| HCFA / CENTERS FOR MEDICARE AND
MEDICAID HCFA letters re post-eligibility
transfers, Ronald
Preston of HCFA Boston to Atty. Brian Barreira April 5,
2000 (JPG)
HCFA letter re: annuities (PDF) from Linda Minamota, HCFA
Region IX, to Nevada State Welfare Division, August 31,
2001, rejecting Nevada position that purchase of
actuarially sound annuity for spouse with income over
MMNA is disqualifying transfer)
DHHS letter re: ILLEGALITY of requiring
nursing home applicants to disclose financial information in excess of what is necessary to
determine eligibility for Medicaid - (PDF) from Kathleen
But, DHHS, to Dr. Richard Yerian, Michigan Dept. of
Public Health, September 1, 1992
HCFA letter re: transfers to
1396p(d)(4)(C) trusts PERMITTED for those 65 and older (from Thomas Hamilton, DHHS/HCFA
Baltimore, to Clifton Kruse, August 9, 2001, supplied
courtesy of Clifton Kruse)
CMS Letter from Thomas Hamilton to
Robert J. Richardson (PA) 10/21/2002 (PDF) re: NJ annuity / sole
benefit trust requirements (no authority under federal
law; confirms Nevada letter). The link is to Harry
Margolis' site; please advise if the link ceases to be
good.
HCFA
"Streimer" letter from Robert A. Streimer to Dana E. Rozansky
clarifying treatment of transfers to/from trusts
(February 25, 1998) reprinted from The Elder Law
Report 4/98
CMS
Transmittal 862 setting out Medicare appeals procedures
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