QUESTION
Do we have to report the money my mother will inherit to the state?
Asked on Mar 30th, 2016 on Estate Planning - Oregon
More details to this question:
My mother has Social Security and a small pension. She is in assisted living and Medicaid covers what she is not able to cover. She is about to receive a small inheritance of $24,000.00 We would like to use the money for a car that will accommodate a wheelchair.
1 ANSWER
Probate Attorney serving Newport, OR
at
Minor, Bandonis & Haggerty P.C.
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Yes, you have to report it; your plan to buy a car which would accommodate her wheelchair might be an acceptable "spend down." You could work with a lawyer who works in "elder law," or just discuss this matter with your mother's SPD caseworker.
Answered on Apr 28th, 2016 at 1:30 AM