Elder Law Answers Elder Law Answers

Search Articles

Find Attorneys

Will Mom’s Utility and Tax Payments on a House She Transferred Count as Gifts?

  • September 21st, 2016
My mother turned her home and the farm over to me and my two brothers more than seven years ago, but she continued to pay the utilities and taxes on the property. She is now in a nursing home and will be applying for Medicaid within the year. Will the money she spent during the look-back period on taxes and home utilities have to be paid back or count as penalties for Medicaid?

That is a good question and the answer depends on local practice. If your mother continued to live in the home, Medicaid may consider that your mother made the utility and tax payments in lieu of rent rather than as gifts to you and your brothers. In other words, instead of paying you rent, she paid the housing expenses. But to be sure, you’ll have to check with a local elder law attorney. To find an attorney near you, go here: http://www.elderlawanswers.com/elder-law-attorneys

Local Elder Law Attorneys in Ashburn, VA

Judith Mitnick

Needham Mitnick & Pollack, PLC
Falls Church, VA

Evan Farr

Farr Law Firm
Fairfax, VA

John Laster

Law Offices of John L. Laster
Falls Church, VA

Last Modified: 09/21/2016

Medicaid Rules, etc

View All Elder Law Topics Questions & Answers State Medicaid Information