3.3.02 Look back period

MDV 199112 (09/21/2020)
Transfer of incremental RE interest was a divestment, despite pre-lookback agreement

Tags: 3 Financial Eligibility, 3.3 Divestment, 3.3.02 Look back period, 5 Subprograms, 5.04 Institutional Long-Term Care, ALJ Kelly Cochrane

DHA Case No. MDV 199112 (Wis. Div. of Hearings and Appeals September 21, 2020) (DHS) ↓ Download PDF Divestment occurs at the time of a transfer for less than fair market value. In this case, the petitioner executed an agreement with her daughter in 2012 whereby her daughter made monthly payments and received incremental interests […] Read more

MDV 36/46674 (11/21/2000)
Divestment caused by automatic transfer provision in deed

Tags: 3 Financial Eligibility, 3.3 Divestment, 3.3.02 Look back period, 3.3.25 Life estates, 3.3.25.3 Life estate—termination and payment of less than FMV, 5 Subprograms, 5.04 Institutional Long-Term Care, ALJ Brian C. Schneider

DHA Case No. MDV-36/46674 (Wis. Div. Hearings and Appeals Nov. 21, 2000) (DHS) ↓ Download PDF When a person, or another acting on the person’s behalf, acts to transfer property such as a life estate without receiving fair market value in return, it is a divestment. But what if the transfer happens automatically, because of […] Read more

3.3.02 Look back period

MDV 199112 (09/21/2020) Transfer of incremental RE interest was a divestment, despite pre-lookback agreement

MDV 36/46674 (11/21/2000) Divestment caused by automatic transfer provision in deed

MDV 199112 (09/21/2020)
Transfer of incremental RE interest was a divestment, despite pre-lookback agreement

MDV 36/46674 (11/21/2000)
Divestment caused by automatic transfer provision in deed