If a Medicaid Recipient Moves in with Us, Will Medicaid Try to Recoup Benefits from Us?

My father-in-law is coming to live with his son and me. We own our home (in both our names) and have significant savings. Can Medicaid try to make a recoupment claim against us after my father-in-law's death?

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Will Medicare Pay for a Second Stay in a Nursing Home After the Resident Pays Privately for 60 Days?

My mom was in a nursing home for 100 days. She got out of the nursing home, but two weeks later she is back in the hospital with breathing problems. She can't go home because she needs to get stronger, but if she goes back to a nursing home, Medicare won't pay because she has not been out of one for 60 days. If we pay...

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Can Medicaid Recover Benefits from an IRA After the Recipient Dies?

After a Medicaid recipient dies, can Medicaid recoup benefits from the recipient’s IRA? The IRA was not counted as a resource when applying for Medicaid because it was in "payout status"

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Is a Payment to a Student Loan Company Exempted from the Gift Tax?

I had promised to help my son with his education costs. He has graduated (he is 25 and not my dependent). He owes approximately $100,000 in student loans. If I make a payment of more than $16,000 directly to my son's lending institution, is that exempt from the gift tax? 

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What If Social Security Won’t Honor My Mother’s Power of Attorney?

I am an agent under a power of attorney for my mother, who has dementia. Social Security would not speak to me over the phone about establishing an online account because they didn't see me as the authorized representative payee. Is there anything I can do?

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If a Family Member Dies with Medical Bills, Can We Retroactively Apply for Medicaid?

If a family member passes away, leaving extensive medical bills, can we apply for Medicaid on behalf of the decedent to help with those charges?

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Is Changing a Revocable Trust into an Irrevocable Trust Subject to Medicaid’s Five-Year Look-Back?

My mom has a revocable trust that she set up more than 15 years ago. If we change it to an irrevocable trust, would it be subject to the five-year look-back when applying for Medicaid benefits?

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Should My Dad Move His Money Out of an IRA and Into an Account in My Mom’s Name Before Applying for Medicaid?

Most of my parents’ money is in an IRA that is in my dad's name. My mother has very few assets in her name. He is older and may need to go into a nursing home in a few years. He has a Roth IRA worth $100,000. He is considering taking the money out of the Roth and putting it in an account in my mom's name. It won't grow...

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Can I Use a Medicaid Beneficiary’s Inheritance to Pay Her Assisted Living Facility Three Months in Advance?

My mother is living in an assisted living facility and receiving Medicaid. If she receives an inheritance, can I pay three months in advance to the assisted living facility without jeopardizing Medicaid benefits?

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Can You Transfer a Whole Life Insurance Policy to a Term Policy Without a Medicaid Penalty?

If you are in a skilled nursing home and currently spending down your assets to qualify for Medicaid, can you transfer a whole life policy to a term life policy and not suffer a look-back penalty?

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