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Medicaid 5-Year Look-Back Period PA Ultimate Guide

By Robert C. Gerhard, III

The Medicaid 5-year look-back is a complex process that determines whether or not an individual is financially eligible for Medicaid benefits. In this article, we explore what the Medicaid 5-year …

Estate Recovery: Will the Medicaid Estate Recovery Program Take My House?

By Robert C. Gerhard, III

The Medical Assistance (Medicaid) Estate Recovery Program seeks repayment of Medicaid benefits from the probate estates of certain deceased Medicaid recipients. Most paybacks under the estate recovery program come from …

Pennsylvania Power of Attorney Documents Must Meet Certain Requirements

By Robert C. Gerhard, III

Pennsylvania law sets forth certain requirements for a power of attorney to be valid. Here are some basics: Notice Page A power of attorney signed on or after April 12, …

Looking Back, A Thank You to The Montgomery Bar Association’s Elder Law Committee

By Robert C. Gerhard, III

Looking back, I owe a debt of gratitude to the Montgomery Bar Association for helping me get my start over 20 years ago in the specialized field of elder law. …

What Happens If I’m Denied Medicaid Benefits or Receive a Penalty From the Results of the Look-Back Period?

By Robert C. Gerhard, III

Medicaid is essential in helping individuals access medical care, especially elderly patients in need of long-term nursing care. But accessing Medicaid requires undergoing the 5-year look-back period, which is when …

How to Avoid the Medicaid 5-Year Look-Back Period

By Robert C. Gerhard, III

The Medicaid 5-year look-back is designed to review an applicant’s personal finances for the previous 60 months to ensure he or she qualifies for Medicaid long-term care benefits and to …

Gifts Can Create Ineligibility for Pennsylvania Medical Assistance (Medicaid) Long-Term Care Benefits

By Robert C. Gerhard, III

Parents sometimes help their children financially. Grandparents give money to their grandchildren. Unfortunately if that parent or grandparent is admitted to a nursing home within 5 years of such gifting and needs to apply for Medical Assistance…

How Does Pennsylvania Treat Joint Bank Accounts for Medicaid Eligibility?

By Robert C. Gerhard, III

There are various pitfalls of parents and children owning bank accounts jointly, especially when it comes to applying for Medicaid long-term care benefits.

Super Lawyers 2021 Top 100; Robert C. Gerhard Makes the List!

By Robert C. Gerhard, III

I bumped into a friend and fellow attorney, Katherine, at the Jersey shore in late July and to my surprise she congratulated me for making the 2021 Pennsylvania Super Lawyers …