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19 Nova L. Rev. 679 (1994-1995)
OBRA 93 and Medicaid: Asset Transfers, Trust Availability, and Estate Recovery Statutory Analysis in Context

handle is hein.journals/novalr19 and id is 693 raw text is: OBRA '93 and Medicaid: Asset Transfers, Trust Availability, and Estate Recovery Statutory Analysis in Context Ira Stewart Wiesner TABLE OF CONTENTS I. INTRODUCTION ............................ 681 II. HISTORICAL AND CONTEXTUAL PERSPECTIVE ON OBRA '93 .............................. 682 A. The Long-Term Care Insurance Industry Factor .... 688 1. Moses on Medicaid .................. 688 2. Brian Burwell-Middle Class Welfare ...... 690 B. The State Medicaid Factor ................. 691 1. The State Medicaid Directors Association .... 692 2. The National Governors' Association ....... 693 I. OBRA '93-THE TRANSFER OF ASSETS RULES ........ 694 A. Computing the Period of Ineligibility .......... 694 1. Former Law ...................... 694 2. OBRA '93 ........................ 695 a. The Look-Back Period ........... 695 b. The Services for Which Asset Transfers Trigger Ineligibility ............... 696 c. The Period of Ineligibility ........... 697 B. Exempt Transfers to/for Spouses and Disabled Individuals ............................698 1. Former Law ...................... 698 2. New Law ......................... 698 C. Elimination of Period of Ineligibility for Return of Assets/Hardship Waiver ................... 700 D. Treatment of Jointly Held Assets ............. 701 1. Former Law ...................... 701 * Partner in the firm Wiesner Associates, Sarasota, Florida. B.A., State University of New York at Buffalo, 1973; J.D., John Lord O'Brien School of Law, State University of New York at Buffalo, 1976; Masters of Laws, Taxation, University of Florida, 1978. Mr. Wiesner has served as Chair of the Florida Bar's section on Elder Law and is currently Vice President and a member of the Board of Directors of the National Academy of Elder Law Attorneys.