Can I Transfer My Grandmother’s Car to My Name Without Causing a Medicaid Penalty Period?

An elder law attorney suggested the purchase of a vehicle as a way to protect some of my grandma’s assets. While this would be excluded during the Medicaid spend-down, what can we do to prevent the car from being taken by estate recovery after she passes? I was told to do a title transfer from her name to mine after she is qualified for Medicaid. Is it really that simple?

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Estate Tax

2021 Update: Should You Be Concerned about the Estate Tax?

By James S. Rizzo, Esq.* “The difference between death and taxes is death doesn’t get worseevery time Congress meets” – Will Rogers I frequently tell clients if they have to worry about the estate tax, it’s generally a “good problem to have”, as that means their asset level is quite high. That was not the

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2021 Update: “Basics” of Medicaid and Nursing Homes

By James S. Rizzo, Esq.* “Out of intense complexities, intense simplicities emerge.” – Winston Churchill There is very little “basic” about Medicaid. When faced with a life altering long term nursing home stay, it is important to consult a professional to review your family’s assets and income and to determine the best option, if any,

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