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: 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, [...]

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 [...]

Question: Can you tell me if the exception for Medicaid applies between spouses to transfer the home, when one spouse does not live in the home but is not legally separated and is the healthy [...]

Question: My dad who is 81 years old has been ill for the entire summer, I want to try to get him in a position to qualify for MassHealth in the future. He owns a condo that is in a life estate [...]

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: 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: 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: My mother may need to go into long-term nursing home care and apply for Medicaid. She wants to be at home, but we are not sure how long we can continue to pay out-of-pocket for home [...]

Question: My wife will need to move to a nursing home memory care facility within 6 months. We own our home in Massachusetts and I understand as the community spouse I can stay in the home. (It [...]