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My mom has been deemed by Adult Protective Services that she can no longer live alone due to her declining physical health. She does not want to be placed in a nursing home, and in home health care is an option that has been discussed by APS. My moms monthly social security check is $1,543.10. She has no other source of income. She is 82 years old. Since January 2016, she is unable to drive. So her bank balance has risen to $2988.14. She has $500 in a savings account. So she is approximately $1,488 OVER the $2000 allowed cash to be eligible for Medicaid. My older sister paid for her funeral/burial plan using a payment plan at the funeral home in my mom's town of residence. Sister has receipt for plan's payment in full. The amount is considerable more than the overage of $1488. Is it legal for my mom to write my sister a check for $1488 to help reimburse her for the burial plan my sister paid for? Would this be acceptable on 5 year lookback for Medicaid application?

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Writing a check to sis would be a problem. Writing a check to a funeral home would not.
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Thanks for your response. My sister and I have been buying those items for her as she needs them. My sister paid for her burial plan in full using a payment plan with the local funeral home in the town where my mom resides. She has the burial plan contract paid in full receipt . Could my mom write her a check to partially reimburse my sister for the burial plan?
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The difficulty is that the state of Texas tends to view payments made directly to children without an agreement in place in advance to be gifts made by the children to a parent. With mobility problems, would your mom benefit from a lift chair or other assistive devices? Medicare doesn't pay for the chair, just the lifting mechanism, and they can be pricy. Or dental work or spare eyeglasses or a stock of incontinent supplies...speaking from experience reimbursements to children get looked at twice, even for things like funerals. But Medicaid won't fuss about comfy clothes for Mom, extra medical supplies that will last as she will be homebound, or spare medical devices. What you get with private pay is frequently nicer or more custom than Medicare or Medicaid provides.
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