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Assessing Asset Transfer for Medicaid Eligibility in New York State

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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


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.