THE MEDICAID PROGRAM’S EFFECT ON ESTATE PLANNING FOR THE ELDERLY. Michael A. Fuerst BUCKLEY & ZOPF. OBJECTIVES OF MEDICAID ESTATE PLANNING. Protection of community spouse 1. adequate income, resources 2. prevent impoverishment Assure care for institutionalized spouse
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Michael A. Fuerst
BUCKLEY & ZOPF
Spousal Share ELDERLY
protected level for community
spouse - $109,560.
5. IF MY ILL SPOUSE HAS TO GO INTO A NURSING HOME WILL HIS MUCH LARGER RETIREMENT INCOME HAVE TO GO WITH HIM?