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Home→Tags Medicaid planning

Tag Archives: Medicaid planning

Guardian’s Medicaid Spend-Down Plan Denied (Pa. Super.)

Posted on July 5, 2026 by Daniel EvansJuly 5, 2026

The Orphan’s Court denied the guardian’s petition to allow the incapacitated person to continue to qualify for Medicaid through a combination of an annuity and gifts, and the Superior Court affirmed. The guardian did not aver or produce evidence that … Continue reading →

Posted in Opinions | Tagged Fiduciary duty, Medicaid planning, Medical assistance

Guardian’s Medicaid Spend-Down Plan Not Approved

Posted on May 31, 2026 by Daniel EvansMay 31, 2026

The refusal of the Orphans’ Court to approve a “spend-down plan” to allow the incapacitated person to qualify for Medicaid by spending principal on a burial fund and making gifts was not an abuse of discretion or an error of … Continue reading →

Posted in Opinions | Tagged Medicaid planning, Medical assistance

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