New Medicaid Figures as of January 1, 2016

Reminders of Medicaid Figures that were adjusted January 1, 2016:
1. The Community Spouse Protected Amount (CSPA), or the amount of Assets, in addition to excluded assets, that may be kept by the well spouse remains the same, capped at $119,220.00, and the minimum CSPA is $23,884. Ask me how to ensure proper spend down and protection of assets so that you or your loved one can qualify for Medicaid!
2. The maximum monthly income that one can receive and still qualify for the Connecticut Homecare Program for Elders (CHCPE) is $2,199.00. However, don’t forget to ask me how to qualify if your income exceeds this amount, with the use of a pooled trust with PLAN of CT.
3. The maximum home equity exemption remains $828,000.00
4. The average cost of one month in a nursing home, per the Department of Social Services (DSS), has increased from $11,851/month to $12,170 /month. Remember that DSS uses this figure to calculate any penalty period associated with any gift made during the look-back period, so an increase in the divisor indicates that a shorter penalty period will result from the gift made this year than in years past. It is also the monthly amount authorized to be transferred without penalty under a Transfer for Other Valuable Consideration, so ask me for more information!
5. The Minimum Monthly Needs Allowance (MMNA) for the Community Spouse has increased to $1,991.25.
6. Shelter Costs have increased from $589.88 to $724.00.

We welcome Laurene Y. McCrann to our practice!

We would like to introduce Laurene Y. McCrann as the newest member of our firm. Ms. McCrann has officially joined us as a paralegal on January 12, 2015 and will be handling most of our probate files.

Laurene has worked for area law firms for more than 30 years, with a concentration in the areas of probate administration, elder law, and Medicaid planning. Laurene will be handling probate, estate and trust administration matters for the firm, and has worked with Attorney Orlando in these capacities for several years in the past.  Attorney Orlando is thrilled to be working with her again.

Laurene is an honors graduate of Tunxis Community/Technical College and completed her legal assistance training in estate administration at Hartford College for Women. She also attended classes at the University of Connecticut School of Law and has continued her studies by attending seminars by the Connecticut Bar Association, the National Business Institute, the Practicing Law Institute and Connecticut Attorneys Title Insurance Company.

New Medicaid Figures January 1, 2015

Reminders of Medicaid Figures that were adjusted January 1, 2015:

  1. The Community Spouse Protected Amount (CSPA), or the amount of Assets in addition to excluded assets that may be kept by the well spouse, is now increased to half of those assets, capped at $119,220.00, and the minimum CSPA is $23,884.  Ask me how to ensure proper spend down and protection of assets so that you or your loved one can qualify for Medicaid!
  2. The maximum monthly income that one can receive and still qualify for the Connecticut Homecare Program for Elders (CHCPE) is $2,199.00.  However, don’t forget to ask me how to qualify if your income exceeds this amount, with the use of a pooled trust with PLAN of CT.
  3. The maximum home equity exemption is now $828,000.00

Medicaid Figures Adjusted July 1, 2014

1. The average cost of one month in a nursing home, per the Department of Social Services (DSS), has increased from $11,581/month to $11,851/month. Remember that DSS uses this figure to calculate any penalty period associated with any gift made during the look-back period, so an increase in the divisor indicates that a shorter penalty period will result from the gift made this year than in years past. It is also the monthly amount authorized to be transferred without penalty under a Transfer For Other Valuable Consideration, so ask me for more information!
2. The Minimum Monthly Needs Allowance (MMNA) for the Community Spouse has increased to $1,966.25.
3. Shelter Costs have increased to $589.88

Kelly McCrann has joined our family!

I cannot be more thrilled to announce that Kelly McCrann has come to work with me in my new venture!
For those of you who have had the pleasure and privilege of working with Kelly in the past, her reputation precedes her, and she needs no further introduction.  For those of you who will be meeting Kelly for the first time, you will soon feel as blessed as I to have her in your life.

Reminders of Medicaid Figures that were adjusted January 1, 2014

1. The Community Spouse Protected Amount (CSPA), or the amount of Assets in addition to excluded assets that may be kept by the well spouse, is $117,240.00, and the minimum CSPA is $23,449.80. Ask me how to ensure proper spend down and protection of assets so that you or your loved one can qualify for Medicaid!
2. The maximum monthly income that one can receive and still qualify for the Connecticut Homecare Program for Elders (CHCPE) is $2,163.00. However, don’t forget to ask me how to qualify if your income exceeds this amount, with the use of a pooled trust with PLAN of CT.
3. The asset limit for the CHCPE Level 2, State-funded, homecare program is $46,896.00 for a single individual, however we can work with you on a proper spend-down, and if appropriate, the use of a pooled trust with PLAN of CT in order to qualify sooner.

The Birth of a New Law Firm

It is with enthusiasm that I announce the formation of the
Law Offices of Amy E. Orlando, LLC
It is a venture for which I have been preparing my entire career.  I am confident that a practice which is run in a way that my ethics and morals do not feel compromised, that supports and values my staff as they so deserve and need, and most of all, serves my clients with dignity, with compassion and with competence, is not only possible, but required, in order for me to feel as though I am contributing to the profession and to my community.
I am beyond grateful to my clients who not only followed me to my new venture, but were my inspiration and source of courage to go out on my own.  Thank you.