Q: My husband's nursing home referred me to an agency to help me get Medicaid benefits for him. At 77, I have a small fixed income and need to hold into the little I have for my remaining years. The agency's staff person said I shouldn't report the
A: You have good reason for concern. Hiding assets and falsifying information on a Medicaid application is a crime. Certain gifts may be exempt from Medicaid penalties and are permissible, but even so, you must report them. All this could end badly for you, even if you are just following the advice of a so-called expert.
In 2015 the
It is prudent to cut ties with the agency. Remind them you were told not to report the gift; that may give you some leverage and make them more inclined to refund your money. Even if you lose your retainer, that may be a minor loss compared to what you would lose if you were found to have submitted an intentionally false Medicaid application. Then see an experienced
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