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  • We Do Elder Law
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  • Resources
    • Hot Topics
    • Blog
      • Reader Favorites
      • General
      • Medicaid
      • Medicare
      • Social Security
      • Tax Issues
      • Wills
    • Newsletter
  • About
    • Bob Mason, Attorney
    • Staff
      • Ann Mason, Practice Manager
      • Jennifer Barbee Swift, Benefits Specialist
      • Tammy Webster, Trust Funding Specialist
    • Testimonials
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Medicaid Transfer Penalty: Avoid This Costly Mistake

April 26, 2025 by bob mason

That's a "no-no" if you want to avoid a Medicaid transfer penalty

The Medicaid transfer penalty is the most common issue we deal with when we submit an application for Medicaid nursing home benefits. Question: Do you know someone who MIGHT have to consider a nursing home placement and a Medicaid application within the next 5 years? Next …

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Surprise! Your Medicare Premiums Might Go Up.

February 27, 2022 by bob mason

Edith Flimpster

Selling an appreciated asset or cashing-in/drawing down an IRA or an annuity are often necessary in a Medicaid context. An individual or couple looking at nursing placement may have no choice. It may be necessary to get the person going to the nursing home under $2,000 of …

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NORTH CAROLINA SPECIAL ASSISTANCE

September 20, 2021 by bob mason

Medicaid in an Assisted Living Facility? Think again! You’ve been looking at assisted living facilities for Mom, who simply can’t be left home alone anymore and who cannot afford round the clock in-home care. The admissions people at the assisted living facility have asked. …

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Late Second Marriage?

September 20, 2021 by bob mason

a-famous-late-second-marriage

Tying the Knot? Or Just Moving In? When a client tells me that he or she is considering a second marriage, for terribly unromantic reasons (I guess I’m the anti-cupid...darn lawyer!) I recommend that the client plan carefully—very carefully—before going into a later-in-life …

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NC Facilities to Open for Visits

March 19, 2021 by bob mason

Opening back up! Great news! North Carolina nursing homes AND assisted living facilities will be opening up for visitors as early as next week. Last week the Centers for Medicare and Medicaid Services (CMS) issued guidance allowing visitation in long term care facilities …

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