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Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself.
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Archives

Tag Archives for: "caretaker child exception"
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 How Do We Apply for the Caretaker Child Exception for Our Mother’s House?
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By Harry Margolis
In Long-Term Care Planning
Posted September 8, 2023

How Do We Apply for the Caretaker Child Exception for Our Mother’s House?

Question: My mother owns her home and her two sons, one who is disabled have lived with her for over eight years. In the last three years she has developed dementia. My brothers took care of her [...]

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 How Can We Protect Our House From Medicaid Estate Recovery?
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By Harry Margolis
In Long-Term Care Planning, Real Estate
Posted September 23, 2022

How Can We Protect Our House From Medicaid Estate Recovery?

Question: My name and my dad’s name are on the deed to our house. He is going to a nursing home and will eventually go on Medicaid. Can they take the house from me? My name has been on the [...]

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 Can My Parents Give Me Their Home as Compensation for Care I Provide Them?
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By Harry Margolis
In Long-Term Care Planning, Real Estate
Posted February 21, 2020

Can My Parents Give Me Their Home as Compensation for Care I Provide Them?

Question: In California, can I have my parents deed their house to me as compensation for taking care of them? It has been 5 years and I am drowning. Response: I don’t practice in [...]

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 When to Transfer Mother-in-Law’s House When Applying for Medicaid
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By Harry Margolis
In Long-Term Care Planning
Posted November 8, 2019

When to Transfer Mother-in-Law’s House When Applying for Medicaid

Question: My wife has been living in her mother’s home for the past 4 years as her mother’s caregiver to enable her to live at home rather than at a nursing facility. She has all the [...]

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 Does Caretaker Child Exception Apply to Estate Recovery?
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By Harry Margolis
In Long-Term Care Planning
Posted February 1, 2019

Does Caretaker Child Exception Apply to Estate Recovery?

Question: We lived with my mother-in-law in her house for two years prior to her being a Medicaid recipient for adult day care for Alzheimer’s patients.  She never went into a nursing home [...]

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 If My Father Moves to a Nursing Home, will Medicaid Take his House Where I also Live?
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By Harry Margolis
In Long-Term Care Planning
Posted February 23, 2018

If My Father Moves to a Nursing Home, will Medicaid Take his House Where I also Live?

Question: I’ve lived with my dad since 2011 but we never got a chance to put his house in my name. I moved in to help out because my mom passed! Recently my dad got sick, now he’s in [...]

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 Can I Pay Off My Mother’s Mortgage in Exchange for Her Home Without Affecting Her Medicaid?
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By Harry Margolis
In Long-Term Care Planning
Posted January 19, 2018

Can I Pay Off My Mother’s Mortgage in Exchange for Her Home Without Affecting Her Medicaid?

Question: So, if I purchase my mother’s home just for the amount owed on the loan now, will her benefits stop? My understanding is only if she were to have extra money? Also if I have [...]

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 Can Stepfather’s House be Saved by Transferring it to Disabled Stepdaughter?
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By Harry Margolis
In Long-Term Care Planning
Posted September 29, 2017

Can Stepfather’s House be Saved by Transferring it to Disabled Stepdaughter?

Question: My grandmother got married in 1970 when her kids were all teenagers or older so their stepfather never officially adopted any of them. Their biological father died when the kids were [...]

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This comprehensive guide provides all you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

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(An Amazon Prime Reading selection)

Read Sample Chapters

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