Medicaid Lookback Exception: Transfer to Blind or Disabled Child

Are you or is a loved one facing the need for long term nursing home

Douglas L. Kaune, Esq.

care? Do you want to protect the assets for a disabled child or other disabled beneficiary. There is a little known exception to the usual five (5) year look back/ineligibility rules for gifting. You can transfer assets to or in trust for a blind or disabled child without penalty or medicaid ineligibility. Read this article for a more detailed review by clicking here. Just by knowing this exception exists, you could protect the entire estate from the rising cost of nursing home spending.

The rules for Medicaid application and qualification are becoming more and more restrictive. However, there are many elder law planning opportunities available in Pennsylvania (PA) and in other states. These elder law planning opportunities are available to protect the entire or significant portions of the estate from nursing home spending.

For additional questions and a review of other planning opportunities please free to contact Douglas Kaune, Esq. at 610 933 8069 or at
Doug is a member of the National Academy of Elder Law Attorneys (NAELA) and a Partner with Unruh, Turner, Burke & Frees, P.C. which is a full service law firm with offices located in Malvern, Phoenixville and West Chester, PA and also serving clients in Chester County, Montgomery County, Delaware County, Bucks County, Berks County, Philadelphia County Pennsylvania (PA).