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Update on the PETI Diverted to Pooled SNT’s (AI in CHCPE)

February 1st, 2017

Dear CT NAELA Members: It is with great enthusiasm that I report to you that DSS has agreed to place a moratorium on the calculation and collection of Applied Income for Waiver recipients contributing to Pooled Special Needs Trusts. Although it remains unknown how long this will last, (in part) due to our efforts, DSS…

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WEBINAR AVAILABLE – Elder Law and the Election: NAELA Strategy for the New Congress

January 24th, 2017

If you missed this important webinar, NAELA members can access the recording online. Find out what potential legislation could mean for your clients and your elder law and special needs planning practice.  Members who attended the webinar had this to say:  “Legislative proposals that could directly impact my clients. … Very helpful and interesting overall.” “Very good…

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TIME TO RENEW YOUR MEMBERSHIP!

January 13th, 2017

Dear Fellow CT NAELA Members, It is time again to renew your membership. Although we recognize that your renewal is a significant professional expense at a financially challenging time of the year, we want to alert you that National NAELA allows renewal membership fees to be paid over time by installment plan. The arrangement must…

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Excess Income Changes

December 21st, 2016

For those who divert excess income to pooled trusts (to qualify for Medicaid programs with income limits), major changes are being unrolled. The Department of Social Services has now implemented an applied income requirement for all income over the $1,980 personal needs allowance. This means that all diverted income, that previously could be used to…

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Potential Changes to the Uniform Policy Manual

December 21st, 2016

The Department of Social Services has sent out a Notice of Intent to amend the UPM to remove the word “inaccessible” as it applies in Medicaid and certain other programs. The comment period ended on December 12, 2016. We will keep you posted on when these changes will be implemented and how they will affect…

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The Special Needs Trust Fairness Act has PASSED

December 21st, 2016

The SNT Fairness Act was passed by both the House and Senate on Wednesday, December 7, 2016 as part of H.R. 34, the 21stCentury Cures Act.  It was signed by the President on December 13, 2016.  The Special Needs Fairness Act’s primary purpose is to allow an individual to establish their own d4a special needs…

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Increase in Irrevocable Prepaid Funeral Contract Limit

December 1st, 2016

We all know how expensive a funeral is in Connecticut. For clients on Medicaid, purchasing an irrevocable prepaid funeral contract is and has been a staple spend-down method for Medicaid eligibility. However, keeping the cost within the $5,400 Medicaid limit, as set forth in C.G.S. 42-207, has been difficult. The $5,400 limit on irrevocable prepaid…

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