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 [...]

Question: I would like to set up a trust in my mothers name. I am her POA and health advocate. Mom was able to get Medicaid this past May and my promise was to keep her in her home and avoid a [...]

Question: My mom died without receiving any Medicaid to help pay for her nursing home. She paid everything from her own money. She was a widow for 25 years before she remarried at the age of 72. [...]