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Pennsylvania Elder Law Library

Robert C. Gerhard IIIPennsylvania Elder Law Library
All Articles Estate Planning Estate & Trust Administration Medicaid Planning Medicaid Estate Recovery Power of Attorney Ultimate Guides

Can a Power of Attorney Transfer Money to Themselves?

By Robert C. Gerhard, III

The person you name as power of attorney is generally prohibited from self-gifting unless you specifically authorize the person to make gifts to themselves in the POA document. This question …

Becoming A Financial Power of Attorney: Why Should I Hire A Lawyer?

By Robert C. Gerhard, III

A Pennsylvania resident needs to be certain their POA complies with Pennsylvania law, or it won’t be valid. Some online forms do not comply with current Pennsylvania law.  The power …

Limited Power of Attorney: What Can I Do For Free?

By Robert C. Gerhard, III

There is a limited POA that you can do for free. Many banks and financial institutions have forms that grant “limited power of attorney” to the person of your choosing. …

How to Get Financial Power of Attorney in Pennsylvania

By Robert C. Gerhard, III

Here are several key points about how to get a financial power of attorney (POA) in Pennsylvania: The Client Should Be the One to Call the Office. Ideally the person …

Documentation Required for Medicaid in Pennsylvania

By Robert C. Gerhard, III

We receive many phone calls from potential clients who have run into challenges with applying for Medicaid in PA or the Medicaid application process and we see a number of …

Why was my Medicaid application for nursing home benefits denied and what can I do?

By Robert C. Gerhard, III

There are four main hurdles for a person applying for Medicaid long-term care benefits: 1) medical eligibility, 2) providing verification to support the Medicaid application, 3) financial eligibility, and 4) …

How is Pennsylvania’s Medicaid Transfer Penalty Calculated in 2024?

By Robert C. Gerhard, III

The Pennsylvania Department of Human Services released its 2024 “MA LTC Eligibility Fact Sheet” which sets forth various inflation adjusted numbers that are used to determine when an applicant is …

Can You Have Assets and Still Qualify for Medicaid Long-Term Care Benefits?

By Robert C. Gerhard, III

A person can have certain assets of significance and still qualify for Medicaid long-term care benefits. I received a call from someone whose father was trending toward the need for …

How to Appeal A Medicaid Transfer Penalty

By Robert C. Gerhard, III

If you have been denied Medicaid benefits due to an alleged transfer for less than fair market value, you may feel overwhelmed. Fortunately, you can file an appeal, even while …