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If mom was a widow with no assets, letting Automated Health do it would be simple. BUT as dad is still at home or in IL or AL, he's considered a"community spouse" and you want to make sure that the rule change for QIT does not change adversely dads ability to get CSRA/MMNA ( community spouse resource allowance /monthly maintenance needs assessment) or anything else if mom should predecease dad. I would find a NAELA certified atty. to do Miller & look into dads csra situation & their after death beneficary situation as well. None of this is simple.
Ohio's Dept of Medicaid: Ohio will change from a 209(b) state to a Section 1634 state starting July 1st this year. When determining Medicaid eligibility, Ohio will use an income cap equal to 3x times the Supplemental Security Income Federal Benefit Rate. This change will significantly impact Ohio nursing care providers who have Medicaid patients. The initial income cap will now be $2,199/month and spend downs will no longer be permitted. Miller Trusts can be used to bring a resident’s income below the cap.
Hope this helps so that you can investigate further.