Question: Mother and daughter are joint tenants with right of survivorship in mother’s condo. If they want to transfer the condo to an irrevocable trust, but reserve a life estate to the [...]

Question: We live in Massachusetts. In looking for ways to protect our home against MassHealth recovery laws, I have found two methods most talked about that will also allow for a step-up in cost [...]

Question: I live in a house that is in joint names with my father and that carries a mortgage. My name is also on the deed but I was ruled to be permanently disabled back in 2003. Will my 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 [...]

Question: My mother-in-law lives on her own but requires my wife to visit regularly to help her with paying bills, groceries, medication, etc. She is on Medicare with Medicaid picking up some [...]

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 [...]

Question: Both my husband and myself are on Medicaid and over 55. Neither of us has received nursing home care or in home care but my husband is being treated for cancer. Will Medicaid take our [...]

Question: I have a friend who been divorced for more than 10 years. His ex-wife is now in a nursing home and her care is covered by Medicaid. My friend is living in her house and they would like [...]

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: 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 [...]