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Assessing Asset Transfer for Medicaid Eligibility in New York State
Publication Date: March 2009
Publisher(s): Nelson A. Rockefeller Institute of Government; New York Health Policy Research Center
Author(s): Ajita P. De
Funder(s): Rockefeller Institute
Funder(s): Rockefeller Institute
Topic: Labor (Labor conditions, wages, salaries, and benefits)
Keywords: Long-term care; Elderly; Estate recovery
Type: Report
Coverage: New York
Abstract:
This report explores ways to quantify asset transfers using data from the Department of Health and the state's Welfare Management System (WMS). It examines available New York State asset transfer denial information, as well as how or whether other states are tracking asset transfers among the elderly. It also provides information on the average spend-down over a 10-year period of those who were denied Medicaid nursing facility services because of asset transfers. This report was prepared by reviewing literature on long-term care asset transfer and Medicaid spend-down, analyzing DOH data and WMS Medicaid asset transfer denial information, and interviewing officials from a sample of other states.