Blog Archives

A Family Theft – Part 4

In this week’s post I give you the conclusion to Joe’s saga involving his sister Sophie’s Medicaid application.  As I explained in last week’s post, things didn’t go according to our expectation.  When we filed a civil lawsuit seeking to collect the amounts Mary took from Sophie I expected that she would ignore the lawsuit […]

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Right Way and the Wrong Way to Help Out Parents (Part 2)

       In last week’s post I was explaining the wrong way for children to chip in financially to help their parents. The wrong way can cause ineligibility periods for Medicaid and VA benefits. It can also eliminate the ability of the parents to repay the children when they do sell their house.   […]

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Why My Money is Really Our Money – Part 2

       In last week’s article I was discussing the common misunderstanding that spouses often have that the State can’t touch my assets if my spouse needs Medicaid. It’s simply not true and distresses people when I explain it. However, that doesn’t mean there aren’t ways to protect some or possibly all of those […]

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Is There Any Government Benefit Program I Am Not Aware Of? (Part 2)

                In last week’s post I related a common question about government benefits – “is there something out there in the way of benefits that we could get that we’re just not aware of”?                 Most recently, a son, whose dad is in a nursing home already receiving Medicaid benefits, asked me this question.  His […]

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Is There Any Government Benefits I am Not Aware of? Part 1

                In this week’s post I want to talk about a common question I get about government benefits.  “Is there any benefit my family member can get that I am not aware of?”  In other words, “am I missing anything”?  I can certainly understand the reason for the […]

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Getting and Then Keeping Medicaid- Part 3

       This week’s post is the last of 3 on the danger of losing Medicaid after having been approved. In both of our cases the Qualified Income Trust was the cause and each time it happened during the annual redetermination process.        As I explained last week the QIT rules are […]

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Getting Medicaid and then Keeping it (Part 2)

            In my post last week, I started to tell you about the dangers of losing Medicaid benefits after qualifying for them.  That’s because you cannot put things on “autopilot”.  One reason is that getting a Medicaid approval only lasts for one year.  The State requires recipients to go through an annual redetermination process.             […]

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Getting and Keeping Medicaid – Part 1

                In this week’s post I focus back on Medicaid.  As I often tell people, every year it seems that securing Medicaid approvalsis increasingly difficult.  There are more ways to be tripped up by the complex and often confusing rules and regulations.  Many of the problems stem from keeping Medicaid eligibility after it has been […]

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Gift or Theft? – Part 3

       In this week’s post I give you the conclusion to John’s saga with Medicaid. As you will recall, we have applied for Medicaid for John’s sister, Mary. In reviewing the 5 years of records which we must submit to the State, we found that John’s brother, Jerry took $200,000 of Mary’s money […]

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Gift or Theft ? (Part 2)

       In last week’s post I told you about John’s call about Medicaid for his sister, Mary. During our review of her 5 years of financial records we discovered transfers of funds while their brother, Jerry was handling her finances. Jerry admitted that he took the money without Mary’s knowledge so we have […]

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