Newsletters

Podcasts

Blog

Call or Text (469) 210-5270

Home
Medicaid
- - - Medicaid Services
    - Medicaid Planning
      
      Lady Bird Deed
      
      Transfer on Death Deed
      
      Asset Protection Trust
      
      Special Needs Trust
      
      Medicaid Application
      
      MERP Claims Avoidance
      
      Qualified Income Trusts f/k/a Miller Trusts
- - - Medicaid Numbers
Estate Planning
- - - Simple & Complex Estate Planning
    - Wills
      
      Trusts
      
      Long Term Care
      
      Medical & Financial Powers of Attorney & Disability Planning
      
      Special Needs Trusts
      
      Transfer & Gift Planning
    - Veterans
    - VA Pension, Aid, Attendance Planning & Claims – helps pay for assisted living and homebound
  - - Probate
    - Probate Administration
    - Medicaid
    - Medicaid Planning
      
      Lady Bird Deed
      
      Transfer on Death Deed
      
      Asset Protection Trust
      
      Special Needs Trust
      
      Medicaid Application
      
      MERP Claims Avoidance
      
      Qualified Income Trusts f/k/a Miller Trusts
Probate
Resources
- - - Resources for Texans
    - Library of Resources for Texas Estate Planning
    - Contact
    - About
    - Speaking Schedule

December 2015

11 Dec Congressional Bill Limits Use of Annuities in Medicaid Planning

Posted at 16:42h in Beneficiary, End of Life Care Planning, Long Term Care, Medicaid Application, Medicaid Planning, Michael Cohen Dallas Elder Lawyer, Nursing Home, Retirement, Social Security

The House of Representatives has a proposed bill (HR 1771) that would change long established rules for the use of single premium immediate annuities in planning for the protection of a well-spouse (commonly referred to as the “community spouse”) if his or her spouse needs...