DHA Case No. MDV 137218 (Wis. Div. Hearings and Appeals Feb. 7, 2012) (DHS) ↓ Download PDF When an institutionalized person fails to claim his or her share of a deceased spouse’s estate, it is generally a divestment. In this case, the petitioner’s wife created a revocable trust after his enrollment that included no share […] Read more
Tag: 3.4.3 Institutionalized person asset transfer to community spouse
DHA Case No. MDV 23/44181 (Wis. Div. Hearings and Appeals 2000) (DHS) ↓ Download PDF A transfer of resources made during the lookback period by the applicant or his or her spouse can be a divestment. In this case, the petitioner’s spouse died before she applied for MA, transferring a POD bank account to beneficiaries other […] Read more
DHA Case No. MGE 210503 (Wis. Div. of Hearings and Appeals December 19, 2023) (DHS) ↓ Download PDF After enrollment in a long-term care Medicaid program, the institutionalized spouse must spend down or transfer resources to the community spouse to get below $2,000 by the first renewal. In this case, the petitioner failed to do […] Read more