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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 transfer"
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 Can Nursing Home Resident Co-Sign Loan?
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By Harry Margolis
In Long-Term Care Planning
Posted December 4, 2024

Can Nursing Home Resident Co-Sign Loan?

Question: My husband is a long-term patient in a nursing home and is on Medicare and Medicaid. Can he be a co-signer on a student loan for his granddaughter? There are no assets in his name but [...]

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 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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 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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 Transferring House to Child with a Disability
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By Harry Margolis
In Long-Term Care Planning, Special Needs Planning
Posted October 13, 2017

Transferring House to Child with a Disability

Question: My mother is receiving Medicaid now and wants to transfer her home to her son who is disabled, under 65 years old and has an income of less than $2,000. Can she do this even if she is [...]

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Harry Margolis book: The Baby Boomers Guide to Estate Planning

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