Walker L, Gruman C, Robison J
University of Connecticut Health Center, Farmington, USA.
Gerontologist. 1998 Aug;38(4):405-11. doi: 10.1093/geront/38.4.405.
This study examined Medicaid estate planning (MEP) through the experiences and perceptions of three groups in Connecticut: Medicaid eligibility workers (n = 128), elder law attorneys (n = 41), and certified financial planners (n = 29). Respondent groups varied significantly with regard to their perceptions of prevalence and magnitude of MEP, the nature of transferred assets, mechanisms for transfers, and characteristics of the "typical" client participating in asset divestiture for the purpose of qualifying for Medicaid. This substantial lack of concordance among those professionals most closely involved with MEP poses challenges for policy and research in this area.
本研究通过对康涅狄格州三个群体的经历和看法来考察医疗补助计划遗产规划（MEP）：医疗补助资格审查工作人员（n = 128）、老年法律律师（n = 41）和注册理财规划师（n = 29）。这些受访者群体在对MEP的普遍性和规模的看法、转移资产的性质、转移机制以及为符合医疗补助资格而参与资产剥离的“典型”客户特征等方面存在显著差异。这些与MEP密切相关的专业人员之间如此严重缺乏一致性，给该领域的政策制定和研究带来了挑战。
