Elder Law Answers
Can the State Take My Mother's House for Medicaid Reimbursement If My Sister's Name Is on the Deed?
My mom died in Massachusetts without a will while she was on Medicaid. My sister's name is on the deed to my mom's house,...
Read moreShould My Mother's Will Be Changed Now that My Brother Is in a Nursing Home?
- December 18th, 2015
Q
My 92-year-old mother has a trust that divides her assets three ways (me, my brother, and my sister) when she dies. My brother was recently diagnosed with dementia and will have to spend the rest of his life in a nursing home. Will my brother's third of the assets have to be turned over to the nursing home? If so, should my mom change her will? If not, and my mom passes away, should I put his share in a trust until he is either recovered or passes away? Thank you.
A
We can’t answer your question for certain without seeing your mother's trust, but it sounds like the trust should be changed to have your brother's share of the assets stay in trust for his benefit. Receiving an inheritance may make your brother ineligible for Medicaid or other public benefits that help pay for his care. After your mother passes away, it will probably be too late to put the funds in a trust. I strongly recommend that your mother meet with the attorney who originally drew up her documents or with another estate or elder law planning attorney. To find an attorney near you, go here: http://www.elderlawanswers.com/elder-law-attorneys.
Local Elder Law Attorneys in Ashburn, VA
Meet Daniel Steven
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Daniel Steven
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Daniel N. Steven is an attorney licensed in Maryland and the District of Columbia. with many years of experience in complex estate planning and Elder Law. He is rated by Martindale-Hubbell as an AV Preeminent 5.0 out of 5 rated attorney.
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Margaret A. O’Reilly is an estate planning and elder law attorney with over thirty-five years of legal experience. Attorney O’Reilly graduated from Duke University with a degree in psychology, and received her law degree from Northeastern University School of Law in Boston, Massachusetts. For over 15 y...
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Judith Mtinick is well known for acting as a guardian, conservator, trustee or agent on behalf of clients or by court appointment. This experience gives her a wide perspective and extensive practical knowledge that she uses when advising clients in drafting their planning documents. Her experience, as a court appointed...
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