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Transfer of Assets FAQs

Last Updated October 13, 2020

Frequently Asked Questions and Answers Regarding Transfer of Assets

Subject: Long Term Care (LTC) Topics: Allowable transfer, assets, community spouse, Disabled Child, donations, Exemption, giving, home property, institutionalized spouse, Spenddown, Transfer of Assets, Transfers, will

UpdatedHome Property FAQs

Last Updated March 4, 2024

Frequently Asked Questions and Answers Regarding Home Property

Subject: Long Term Care (LTC) Topics: 2 year care, allowable transfers, community spouse, Disabled Child, home property, institutionalized spouse, liens, LTC, Nursing Home, Resources, Revocable Trust, sale of home, Transfer of Assets, transfer of home

Letter to Community Spouse (Deeming Resources)

Last Updated June 9, 2020

Example Template for hand generated notice to Community Spouse

Subject: Long Term Care (LTC) Topics: checking account, community spouse, deeming income, institutionalized spouse, joint resources, Resources, savings account, spousal impoverishment

How to Complete the Title XIX Worksheet (Community Spouse)

Last Updated February 23, 2023

Instructions on Completing the MA-12

Subject: Long Term Care (LTC) Topics: Appendix C-1, community spouse, Countable Resources, institutionalized spouse, MA-12, resource split, Resources, spousal impoverishment, Title XIX Worksheet