Mertz v. Houstoun
Dec 28, 2001OUTCOME: Successful
Landmark case establishing that a spouse of a Medicaid applicant can shelter an unlimited amount of excess resources via purchase of a single premium immediate annuity for her benefit.
Bethlehem, PA
Litigation Lawyer at Bethlehem, PA
Practice Areas: Litigation, Trusts, Estate Planning
OUTCOME: Successful
Landmark case establishing that a spouse of a Medicaid applicant can shelter an unlimited amount of excess resources via purchase of a single premium immediate annuity for her benefit.