Section Introduction
An LTC client may allocate a portion of his or her income to certain family members for their personal and maintenance needs in the community.
Unlike the community spouse allocation, the family allocation is allowed regardless of whether the client makes the income available to the family member.
This section’s focus is to explain how to determine the family allocation amount, and to provide you with other family allocation rules such as when to start and stop allowing the allocation as a deduction. The Family Allocation (PDF) handouts provide a summary of the information discussed in this section.
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LTC Income Calculation - Family Allocation