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MEDICAID PLANNING

Gifts to Qualify for Medicaid

As a result of the Deficit Reduction Act of 2005 (signed by President Bush on February 8, 2006) there are new rules designed to restrict one’s ability to make gifts in order to qualify for nursing home Medicaid benefits. These new rules apply to any gift made on or after February 8, 2006 and within 5 years of an application for Medicaid benefits. Certain gifts, however, are exempt from any penalty.

As a result of the DRA, the services of a qualified elder law attorney are required to ensure that any gift program is structured properly.

Pennsylvania residents seeking to advice on these issues can contact Attorney Clofine’s office for further information and to schedule a consultation.

Robert Clofine, Esquire

120 Pine Grove Commons

York, PA 17403

Phone (717) 747-5995

Email clofine@estateattorney.com

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