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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

What Assets Are Exempt From Medicaid Estate Recovery Rights?

By Robert C. Gerhard, III

When a Medicaid beneficiary passes away, their estate may be obligated to pay back outstanding debts, potentially including Medicaid long-term care benefits. However, some assets are exempt from Medicaid estate …

Power of Attorney vs. Guardianship in Pennsylvania

By Robert C. Gerhard, III

Here are some points of comparison between a Power of Attorney and a guardianship in Pennsylvania.  A Power of Attorney (POA) is a relatively inexpensive document that is part of …

How are Income Payments to the Nursing Home Calculated for Medicaid Long-Term Care Benefits?

By Robert C. Gerhard, III

It is important to make sure that a Medicaid applicant’s income is properly calculated and paid to the nursing home. Sometimes a Medicaid application is filed and remains pending for …

Should you Name Two People to Serve as Power of Attorney?

By Robert C. Gerhard, III

There are several protections your lawyer can include when drafting your power of attorney. These protections can limit your agent’s authority and hold that agent accountable. First, be sure to …

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 …