From the facts here it sounds like you need a financial power of attorney. The procedure is spelled out in Chapter 1337 of the Ohio Revised Code. To ensure your POA is valid and likely to be honored I recommend meeting with an estate planning attorney to work with you.

Best of luck.

She can make her own decisions until a probate court appoints someone to be her guardian. If she designates a POA, then the person named can take action on her behalf. But another family member, like her son, could challenge it in probate court and ask to be guardian. The judge would then... View More

Your mother is not capable of executing any document. In order to transfer real property most likely a guardianship will have to be placed by the Probate Court. Your mother is in a nursing home, so unless the assets of your parents are already protected, they will be required to spend down their... View More

He must first put the house into his name only. Then, if he sells his house, he can use the money to buys another house.

You can file for a guardianship in the probate court. Check the probate court web site for the guardianship process, and use the Find a Lawyer tab to retain a local probate attorney who handles guardianships to advise you. You can also call local senior services to assist until the the... View More

You're walking a fine line here. Ohio Medicaid presumes that transfers to family members are "improper" under the Medicaid rules. The burden is on you to prove otherwise.

Issue 1: Could Medicaid put a lien on the house? - It depends on how title to the home is held. If... View More

Anyone can call 911 for any reason. Whether they will remove your dad from the nursing home depends upon whether they discover a problem when they arrive.

Medicaid could put a lien on half of the house in order to recoup any funds they paid on behalf of your mother. This is assuming she was in a nursing home or received nursing home waiver services or received Medicaid benefits after age 55.

However, if you took care of your mother for 2... View More

No problem. There is a separate statute for that. See Section 2106.18 of the Ohio Revised Code. (link below) You can usually accomplish this by going to the BMV as long as the value does not exceed $65,000 under current law.

https://codes.ohio.gov/ohio-revised-code/section-2106.18

Unless there was a TOD on file for the vehicle, then it will require probate in order to transfer the title to the van. The vehicle will be transferred to whomever is named in the Will, or whom is required under Ohio's rule of descent and distribution if there is no Will. See Section 2105.06... View More

If the truck is worth less than $5,000 and you paid for the funeral and the funeral cost more than the value of the truck, then you can file for a Summary Release from Administration and Medicaid does not need to be informed or paid back.

That's an interesting question. You are essentially trying to have a new POA created with the same terms as the old POA. As phrased, the answer is probably no, but there may be ways around it. Keep in mind that you shouldn't need the original POA when acting for your parents for most... View More

Yes. I'm not sure of your exact question. Are you concerned about her losing benefits? Residence issues? In some cases, him moving in can have numerous benefits regarding preserving her estate. I recommend sitting down with an experienced estate planning attorney to review the situation in... View More

Life insurance proceeds are exempt from Ohio Medicaid Estate Recovery, if payable to an individual beneficiary.

It would probably make sense to put the house into a trust in order to avoid some of these issues.

Depending on your goals, it might be a revocable trust or it might be an irrevocable trust.

You should definitely consult with an attorney for this before doing anything.

The short answer is probably yes. You may be able to contest the grounds for the trespass with the parent company who owns the nursing home, however. Ultimately, it may be better to move your ex-mother-in-law to another facility. For a more detailed answer I recommend sitting down with an... View More

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answered on Dec 17, 2020

Medicare does not pursue estate recovery for benefits paid. It is considered an “entitlement” benefit that is earned by taxes paid during working years and premiums paid after enrollment.

Interesting question. You certainly cannot be responsible for repaying any money that you spent on behalf of your mother for her expenses like medical expenses, nursing home bills, taxes, insurance, etc. One tricky question is whether you are liable to the estate for payments that you made to... View More

If he is incompetent, then you can apply to be his guardian and take control over his finances. You could also notify his bank that you believe he's incompetent or under undue influence. If he's competent and not under undue influence, then your options are very limited.

If she is able to sign her name and is aware of what she is doing, then she can sign a power of attorney form that grants you power of attorney.