San Jose, CA asked in Estate Planning for California

Q: can estate recovery take away house?

My parents did a quitclaim deed to my brother about 15 years ago to release ownership of the house, he has been paying taxes and everything since then. Later parents were in the medicaid and medical program. If they pass away, can the medicaid or medical (CA) program take back the house?

Thanks for the advice.

Related Topics:
2 Lawyer Answers
Nina Whitehurst
PREMIUM
Nina Whitehurst pro label Lawyers, want to be a Justia Connect Pro too? Learn more ›
Answered
  • Estate Planning Lawyer
  • Crossville, TN
  • Licensed in California

A: Medicaid can’t take back a gift made by a Medicaid recipient unless it was made to hinder, defraud or delay Medicaid at that time, which clearly wasn’t the case. Medicaid can impose penalties for gifts made in the past, but the look back period is way fewer than 15 years, and Medicaid in California only makes claims for estate recovery against probate estates, so chances it is highly unlikely that your brother is going to hear from Medicaid about the house.

Anthony M. Avery agrees with this answer

1 user found this answer helpful

Julie King
Julie King
Answered
  • Estate Planning Lawyer
  • Monterey, CA
  • Licensed in California

A: When someone applies for a needs-based government benefit like Medicaid (needs-based means the people eligible for the benefit must have a medical need and less than a certain dollar amount in "available" resources), the government will look back many years -- frequently five (5) years from the date on which the person applied for Medicaid -- to see if the person transferred any assets to others. If the transfer of assets was to defraud, delay or hinder Medicaid, the person won't be eligible to receive the benefits until a certain period of time passes. So, there will be a delay before the person will be able to get Medicaid. You should be pretty safe with a transfer made 15 years ago, but a lawyer would need to learn all the details of the situation before making a specific determination in each person's case.

Justia Ask a Lawyer is a forum for consumers to get answers to basic legal questions. Any information sent through Justia Ask a Lawyer is not secure and is done so on a non-confidential basis only.

The use of this website to ask questions or receive answers does not create an attorney–client relationship between you and Justia, or between you and any attorney who receives your information or responds to your questions, nor is it intended to create such a relationship. Additionally, no responses on this forum constitute legal advice, which must be tailored to the specific circumstances of each case. You should not act upon information provided in Justia Ask a Lawyer without seeking professional counsel from an attorney admitted or authorized to practice in your jurisdiction. Justia assumes no responsibility to any person who relies on information contained on or received through this site and disclaims all liability in respect to such information.

Justia cannot guarantee that the information on this website (including any legal information provided by an attorney through this service) is accurate, complete, or up-to-date. While we intend to make every attempt to keep the information on this site current, the owners of and contributors to this site make no claims, promises or guarantees about the accuracy, completeness or adequacy of the information contained in or linked to from this site.