Follow
Share

I was my sister's POA. She recently passed away and I've learned she had a pension that was not disclosed to Medicaid.


I'm not sure what I should do.

This question has been closed for answers. Ask a New Question.
The thing is the pension doesn't pay out till retirement. There is no way that Medicaid would or should have known anything about it. The pension was not being paid out while she was alive.

"Medicaid benefits received on or after age 55 are subject to estate recovery."

I guess you told the Company ur sister passed. Are they willing to pay out in one lump sum? IMO this is part of her estate and now an asset. Yes, you need to talk to an elder lawyer well versed in Medicaid.
Helpful Answer (1)
Report

If the pension was never paid, it’s not a problem for you – you have nothing to repay. I’d inform Medicare and let them deal with it. I'm sure they will be willing to claim it from the company!
Helpful Answer (0)
Report

Where was her pension being deposited?
Helpful Answer (1)
Report
poasister Oct 2022
She passed away at 61 and never received any of her pension. The company has contacted me to pay out the pension, but there is no will or estate to pay it to. Plus, I'm sure Medicaid would want it since my sister has been in a nursing home for 10 years, on Medicaid.
(0)
Report
No will...no estate. I realize POA ends at death but I am still the person responsible.

I will contact an elder attorney.
Helpful Answer (0)
Report

I’d see an elder attorney. POA ends at death. If there is a will, the Executor needs to handle the estate (and the pension issue).
Helpful Answer (1)
Report

This question has been closed for answers. Ask a New Question.
Ask a Question
Subscribe to
Our Newsletter