Section 8 housing eligibility terminated due to Intentional falsification of income data
Tenants who reside in Section 8 housing must certify to their household income every year, because the rent is based on the income. A recent case addressed a termination of eligibility for Section 8 due to willful misrepresentation on the application, coupled with the defense that the misrepresentation was due to the tenant’s severe depression and thus required an accommodation under the...
Once appointed, Guardian should inform third parties
The entry of a Judgment appointing a legal Guardian for an incapacitated person may be the end of the court process, but it marks the start of a new process in which the Guardian has many obligations and responsibilities. After all, the Guardian’s primary obligation is to protect the personal and financial interests of the ward. One of these responsibilities is to “let the world...
Medicaid applicant must prove that funds in Joint account were contributed by other co-owner
An applicant for Medicaid to pay for nursing home care is not eligible if the available resources exceed a certain level. The regulations for New Jersey Medicaid specify how joint accounts are treated: “All funds in the account are resources to the individual, so long as he or she has unrestricted access to the funds (that is, an “or” account) regardless of their source. When...
NJ Medicaid announces its 2018 numbers for MLTSS eligibility
Eligibility for Medicaid to pay for nursing home care or community care is all about the numbers. Starting January 1, 2018, the Community Spouse Resource Allowance (CSRA) for the community spouse of a married Medicaid applicant is being raised to $123,600 (from $120,900 in 2017). This is the amount of countable available resources that the community spouse can have as of the date they want...
Programs to Achieve Self-Support (PASS) Accounts are an Underutilized Tool
Recently I attended a national NAELA seminar where I was re-introduced to the PASS account program. What is a PASS account? This SSA program allows a disabled individual who wants to make a plan to have a new career or job to divert their own existing income and assets from any source to a designated account to pay the expenses of this plan. The expenses can include college tuition,...
Widow/er must be unmarried to claim deceased disabled veteran’s property tax exemption
Veterans and their families may be aware that property tax exemption is available for 100% service-connected disabled veterans and disabled veterans suffering with certain specific severe conditions. The state law is found at N.J.S.A. 54:4-3.30.The law also makes these exemptions available to the veteran’s surviving spouse: ” b. (1) The surviving spouse of any such citizen and...
Keep a close eye on your loved one’s care in a nursing home
It almost goes without saying that if your loved one is admitted to a health care facility, somebody outside of the institution needs to immerse themselves in the treatment & care planning process, read the chart on an ongoing basis, know what’s being prescribed, speak with the care providers or treatment team frequently, and demand answers to reasonable questions about What is being...
Eliminating the Medical Expense Deduction Will Harm People Who Are Chronically Ill
House and Senate Republicans have approved their plans to reform the tax code and are currently in a conference committee. The House legislation calls for ending the medical expense deduction (MED). This proposed change will cause major disruption to individuals and families trying to privately pay for the catastrophic costs of long-term services and supports (LTSS).
The MED has been in the...
A happy day in Guardianship Court: Restoration
Today I had the great fortune to participate in a case in which a person who has been under guardianship for six years had their capacity restored in full. This kind of situation doesn’t often happen, but it’s really fabulous.
This case started in 2010 when the parent and sibling came to me in an emergency to report that their loved one who I’ll call “X” had...
NJ law streamlines process for fiduciary resignation
A person who has been appointed as administrator of an estate or Executor under a Last Will and Testament is appointed to their role by either the Surrogate’s Court or Surrogate’s office. I’ve previously blogged about the steps to take if a fiduciary wants to quit the job. Previously, it was necessary to file a formal Complaint in Superior Court on notice to the...