3.3.25.4 Life estate—divestment by remainder person

MDV 214223 (11/27/2024)
Old irr. trust divestment imposed after renewal, benefits not continued pending appeal

Tags: 1 Applications and Renewals, 1.2 Renewals, 3 Financial Eligibility, 3.3 Divestment, 3.3.01 Penalty period, 3.3.05 Ownership returned; cure, 3.3.15 Trusts, 3.3.15.4 Irrevocable trusts—created during or after look back, 3.3.25 Life estates, 3.3.25.1 Life estate—transfer of property for less than FMV, 3.3.25.4 Life estate—divestment by remainder person, 4 Program Administration, 4.7 Notices & fair hearings, 5 Subprograms, 5.04 Institutional Long-Term Care, ALJ Kelly Cochrane

DHA Case No. MDV 214223 (Wis. Div. Hearings and Appeals Nov. 27, 2024) (DHS) ↓ Download PDF A divestment penalty is generally imposed when an applicant reports a divestment and would be otherwise eligible. In this case, the petitioner originally applied in 2020 after creating an irrevocable trust, but no divestment penalty was imposed because […] Read more

Tag: 3.3.25.4 Life estate—divestment by remainder person

MDV 214223 (11/27/2024) Old irr. trust divestment imposed after renewal, benefits not continued pending appeal

MDV 214223 (11/27/2024)
Old irr. trust divestment imposed after renewal, benefits not continued pending appeal