[Fredslist] Elder Parent Medicaid Question

[Susan Zinder]

Hey Gotham –

Former Gotham member Laura Willis has a pressing problem regarding her mother – in – law who is on Medicaid.  Please see below – her mother in law currently lives in supportive housing, but Laura and her husband need to move her closer to them.

Please help if you can – and contact Laura directly –

Her contact info is:


646.492.8300 x 1040 (office)

l<mailto:lwillis at jmtconsulting.com>willis at jmtconsulting.com<mailto:lwillis at jmtconsulting.com>
She was a great Gotham member and if we can help her out maybe she can join us again!!!!!

Susan

Susan F. Zinder

(o) 646-380-6715
(c) 917-370-3369
szinder at zinderlaw.com<mailto:szinder at zinderlaw.com>

This email and any attachments thereto, is/are intended only for use by the addressee(s) named herein and may contain legally privileged and/or confidential information.  If you are not the intended recipient of this email, you are hereby notified any dissemination, distribution or copying of this email, and any attachments thereto, is strictly prohibited.   If you receive this email in error please notify Susan Zinder via email at szinder at zinderlaw.com<mailto:szinder at zinderlaw.com> or call 646.380.6715 and permanently delete the original copy, any copy of this email and any printout thereof.


From: Laura Willis <lwillis at jmtconsulting.com>
Date: Thursday, May 20, 2021 at 8:16 PM
To: Susan Zinder <szinder at zinderlaw.com>
Subject: hey Susan! and a question

Hey Susan!  I have a question in relation to Medicaid, NYC co-op apartments, and rent. My mother-in-law lives in nonprofit supportive housing where she pays a percentage of her income, which is solely Social Security (so it's a few hundred a month), she is already on Medicaid and receives SNAP benefits. Unfortunately, she is a 45-minute drive from us in Westchester, the house has stairs, and her mobility is declining rapidly. My husband and I recently sold his old bachelor pad and have money to purchase a studio co-op apartment within walking distance of our Bronx co-op. We have identified a building whose board allows relatives of the shareholders to be the tenant and shareholder occupancy is not required. We would pay 100% cash for the purchase and pay the maintenance as well.

Our big question is, will Medicaid require us to charge her rent? Are there other potential implications for her, or for us financially that we have not thought out here? Do I need an eldercare lawyer to figure this out, and is there someone you would recommend? I wasn't sure if Gideon Schein would handle this type of matter.

We were planning on making an offer on a place tomorrow afternoon, but were worried about going into contract and then finding out this would be complicated. The attorney who handled our recent sale (and the sale of the co-op we live in 8 years ago) has only dealt with people who wanted to get on Medicaid and are divesting assets, not someone who is on it already.

This may not be within your wheelhouse at all, but you are one the smartest ladies I know and I wanted to say hello!

Best, Laura
[Image removed by sender.]<https://jmtconsulting.com/>


Laura Willis

Client Success Advocate

646.492.8300 x 1040 (office)

l<mailto:lwillis at jmtconsulting.com>willis at jmtconsulting.com<mailto:lwillis at jmtconsulting.com>

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Schedule a time to talk: https://info.jmtconsulting.com/meetings/lwillis

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