Resources

Income and Resource Limits

The Baltimore County Website provides the applicable income and asset limits for various benefit programs. You may view that website by clicking Here.

The following forms are provided for the use of our clients.

Medicaid Application Documents List

To see a list of the documents required to be filed to support a Medicaid application, you may click on the following words: Document List

Please note that the Forms list indicates that a 2002 award letter for Social Security will be required. In fact, it is the award letter for the current year that would be needed to support a Medicaid application.

Life Estate and Remainder Interest Value Table

The Life Estate and Remainder Interest Value Table can be located by clicking —->HERE

Other Helpful Internet Resources

How to Transfer a Vehicle

The Maryland Registers of Wills have published a web page describing the procedures one must follow to dispose of an automobile previously owned by a deceased person.

You may reach that page by clicking HERE.

Special Needs Trust Checklist

Pre-Eligibility Medical Expenses

MR-154 mandates the filing of a form to claim credit for pre-eligibility medical expenses. You may access that form by clicking HERE

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Maryland General and Limited Power of Attorney Act

In November, 2010, William M. Gatesman spoke about the 2010 Maryland General and Limited Power of Attorney Act at a Continuing Legal Education program for lawyers and in January published an article about this new law in the Maryland Bar Association Bar Bulletin, which article was a shortened version of Mr. Gatesman’s comprehensive article on the topic. You may read Mr. Gatesman’s Comprehensive article in a separate browser window by clicking the link below.

Click here to read the comprehensive article

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Judge Rules Transfer Not for Purpose of Qualifying for Medicaid – Disallows Transfer Penalty

For two Office of Administrative Hearings Cases holding that assets transferred to a relative are not for the purpose of qualifying for Medicaid you may click the links below.

First Case

Second Case