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I. How We Work in Washington. Based on your preferences, we provide you with information about one or more of our contracted senior living providers ("Participating Communities") and provide your Senior Living Care Information to Participating Communities. The Participating Communities may contact you directly regarding their services. APFM does not endorse or recommend any provider. It is your sole responsibility to select the appropriate care for yourself or your loved one. We work with both you and the Participating Communities in your search. We do not permit our Advisors to have an ownership interest in Participating Communities.
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You will need a lawyer and the Wills to sort this out. If they were on Medicaid, yes the Medicaid Estate Recovery Program will have a lien on the estate. Even if mom named you in a Will, the bills are all paid before anything is distributed.
There is not enough detail here to give you a clear answer. You don't say how long they were married. You say assets were divided, but how? With a promise? With a Life Estate document? With a Trust? A Will? You don't say which one was on Medicaid? So I will guess. He dies first. Usually the wife gets everything. But the wife is on Medicaid, then she dies, so MERP gets everything, even if her Will says divide it. Heirs only get what is left after all claims are paid.
Sorry for lack of info: When my biological father died in 1978, thru probate, Mom got half of real property and we kids got other half. Mom's will dated 1981 states that upon her death, we get her half. Her second husband died in 2015 and left a Will which is in probate now, but Mom has been left out because his real property was his before marriage. So, Mom applied for Medicaid during her marriage to 2nd husband and now after her death Medicaid filed claim. Per Legal Aid atty, Medicaid cannot take property because we kids are in deed and per Will her interest goes to us. Do you agree?
You need a really good probate atty and maybe one that specializes in real estate probate issues if you want to have any degree of getting any of the assets of their estates. Whatever is done is going to be complex.
So who is the executor for you mom's 2nd husband current probate? They will need to be on the same page as you in all this to make things work easily. If it's his kids from earlier marriage, they may not be interested. You can pretty easily find out what's happening with his probate by getting a docket report & maybe downloading anything filed as probate is open records court, I think in all states. Actually I'd suggest you do this first, get docket info and request copies of … the will, the assets of the estate list and if there is a claim against the estate list on file then that too.
If stepdad was on Medicaid and his family opened probate, MERP should have made a determination if it was going to file a claim in probate or not by now.
If only mom was on Medicaid and she has assets, you need to discuss with your atty whether there is likely to be a claim filed or if MERP can try to attach his assets.
The "deed" so was it actually filed at the courthouse, so that the ownership names on her property was changed to read her name and all of the kids names? And this change shows up year after year on tax assessor records and any other property ownership records? If it wasn't actually changed and recorded, you are probably out of luck. If it was and it shows each of you all as owners, mom's share of the property is an asset of her estate and MERP can attempt recovery of $ paid for her care from that asset. If you do probate, then how that can be done is interdependent on probate rules. If you do nothing, MERP will more than likely place a claim or a lien on the property for whatever amount MERP is "owed". To later on sell or transfer the property, it's going to need an atty to get this cleared. Your best off dealing with all this now via probate for mom's estate and being working friendly with the executor of step dads estate. If you can be friendly, maybe speak with their probate guy as a first step. They will have names of others for you if need be. It's not a Legal Aid type of work, imo. Allow for maybe 6K for retainer.
By proceeding, I agree that I understand the following disclosures:
I. How We Work in Washington.
Based on your preferences, we provide you with information about one or more of our contracted senior living providers ("Participating Communities") and provide your Senior Living Care Information to Participating Communities. The Participating Communities may contact you directly regarding their services.
APFM does not endorse or recommend any provider. It is your sole responsibility to select the appropriate care for yourself or your loved one. We work with both you and the Participating Communities in your search. We do not permit our Advisors to have an ownership interest in Participating Communities.
II. How We Are Paid.
We do not charge you any fee – we are paid by the Participating Communities. Some Participating Communities pay us a percentage of the first month's standard rate for the rent and care services you select. We invoice these fees after the senior moves in.
III. When We Tour.
APFM tours certain Participating Communities in Washington (typically more in metropolitan areas than in rural areas.) During the 12 month period prior to December 31, 2017, we toured 86.2% of Participating Communities with capacity for 20 or more residents.
IV. No Obligation or Commitment.
You have no obligation to use or to continue to use our services. Because you pay no fee to us, you will never need to ask for a refund.
V. Complaints.
Please contact our Family Feedback Line at (866) 584-7340 or ConsumerFeedback@aplaceformom.com to report any complaint. Consumers have many avenues to address a dispute with any referral service company, including the right to file a complaint with the Attorney General's office at: Consumer Protection Division, 800 5th Avenue, Ste. 2000, Seattle, 98104 or 800-551-4636.
VI. No Waiver of Your Rights.
APFM does not (and may not) require or even ask consumers seeking senior housing or care services in Washington State to sign waivers of liability for losses of personal property or injury or to sign waivers of any rights established under law.
I agree that:
A.
I authorize A Place For Mom ("APFM") to collect certain personal and contact detail information, as well as relevant health care information about me or from me about the senior family member or relative I am assisting ("Senior Living Care Information").
B.
APFM may provide information to me electronically. My electronic signature on agreements and documents has the same effect as if I signed them in ink.
C.
APFM may send all communications to me electronically via e-mail or by access to an APFM web site.
D.
If I want a paper copy, I can print a copy of the Disclosures or download the Disclosures for my records.
E.
This E-Sign Acknowledgement and Authorization applies to these Disclosures and all future Disclosures related to APFM's services, unless I revoke my authorization. You may revoke this authorization in writing at any time (except where we have already disclosed information before receiving your revocation.) This authorization will expire after one year.
F.
You consent to APFM's reaching out to you using a phone system than can auto-dial numbers (we miss rotary phones, too!), but this consent is not required to use our service.
Even if mom named you in a Will, the bills are all paid before anything is distributed.
He dies first. Usually the wife gets everything. But the wife is on Medicaid, then she dies, so MERP gets everything, even if her Will says divide it. Heirs only get what is left after all claims are paid.
So who is the executor for you mom's 2nd husband current probate? They will need to be on the same page as you in all this to make things work easily. If it's his kids from earlier marriage, they may not be interested. You can pretty easily find out what's happening with his probate by getting a docket report & maybe downloading anything filed as probate is open records court, I think in all states. Actually I'd suggest you do this first, get docket info and request copies of … the will, the assets of the estate list and if there is a claim against the estate list on file then that too.
If stepdad was on Medicaid and his family opened probate, MERP should have made a determination if it was going to file a claim in probate or not by now.
If only mom was on Medicaid and she has assets, you need to discuss with your atty whether there is likely to be a claim filed or if MERP can try to attach his assets.
The "deed" so was it actually filed at the courthouse, so that the ownership names on her property was changed to read her name and all of the kids names? And this change shows up year after year on tax assessor records and any other property ownership records? If it wasn't actually changed and recorded, you are probably out of luck. If it was and it shows each of you all as owners, mom's share of the property is an asset of her estate and MERP can attempt recovery of $ paid for her care from that asset. If you do probate, then how that can be done is interdependent on probate rules. If you do nothing, MERP will more than likely place a claim or a lien on the property for whatever amount MERP is "owed". To later on sell or transfer the property, it's going to need an atty to get this cleared. Your best off dealing with all this now via probate for mom's estate and being working friendly with the executor of step dads estate. If you can be friendly, maybe speak with their probate guy as a first step. They will have names of others for you if need be. It's not a Legal Aid type of work, imo. Allow for maybe 6K for retainer.