December 2022

DHA Case No. MDV 206205 (Wis. Div. of Hearings and Appeals December 2, 2022) (DHS) ↓ Download the original decision This case involved two issues. First, did a signed “irrevocable assignment” of $600,000 in assets make the petitioner’s assets unavailable, even though the assets were not actually delivered to the assignee until the next month? […] Read more

DHA Case No. MDV-45/86382 (Wis. Div. of Hearings and Appeals November 19, 2007) (DHS) ↓ Download the original decision In this case, the petitioner owned a home and a commercial property. She created life estates in both and the agency determined these transfers to be divestments. At the fair hearing, the petitioner argued that: (1) […] Read more

DHA Case No. MDV-37/88496 (Wis. Div. of Hearings and Appeals May 16, 2008) (DHS) ↓ Download the original decision Promissory notes are commonly used to reduce countable resources for Medicaid eligibility. The rules require the note to have a repayment term within the applicant’s life expectancy, require equal payments with no balloon payment, prohibit cancellation […] Read more