Question: What if an unknown Medicaid estate recovery claim pops up, and the surviving spouse is not an explicit heir, but rather beneficiary of a testamentary trust? How does delayed recovery [...]

Question: My parents are thinking of putting their primary and only residence into my name so they would qualify for reduced rates in a residential facility if need be. The home is worth about [...]

Question: Can you clarify some benchmark dates for making a long-term care Medicaid application? Does the five-year look-back period start (or end) on the same date as the date of the mailed-in [...]

Question: I understand that trust distributions are not generally income for Medicaid purposes when paid to a provider of services rather than directly to the beneficiary (and presumably would [...]

Question: Is it necessary to put assets into a trust, and does this protect your home from Medicaid? Response: It’s certainly not necessary to place assets into a trust, but trusts can [...]

Question: My question is concerning stepped up value for an inheritance from a CCRC – Continuing Care Residential Community. The buy-in was $375,000 after death the return is 90%. Is the [...]

Question: I have been on expanded Medicaid for 3 years. I am 61 years old. Is expanded Medicaid still subject to estate recovery? If I go off Medicaid now and don’t die till I’m, say [...]

Question: My partner and I are in our 70’s and not married but all of our assets are in both our names. How will this affect us as far as our home if one was to have to go into a nursing [...]

Question: We all hear about the 5-year Medicaid look-back period of an irrevocable trust and after the 5 years your assets are protected. What if you put an asset into the trust one week before [...]

Question: Does Medicaid estate recovery only apply to those that are recipients of Medicaid? Response: Yes, but it might not always seem that way. Medicaid estate recovery only applies to the [...]