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Forum Newbie
Group: Forum Members
Last Login: 9/11/2008 12:58:56 PM
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| My mother is 88 and will be going to a nursing home soon. She has no real estate but about $40,000 in a CD and checking account which we will use to pay the nursing home expenses as long as it will last. She also has another CD and checking account with a total of about $30,000 which was left to her about 6 years ago by her widowed sister for the purpose of taking care of the needs of the sister’s mentally-disabled daughter, Jean, who is now 63 years old. Jean (my mother’s niece) has no siblings. She lives in a group home and is receiving Medicaid and SSI benefits. The funds in question were meant to buy her clothes, shoes, craft supplies and anything else she needs that is not provided under Medicaid and SSI. My mother has not been granted guardianship of Jean by the court but Jean’s mother did provide a letter directing that her sister (my mother) have authority to make decisions regarding Jean’s care. The question: Is there anything we can do to protect the funds that had been left for Jean’s care after Mother’s $40,000 is depleted?
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Forum Newbie
Group: Forum Members
Last Login: 9/19/2008 1:46:02 AM
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There are lawyers that can "spend down" your mother's assets and make her appear to be "broke" therefore making her eligible for free state (California) assistance. Since she will appear to not have any assets, the state (CA) cannot impose a lien on anything she does own when she eventually passes away. I highly recommend looking into a private lawyer and NOT doing business with Senior Care Advocates or any other James Walker firm. My family and I had a terrible ordeal with them. There are independent lawyers who can do the same thing for about 1/5th the cost and undoubtedly better and more honorable service. I hope this helps you. Good Luck.
Do your homework before doing business with James Walker and Senior Care Advocates!!!
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Forum Newbie
Group: Forum Members
Last Login: 9/11/2008 12:58:56 PM
Posts: 2,
Visits: 0
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| Thank you!! I'll certainly look into finding a lawyer with this expertise.
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