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Presented at the North Carolina Bar Association’s seminar Basics of Elder Law for attorneys on the topics of Medicare, Veterans Benefits and Long-Term Care Insurance as sources of payment for long-term care Presented at the Park Ridge Hospital Caregiver Wellness Program meeting on the topic of Medicaid planning Recent conferences attended: Medicare Part D entitlement and enrollment issues presented by the Center for Medicare Advocacy Upcoming conferences:

I recently heard that there have been some changes in North Carolina’s Medicaid law. Can you summarize these In connection with benefits planning for yourself or for a loved one, you may have signed a life estate deed. The life estate deed specifically recited that the property belongs to you (or to the person for whom you act as agent if you signed the deed as attorney-in-fact during your lifetime and then named who will own the property upon your death.

In its summer session, the North Carolina legislature passed two pieces of legislation that impact Medicaid planning using life estate deeds. One piece of legislation deals specifically with estate recovery (the state’s right to recover the Medicaid dollars it spends on a recipient’s long-term care from that recipient’s estate upon his or her death) and the other piece deals with eligibility issues. The estate recovery statutes purport to allow North Carolina to place a lien against a Medicaid recipient’s life estate interest in property beginning July 1, 2008.