Can a POA Transfer a Parent's Money to a Better Account?

As power of attorney for my mother, can I transfer her money into my account (for her) in order for her to get a much better interest rate? She doesn't have a valid ID, we can’t find a birth certificate, and I am unsure of her birth city, so opening a joint account for her seems unlikely. She has $350,000 sitting in th...

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Will My Mom's MMNA Count As Excess Income for Medicaid?

My father currently receives institutional Medicaid in New York City, where Medicaid spousal impoverishment rules allow a community spouse living at home a Monthly Maintenance Needs Allowance (MMNA), which my mother is currently receiving. We would like to apply for Community Medicaid for my mother because she is in th...

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Can a Trust Protect Home Sale Proceeds From Medicaid?

My 92-year-old mother decided to sell her home. She is on Medicaid. She wants to protect her proceeds in a trust so that her kids inherit it after she passes. Will a trust protect her proceeds from Medicaid trying to claim it. What is the best action?

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Can I Collect Survivor Benefits If We Were Separated?

My husband and I were married for 17 years. We were separated at the time he was deceased. He lived in Delaware; I lived in New Jersey. Does this stop me from collecting his Social Security for survivor benefit, by him living in a state of Delaware at the time of his demise?

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Does Spending Retirement on Home Repairs Affect Medicaid?

Will spending down money in a retirement account to replace a roof and HVAC system, then selling the house, have an effect on qualifying for Medicaid?

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How Do I Use a Life Estate for a Spouse and Church?

If a wife wants to give her husband the right to stay in the home after her death and, at the time of his death, have the house donated to the church, what type of will does she need or what does she need to do? She also wants to leave her husband enough money to pay house expenses. She owned the house when they marrie...

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Does a Medicaid Recipient's Estate Owe Repayment?

My brother-in-law passed away this week. If he was receiving Social Security disability and was on Medicaid, does his estate have to pay back Medicaid?

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How Do 3 Names on a CD Affect Medicaid Eligibility?

What happens to a certificate of deposit with three names on it, when one applies for Medicaid?

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Is a Home in a Trust Considered an Asset by Medicaid?

My mother has dementia and is in an assisted living facility. Her house is part of a trust, with me as the trustee. I can no longer afford to pay for her care, and I am finding it necessary to sell her home to pay for this care. If the home is part of a trust, does Medicaid or Medicare see this as an asset?

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How Is a House Divided After a Caregiver Exemption Transfer?

If my sister becomes a caregiver for my mother and uses the caregiver exemption law with a transfer of the house to her, once my mother has passed, how will the house be legally divided between me and my sister?

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