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18 NAELA J. 37 (2022)
Spousal Refusal and Medicaid Planning: Negotiating the Right of Way at the Intersection of Elder Law and Family Law

handle is hein.journals/naela18 and id is 45 raw text is: Volume 18

Spousal Refusal and Medicaid Planning:
Negotiating the Right of Way at the Intersection of
Elder Law and Family Law
By Donna S. Harkness, JD, CELA
I.  Introduction   ..............................................................................................  38
II.  C ase  Study .................................................................................................. 39
III.  Passage of the Medicare Catastrophic Coverage Act .................................... 41
IV.   Which States Currently Recognize Spousal Refusal?................................... 44
V. Is There a Right to Medicaid Eligibility Despite Excess Spousal
Resources in States That Do Not Recognize Spousal Refusal?..................... 48
A .  The  Bowden  C ase..................................................................................  50
B .  The  Rossetti  C ase  ....................................................................................  51
C .  The  M ay  C ase  ........................................................................................  53
D . A dvice  for A ttorneys .............................................................................  55
VI.   Is Spousal Refusal Really an Affirmative Medicaid Planning Tool?............... 55
V II.  C onclusion  ................................................................................................  58
About the Author
Donna S. Harkness, JD CELA, is professor of clinical law and director of the Elder Law Clinic at the
University of Memphis School of Law. She is a co-executive editor on the NAELA Journal Editorial Board.

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