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Will Medicaid Consider Payments to an Adult Child for Living Expenses to Be a Transfer of Assets?

  • November 11th, 2014
Q
My mom lives with me.  Can she pay her fair share of living expenses without this being considered a transfer should she apply for Medicaid down the road?  
A

The answer is yes, but. Certainly, she should pay her fair share. The question is how to establish what is “fair” so that either (a) it is not challenged by Medicaid or (b) it can stand up to Medicaid’s questioning. You can either use your best judgment on the right amount, keeping careful records of the related expenses, or work with a local elder law attorney to determine the amount and how best to document it. The second route would be the safer course of action.

For more on Medicaid's asset transfer rules, click here.

Local Elder Law Attorneys in Ashburn, VA

Jeffrey Hammond

Hammond and Associates, LLC, Elder Law, Estate Planning, Wills, Trusts, Probate
Bethesda, MD

Judith Mitnick

Needham Mitnick & Pollack, PLC
Falls Church, VA

Samantha Fredieu

Hale Ball Carlson Baumgartner Murphy PLC
Fairfax, VA


Last Modified: 11/11/2014

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