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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: "Medicaid look-back"
Home /
 Can Sister Transfer “Nest Egg” to Protect it from Medicaid Spend Down?
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By Harry Margolis
In Long-Term Care Planning
Posted June 7, 2023

Can Sister Transfer “Nest Egg” to Protect it from Medicaid Spend Down?

Question: Suppose a sibling living in New York State is in need of long-term care. She wants and become Medicaid eligible, so she is planning to transfer her cash assets to her younger sister, [...]

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 Does Misreporting of Trust Income Delay Start of Medicaid Lookback Period?
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By Harry Margolis
In Long-Term Care Planning
Posted April 3, 2023

Does Misreporting of Trust Income Delay Start of Medicaid Lookback Period?

Question: We set up a revocable trust for my mother in September 2000 for my mother with her and myself as co trustees. There are two assets in this trust: a stock portfolio generating taxable [...]

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 What Dates Matter for the Medicaid Transfer Penalty?
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By Harry Margolis
In Long-Term Care Planning
Posted July 15, 2022

What Dates Matter for the Medicaid Transfer Penalty?

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 [...]

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 Does a New Medicaid Look-back Period Begin Every Time Transfers are Made to Trust?
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By Harry Margolis
In Long-Term Care Planning
Posted April 8, 2022

Does a New Medicaid Look-back Period Begin Every Time Transfers are Made to Trust?

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 [...]

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