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Sources & Notes

Source: The data were retrieved from the Sources: 1) Asset Preservation Strategies Medicaid Desk Reference.  cheryl@apsannuities.com (2009 and 2010);  2) Asset Preservation Strategies Medicaid Desk Reference and Eric Carlson.  Tax Estate & Financial Planning for the Elderly: Forms and Practice.  Publisher - Matthew Bender  & Company Inc. (2012); and 3) i. Key Medicaid Information (by state) for 2016.  Protections for the Community Spouse.  ElderCareLaw.com (2016)
ii.. Krause Financial Services.  State Specific Medicaid Resources, Medicaid Desk Reference. www.medicaidannuity.com/resources/state-resource. (2016) 

Notes: These data come from file "V:\OED\Pol&Strat\PPI\PPI\DE Update\LTSS Data\Spousal Impoverishment\Spousal Impov 2009_10_12_16.12.27.17" . For 2009-2010 the minimum Community spouse asset resource allowance had a maximum of $109,560. For 2012 the minimum Community spouse asset resource allowance had a maximum of $113,640.  For 2016, the minimum community spouse asset resource allowance had a maximum of $119,220.

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