How the Shelter Standard and MMNA Impact Spousal Planning

Our July webinar, Back to the Basics: How the Shelter Standard and MMNA Impact Spousal Planning, revisited key Medicaid fundamentals in light of this year’s federal number updates. Presenter Stuart Otto broke down how the Shelter Standard and Minimum Monthly Maintenance Needs Allowance (MMNA) affect income transfers between spouses and why they matter in Medicaid eligibility and benefit calculations.

Stuart walked through several real-world case examples showing how changes to shelter costs, state-specific MMNA rules, and Medicaid compliant annuities can significantly affect spousal income and co-payment responsibilities.

One of the biggest takeaways: Medicaid planning is not one-size-fits-all. The same couple can end up with very different outcomes based solely on where they live or how they structure their spend-down. If you're working in a border state or comparing planning strategies, this session is worth a rewatch.

Our webinars happen monthly, feature relevant case studies and guest experts, and are well attended by attorneys across the country. Attending live gives you the chance to ask questions and get answers in real time. You’ll be able to apply the material directly to your cases and better serve your clients. Don’t miss the next one!