Elder Law Resources

Helpful information for families navigating elder law

Key numbers, links to important agencies, and plain-language explanations of the programs and protections that matter most to Bucks County seniors and their families.

Updated January 2026

2026 Pennsylvania Medicaid Key Numbers

These figures govern Medicaid eligibility and spousal protections for long-term care in Pennsylvania. They are updated annually by the federal Centers for Medicare & Medicaid Services (CMS).

Protection / Limit 2026 Amount
Community Spouse Resource Allowance (CSRA) — Maximum The most a healthy at-home spouse can protect from a couple's combined countable assets while their partner qualifies for Medicaid nursing home or waiver care. Pennsylvania uses the federal maximum. $162,660
Community Spouse Resource Allowance (CSRA) — Minimum If half of the couple's assets falls below this floor, the at-home spouse may keep this minimum amount regardless. $32,532
Community Spouse Monthly Maintenance Needs Allowance (CSMMNA) — Maximum The most income a healthy spouse may receive each month, including income transferred from the nursing home spouse. Applies when the community spouse's own income falls short of this amount. $4,066.50 / mo
Community Spouse Monthly Maintenance Needs Allowance (CSMMNA) — Minimum The baseline monthly income the community spouse is entitled to receive. Effective July 2025 – June 2026. $2,644 / mo
Single Applicant Asset Limit The maximum in countable assets a single Medicaid nursing home applicant may have. Pennsylvania also allows a $6,000 disregard, making the effective limit $8,000. $2,000
Medicaid Income Limit (Nursing Home / Waiver) Monthly income limit for a single applicant for Nursing Home Medicaid or the Aging Waiver Program. $2,982 / mo
Personal Needs Allowance The small amount of monthly income a nursing home resident on Medicaid is permitted to keep for personal expenses. $60 / mo
PA Medicaid Penalty Divisor Used to calculate the penalty period when assets are transferred for less than fair market value within the 5-year look-back period. A $40,000 gift, for example, would generate roughly a 95-day penalty period. $421.20 / day
$12,811.50 / mo
Look-Back Period Medicaid reviews all asset transfers made within this period prior to application. Gifts or transfers for less than fair market value may result in a penalty period of ineligibility. 60 months (5 years)

These figures are updated annually and are subject to change. The numbers above are effective as of January 1, 2026 for Pennsylvania. Individual circumstances vary significantly — these are general guidelines, not legal advice. Contact Shober & Rock for a free consultation tailored to your family's specific situation.

Trusted Sources

Helpful Links & Agencies

A curated set of government agencies, local resources, and informational sites we refer families to regularly. We'll continue to add to this list as helpful resources become available.

Plain-Language Glossary

Key Terms Explained

Elder law has its own vocabulary. Here are the terms families encounter most often — explained simply.

Community Spouse
The healthy spouse who remains living at home while the other spouse applies for Medicaid long-term care. Federal law protects this spouse from being left without income or assets.
CSRA
Community Spouse Resource Allowance. The amount of a couple's combined countable assets the healthy spouse is permitted to keep while the other spouse qualifies for Medicaid.
5-Year Look-Back
Medicaid examines all financial transactions made in the 60 months before application. Gifts or transfers for less than fair market value during this period can result in a penalty period of ineligibility.
Spend-Down
The process of reducing countable assets to meet Medicaid's eligibility limits. With proper planning, spend-down can often be accomplished in ways that benefit the family rather than simply paying nursing home bills.
Community HealthChoices (CHC)
Pennsylvania's long-term care waiver program that provides Medicaid-funded services to seniors and adults with physical disabilities — including home care, personal assistance, and more — to help people remain in the community rather than a nursing facility.
Power of Attorney (POA)
A legal document authorizing another person to make financial or legal decisions on your behalf. A "durable" POA remains in effect even if you become incapacitated — making it one of the most important documents every adult should have.
Special Needs Trust
A trust designed to hold assets for a person with disabilities without jeopardizing their eligibility for Medicaid, SSI, or other government benefits that have asset limits.
Medicaid Estate Recovery
After a Medicaid recipient passes away, Pennsylvania may seek reimbursement for long-term care costs paid from the person's estate — often targeting the home. Proper planning can protect assets from estate recovery.
Patient Liability
The amount a nursing home Medicaid recipient must contribute toward their own care each month. It is essentially all of their income, minus a small personal needs allowance of $60/month and certain other deductions.

Have questions about your family's situation?

Every family's circumstances are different. These resources are a starting point — a conversation with our attorneys is the best way to understand your options.

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