Navigating Medical Assistance

Navigating Medical Assistance includes the following information and can be viewed by clicking on each part.

Class Materials:
Medical Assistance Overview (pdf)

Navigating Medical Assistance

Part 1 video: Community medical assistance overview
Introduction by Karen Winkowski, manager, Harford County Office on Aging
Presentation by Angela Weber, supervisor, Family Investment Long-Term Care Unit, UM Upper Chesapeake Health

  • Community medical assistance income limits
  • Long-term care
  • Asset limit for long-term care

Part 2 video: Long-term care
Presentation by Alex Pearson, long-term case worker, UM Upper Chesapeake Health

  • Documents needed for long-term care
  • Is the community home an asset
  • Can spouse, disabled child or caregiver continue to live in the community home
  • How life insurance affects long-term care eligibility
  • Can life insurance be signed over to a funeral home?

Part 3 video: Considering the spouse
Presentation by Nicole Wielepski, UM Upper Chesapeake Health

  • Spousal impoverishment
  • Examples of eligibility for long-term care medical assistance
  • Spouse’s income
  • Shelter expenses
  • Spousal allowances
  • Trusts
  • Assignment of support rights

Part 4 video: A family investment
Presented by Angela Weber, supervisor, Family Investment Long-Term Care Unit, UM Upper Chesapeake Health

  • Transfer of assets for less than fair market value
  • Reminders and side notes
  • Conclusion and contact information with Karen Winkowski