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What Would Medicaid See as a "Fair" Share of Expenses?

  • May 31st, 2024
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, read this article.

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Last Modified: 05/31/2024
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