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 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: 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: I recently was added to a relative’s mutual fund account as a co-owner. If I were to file for bankruptcy and lost the account, could Medicaid seek a penalty against these funds if [...]

Question: If an individual gave a substantial gift to a church a year or two before moving to a nursing home and needing to apply for Medicaid coverage, can the church be required to return the [...]

One of the prime planning techniques used before a change in the  law meant to bar it, often referred to as “half a loaf,” was for the Medicaid applicant to give away approximately half of his or [...]

As explained in this post about qualifying for Medicaid coverage of your nursing home care, you’re limited to $2,155 in countable assets (as of 2021 in most states) and your spouse is [...]