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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 Elder Law Special Needs Trusts

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 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 …

Should you Hire an Attorney for a Medicaid Application?

By Robert C. Gerhard, III

Applying for Medicaid long-term care benefits can be very overwhelming if you’ve never completed the process before. Terms like “five-year lookback,” “spousal resource allowance,” “monthly maintenance needs allowance,” and “transfer …

Is Disinheriting Your Spouse Sound Medicaid Planning to Protect Assets from Nursing Home Costs?

By Robert C. Gerhard, III

Should you disinherit your spouse and leave assets to your children to protect money from nursing home costs? It is common for estate planners to write wills and create beneficiary …