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Third Circuit Upholds Use of Short-Term Medicaid Annuities

A recent decision by the U.S. Court of Appeals for the Third Circuit has held that the use of short-term Medicaid qualified annuities is a permissible Medicaid planning strategy. In so doing, the court in Zahner v. Secretary, Pa. Dept. Of Human Services concluded that a Medicaid planning motive does not preclude the use of very short-term annuities, provided that the annuities meet the statutory safe harbor requirements. For more details about this decision, please see the National Academy of Elder Law Attorneys’ website.

A recent decision by the U.S. Court of Appeals for the Third Circuit has held that the use of short-term Medicaid qualified annuities is a permissible Medicaid planning strategy. In so doing, the court in Zahner v. Secretary, Pa. Dept. Of Human Services concluded that a Medicaid planning motive does not preclude the use of very short-term annuities, provided that the annuities meet the statutory safe harbor requirements. For more details about this decision, please see the National Academy of Elder Law Attorneys’ website.

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    Jason Marx brings experience, compassion and a considerable knowledge of tax law to his work in estates, elder law and special needs planning. He primarily advises clients who face the challenge of caring for elderly or special needs ...

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