{"id":12454,"date":"2026-07-05T21:13:55","date_gmt":"2026-07-06T01:13:55","guid":{"rendered":"https:\/\/resources.evans-legal.com\/?p=12454"},"modified":"2026-07-05T21:14:34","modified_gmt":"2026-07-06T01:14:34","slug":"guardians-medicaid-spend-down-plan-denied-pa-super","status":"publish","type":"post","link":"https:\/\/resources.evans-legal.com\/?p=12454","title":{"rendered":"Guardian&#8217;s Medicaid Spend-Down Plan Denied (Pa. Super.)"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">The Orphan&#8217;s Court denied the guardian&#8217;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 the incapacitated person&#8217;s assets were not required for her maintenance, support, and well-being, or that the proposed spend-down plan would minimize current or prospective taxes, or continue a lifetime pattern of giving, as required under 20 Pa.C.S. \u00a7 5536(b), or that the plan would benefit the incapacitated person in any way.   <em>In re: S.C., an Incapacitated Person<\/em>, ___ A.4th ___, <a href=\"https:\/\/www.pacourts.us\/assets\/opinions\/Superior\/out\/J-A08046-26o%20-%20106838788364705241.pdf\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">2026 PA Super 140<\/a> (7\/1\/2026).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">[This opinion was authored by the same justice who wrote a similar non-precedential opinion two months ago reaching the same result.  See &#8220;<a href=\"https:\/\/resources.evans-legal.com\/?p=12376\" target=\"_blank\" rel=\"noreferrer noopener\">Guardian&#8217;s Medicaid Spend-Down Plan Not Approved<\/a>.&#8221;]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Orphan&#8217;s Court denied the guardian&#8217;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 &hellip; <a class=\"more-link\" href=\"https:\/\/resources.evans-legal.com\/?p=12454\">Continue reading <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"pmpro_default_level":"","footnotes":""},"categories":[34],"tags":[582,866,638],"class_list":["post-12454","post","type-post","status-publish","format-standard","hentry","category-opinions","tag-fiduciary-duty","tag-medicaid-planning","tag-medical-assistance","pmpro-has-access"],"_links":{"self":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts\/12454","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=12454"}],"version-history":[{"count":1,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts\/12454\/revisions"}],"predecessor-version":[{"id":12455,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts\/12454\/revisions\/12455"}],"wp:attachment":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=12454"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=12454"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=12454"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}