What Is a Medicaid Compliant Annuity in New Jersey? - Christine Matus

BSPE Legal Marketing Podcast · Dec 3, 2025 · 3m · transcript

From The Matus Law Group - What Is a Medicaid Compliant Annuity in New Jersey? looks at how a Medicaid-compliant annuity can help an applicant convert countable resources into an income stream as part of a Medicaid spend-down strategy. When properly structured, this type of annuity can help avoid a transfer penalty while meeting federal requirements covering irrevocability, non-assignability, actuarial soundness, payment structure, and the State's position as a remainder beneficiary. Christine Matus of Matus Law Group works with New Jersey families to assess how these planning tools may fit…