The Facility Said If I Pay for 2 Years then I’ll Get Medicaid (Part 2)
Last week we were discussing Carol, her mom and a very common disconnect we see when families speak with assisted living facilities. The facility explained it’s requirement that residents private pay for a certain period before being considered for one of it’s Medicaid slots. Carol heard something entirely different, that
The Facility Said If I Pay for 2 Years then I’ll Get Medicaid (Part 1)
It’s a statement we hear frequently when someone calls our office with the following scenario. Mom can no longer live at home alone so daughter, Carol, is exploring assisted living as an option. She tours an assisted living facility and has a conversation with the Community Relations Director. Carol asks
Dad and Aunt Living Together and Dad Needs Medicaid – Now What? (Part 2)
Last week we were discussing George’s dilemma. Dad needs nursing home care but owns the home that he and Aunt Harriet are living in. Is there a way for him to preserve the house for Harriet but avoid a New Jersey Medicaid lien and New Jersey Inheritance tax? The answer
Be Nice To Me – I Pick Your Nursing Home!
Since the mid-1990s, Yale Hauptman has been helping seniors and their families tackle a growing program in this country, the need for long-term care and how to pay for it. The articles and stories contained in this book illustrate a real life picture of what long-term care looks like. Although
Dad and Aunt Living Together and Dad Needs Medicaid – Now What? (Part 1)
George had been looking in on his dad and his Aunt Harriet for years. They had been living together for at least 20 years, ever since his mother died, when Dad moved into Harriet’s home. Now Dad was in rapidly declining health and would need nursing home care and Medicaid
How We Saved Brenda $30,000 and Got Her Granddad Medicaid (Part 2)
Last week we were talking about Brenda, who tried to apply for Medicaid for her grandfather, but ran into a snag. She provided the New Jersey Medicaid caseworker with 5 years of financial records and was told that Granddad still had to spend down another $30,000 from accounts that Brenda
How We Saved Brenda $30,000 and Got Her Granddad Medicaid (Part 1)
Brenda needed help. She had looked after her grandfather for years. When he needed nursing level care she found a nursing home nearby, arranged for him to be admitted and, as agent under his Power of Attorney, spent down his remaining assets. A dutiful granddaughter, she then scheduled an appointment
New Jersey Medicaid and VA Benefits – 2013 Numbers
Every year brings change, sometimes small sometimes big. Many of the government benefit programs that we, as elder law attorneys, work with frequently, such as New Jersey’s Medicaid program and the VA Aid and Attendance program, underwent slight changes as the clock turned to 2013. Let’s review them. Medicaid and VA
How Does a Life Estate Affect New Jersey Medicaid?
For New Jersey Medicaid purposes, a transaction involving a life estate is considered a transfer of assets, but only insofar as the remainder interest is concerned. A Medicaid penalty is assessed on the part that was transferred. If Mom transfers her home to her children but keeps the life estate
Averting the Fiscal Cliff – What Does it Really Mean?
All anyone was talking about in the last days of 2012 was whether Congress and President Obama would work together to avoid an increase in taxes caused by the expiration of a number of tax breaks dating back to President Bush. An agreement was reached at the 11th hour. But