Are Payments to Third Parties Subject to the Five-Year Look-Back Period When Applying for Medicaid?

Brooke Swier Schloss
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Estate Planning & Family Law Attorney

 

The answer is technically yes. It is a gift and subject to the five-year rule. Practically you might get away with it, but it’s a question of honesty and public policy. When you apply for Medicaid, the application asks if you’ve made any gifts during the prior five years. If you say no, the workers may not pick up a payment on behalf of someone else in your financial records. But do you really want to do this? 

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