Elder Law Answers
Is a charitable gift to a community foundation subject to Medicaid look-back? I would like to give some money to a local foundation so they can set up a fund to distribute grants to certain area charities. If I have...
Read moreMy mother-in-law is widowed and has been bedridden for one-and-a-half years. We currently have live-in help to assist her 24/7 in her own home. We have been paying this person in cash without a detailed paper trail of expenditures. If...
Read moreOn the advice of my mother's attorney and because of my mom's advanced dementia, we were encouraged to transfer the title of her home to my sister, my brother, and me equally. My sister's son, moved in with mom over...
Read moreMy mother's life insurance policy was purchased to benefit my disabled sister, who receives Social Security disability benefits. My mother is applying for Medicaid and the policy's value is too high. She needs to spend down the policy in order...
Read moreI own the home my parents live in and I gift to them a combined $26,000 each year. These funds are used to pay their health insurance supplement, long-term care policies, and living expenses. We are looking at moving them...
Read moreMy mother has had financial issues for the past nine years. Over the course of that time, I have: loaned her money (that has yet to be repaid); provided for her room and board for a period of 18 months;...
Read moreIf we pay our child's bills, is that the same thing as gifting her $14,000 [the current annual gift tax exclusion]? Do we have to fill out a form 709? What if only one parent paid the bills and it's...
Read moreIf a person has two power of attorney (POA) forms dated at different times to two different people and neither has anything in it regarding voiding the prior POA, is the more recent one valid? Both were drawn up by an attorney. ...
Read moreA husband and wife sold their condo. The husband is a Medicaid recipient who moved into a nursing home a month before the sale. Can the husband transfer his share from the sale to his wife and still be eligible...
Read moreAsk us a question and we'll respond if possible. We receive a large number of questions and are unable to answer every one. But if you don't hear back, many questions, particularly those involving Medicaid law, are best answered by a local elder law attorney. To find a qualified elder law attorney near you, click here.
