Experience and Knowledge When You Need It Most
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Special Education Law and Advocacy Training
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Legal Issues are Fast Solving in Modern Firms
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A Family Theft – Part 1
What happens if a family member takes money from another family member without permission and the second family member needs to apply for Medicaid? That is exactly the scenario faced by Joe who called me about his two sisters, Mary and Sophie. Mary and Sophie had been living together for many years. Sophie had always relied on Mary to take care of her finances. While she had never been deemed incapacitated she had some mental health issues that prevented her from living independently. Thankfully, Mary had been there for her and taken care of things – until Mary’s health deteriorated and she needed care herself. Mary moved out of state to live with her daughter. That’s when Joe stepped in as power of attorney. At that point Sophie could no longer walk, bath or dress herself. She needed nursing home care. Joe contacted me to help with the Medicaid application because within several months Sophie was expected to exhaust her assets – in Medicaid terms spend down her remaining assets. I explained to Joe the documentation we would need for a Medicaid application and that’s when he told me what he had