{"id":2735,"date":"2023-05-15T09:40:56","date_gmt":"2023-05-15T09:40:56","guid":{"rendered":"https:\/\/alcleanscarpet.site\/Weatherby\/2023\/05\/15\/why-bother-with-a-care-agreement\/"},"modified":"2023-06-06T06:52:40","modified_gmt":"2023-06-06T06:52:40","slug":"why-bother-with-a-care-agreement","status":"publish","type":"post","link":"https:\/\/alcleanscarpet.site\/Weatherby\/why-bother-with-a-care-agreement\/","title":{"rendered":"Why Bother with a Care Agreement?"},"content":{"rendered":"

\"business<\/a><\/p>\n

In our last post we provided a brief overview of Care Agreements.\u00a0 This week we consider a recent Louisiana court decision that illustrates a big problem that arises when relatives are paid for providing care services to a loved one and that arrangement is poorly documented.\u00a0 See<\/em> Widley David v. State of Louisiana Dept. of Health and Hospitals<\/span>, No, 2014 CA 0791 (La. Ct. App., First Circuit, decided December 23, 2014).<\/p>\n

Mr. David was a resident of New Roads, Louisiana who was unmarried with no children.\u00a0 He lived by himself until he fell and broke his hip in November 2007.\u00a0 \u00a0Mr. David was initially hospitalized\u00a0 and then he went to a nursing home. \u00a0He remained in the nursing home until his death in 2012 at the age of 97.<\/p>\n

During his stay in the nursing home, Mr. David\u2019s only source of assistance apart from nursing home staff were his closest relatives, who were his nephew Ivy and Ivy\u2019s wife, Mary.\u00a0 The care being provided by those relatives was extensive, including daily visits, bringing clothing and food, paying his bills, and transportation to doctor\u2019s visits.\u00a0 In fact, the amount of care being provided by Ivy was so extensive that Ivy quit his job.\u00a0 In 2008 Mr. David consulted with an attorney and indicated he wanted to compensate Ivy and Mary for the services they were providing to him.\u00a0 Over a 3 year period Mr. David issued six checks to Ivy and Mary for a total amount of $49,150.00.<\/p>\n

Mr. David applied for Medicaid benefits in December of 2010. \u00a0The Louisiana Department of Health and Hospitals (\u201cDHH\u201d) determined in 2011 that the amounts transferred to Ivy and Mary were transfers for less than fair market value.\u00a0 As a result, DHH concluded that Mr. David would be unable to receive Medicaid benefits until a 14 month and 24 day penalty period expired.\u00a0 Mr. David appealed that ineligibility determination.\u00a0 There followed a bit of a back and forth. \u00a0\u00a0First an administrative law judge found in DHH\u2019s favor. On appeal, the state district court reversed that decision. \u00a0\u00a0Finally, in December of 2014 the Court of Appeals re-reversed in favor of the Medicaid authorities.<\/p>\n

The reasoning behind the decision of the David appellate court would essentially provide the same result in Connecticut – a penalty period during which Medicaid would pay no benefits.\u00a0 This type of result is precisely why we advise our clients that payments to loved ones for providing care must be well documented.\u00a0 Connecticut, like Louisiana, conducts an extensive review of a Medicaid applicant\u2019s financial history.\u00a0 If that review reveals transfers for less than fair market value within Medicaid\u2019s 5 year look back period, then those transfers are presumed to be done for the purpose of qualifying for Medicaid.\u00a0 In the case of payments for care services, the applicant has the opportunity to rebut that presumption by providing \u201c[tangible] evidence in the form of a payback arrangement that had been agreed to in writing at the time the services were provided and ensuing payment records are required to rebut this presumption.\u201d\u00a0 See<\/em> La. MEM Sec. I-1673.3.<\/p>\n

Despite the fairly extensive oral testimony at the administrative hearing of Mr. David, of Mr. David\u2019s attorney, and of Ivy and Mary, there was simply nothing in writing available to rebut the presumption.\u00a0 Apart from the checks themselves and the total amount transferred, the Court observed that \u201c\u2026the record is void of any substantiating documentary proof of the performance of the alleged services rendered by Ivy and Mary David.\u201d\u00a0<\/em> In the end, Mr. David\u2019s 14 plus month Medicaid penalty period could easily been avoided if he had been able to produce a Care Agreement that spelled out what Ivy and Mary would be doing for him and how they would be paid for their services.<\/p>\n

Please call us at 860-769-6938 if you have any questions about the issues presented above or if you care to discuss any other planning issues with us.<\/p>\n

For more information please go to\u00a0http:\/\/weatherby-associates.com\/<\/a><\/p>\n

Elder Care Agreement Attorney in Connecticut<\/h2>\n

https:\/\/weatherby-associates.com\/bother-care-agreement<\/p>\n","protected":false},"excerpt":{"rendered":"

In our last post we provided a brief overview of Care Agreements.\u00a0 This week we consider a recent Louisiana court decision that illustrates a big problem that arises when relatives […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-2735","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"yoast_head":"\nWhy Bother with a Care Agreement?<\/title>\n<meta name=\"description\" content=\"Looking for a Elder Care Agreement Attorney ? Weatherby Associates can put a elder care agreement for you that will protect all the parties involved.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/alcleanscarpet.site\/Weatherby\/why-bother-with-a-care-agreement\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Why Bother with a Care Agreement?\" \/>\n<meta property=\"og:description\" content=\"Looking for a Elder Care Agreement Attorney ? Weatherby Associates can put a elder care agreement for you that will protect all the parties involved.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/alcleanscarpet.site\/Weatherby\/why-bother-with-a-care-agreement\/\" \/>\n<meta property=\"og:site_name\" content=\"Weatherby Website\" \/>\n<meta property=\"article:published_time\" content=\"2023-05-15T09:40:56+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-06-06T06:52:40+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/alcleanscarpet.site\/Weatherby\/wp-content\/uploads\/2016\/10\/pexels-photo-70292.jpeg\" \/>\n<meta name=\"author\" content=\"admin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"admin\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/alcleanscarpet.site\\\/Weatherby\\\/why-bother-with-a-care-agreement\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/alcleanscarpet.site\\\/Weatherby\\\/why-bother-with-a-care-agreement\\\/\"},\"author\":{\"name\":\"admin\",\"@id\":\"https:\\\/\\\/alcleanscarpet.site\\\/Weatherby\\\/#\\\/schema\\\/person\\\/30db443038bd3749d4a9df1d359b451a\"},\"headline\":\"Why Bother with a Care Agreement?\",\"datePublished\":\"2023-05-15T09:40:56+00:00\",\"dateModified\":\"2023-06-06T06:52:40+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/alcleanscarpet.site\\\/Weatherby\\\/why-bother-with-a-care-agreement\\\/\"},\"wordCount\":672,\"commentCount\":0,\"image\":{\"@id\":\"https:\\\/\\\/alcleanscarpet.site\\\/Weatherby\\\/why-bother-with-a-care-agreement\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/alcleanscarpet.site\\\/Weatherby\\\/wp-content\\\/uploads\\\/2016\\\/10\\\/pexels-photo-70292.jpeg\",\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/alcleanscarpet.site\\\/Weatherby\\\/why-bother-with-a-care-agreement\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/alcleanscarpet.site\\\/Weatherby\\\/why-bother-with-a-care-agreement\\\/\",\"url\":\"https:\\\/\\\/alcleanscarpet.site\\\/Weatherby\\\/why-bother-with-a-care-agreement\\\/\",\"name\":\"Why Bother with a Care Agreement?\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/alcleanscarpet.site\\\/Weatherby\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/alcleanscarpet.site\\\/Weatherby\\\/why-bother-with-a-care-agreement\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/alcleanscarpet.site\\\/Weatherby\\\/why-bother-with-a-care-agreement\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/alcleanscarpet.site\\\/Weatherby\\\/wp-content\\\/uploads\\\/2016\\\/10\\\/pexels-photo-70292.jpeg\",\"datePublished\":\"2023-05-15T09:40:56+00:00\",\"dateModified\":\"2023-06-06T06:52:40+00:00\",\"author\":{\"@id\":\"https:\\\/\\\/alcleanscarpet.site\\\/Weatherby\\\/#\\\/schema\\\/person\\\/30db443038bd3749d4a9df1d359b451a\"},\"description\":\"Looking for a Elder Care Agreement Attorney ? Weatherby Associates can put a elder care agreement for you that will protect all the parties involved.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/alcleanscarpet.site\\\/Weatherby\\\/why-bother-with-a-care-agreement\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/alcleanscarpet.site\\\/Weatherby\\\/why-bother-with-a-care-agreement\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/alcleanscarpet.site\\\/Weatherby\\\/why-bother-with-a-care-agreement\\\/#primaryimage\",\"url\":\"https:\\\/\\\/alcleanscarpet.site\\\/Weatherby\\\/wp-content\\\/uploads\\\/2016\\\/10\\\/pexels-photo-70292.jpeg\",\"contentUrl\":\"https:\\\/\\\/alcleanscarpet.site\\\/Weatherby\\\/wp-content\\\/uploads\\\/2016\\\/10\\\/pexels-photo-70292.jpeg\",\"width\":1280,\"height\":855},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/alcleanscarpet.site\\\/Weatherby\\\/why-bother-with-a-care-agreement\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/alcleanscarpet.site\\\/Weatherby\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Why Bother with a Care Agreement?\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/alcleanscarpet.site\\\/Weatherby\\\/#website\",\"url\":\"https:\\\/\\\/alcleanscarpet.site\\\/Weatherby\\\/\",\"name\":\"Weatherby Website\",\"description\":\"My Weatherby Website\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/alcleanscarpet.site\\\/Weatherby\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/alcleanscarpet.site\\\/Weatherby\\\/#\\\/schema\\\/person\\\/30db443038bd3749d4a9df1d359b451a\",\"name\":\"admin\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/109719b14196238d15de64df04c47b299f9b4587d9c8248140fd4222e9dba812?s=96&d=mm&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/109719b14196238d15de64df04c47b299f9b4587d9c8248140fd4222e9dba812?s=96&d=mm&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/109719b14196238d15de64df04c47b299f9b4587d9c8248140fd4222e9dba812?s=96&d=mm&r=g\",\"caption\":\"admin\"},\"sameAs\":[\"https:\\\/\\\/alcleanscarpet.site\\\/Weatherby\"],\"url\":\"https:\\\/\\\/alcleanscarpet.site\\\/Weatherby\\\/author\\\/admin\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Why Bother with a Care Agreement?","description":"Looking for a Elder Care Agreement Attorney ? Weatherby Associates can put a elder care agreement for you that will protect all the parties involved.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/alcleanscarpet.site\/Weatherby\/why-bother-with-a-care-agreement\/","og_locale":"en_US","og_type":"article","og_title":"Why Bother with a Care Agreement?","og_description":"Looking for a Elder Care Agreement Attorney ? Weatherby Associates can put a elder care agreement for you that will protect all the parties involved.","og_url":"https:\/\/alcleanscarpet.site\/Weatherby\/why-bother-with-a-care-agreement\/","og_site_name":"Weatherby Website","article_published_time":"2023-05-15T09:40:56+00:00","article_modified_time":"2023-06-06T06:52:40+00:00","og_image":[{"url":"https:\/\/alcleanscarpet.site\/Weatherby\/wp-content\/uploads\/2016\/10\/pexels-photo-70292.jpeg","type":"","width":"","height":""}],"author":"admin","twitter_card":"summary_large_image","twitter_misc":{"Written by":"admin","Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/alcleanscarpet.site\/Weatherby\/why-bother-with-a-care-agreement\/#article","isPartOf":{"@id":"https:\/\/alcleanscarpet.site\/Weatherby\/why-bother-with-a-care-agreement\/"},"author":{"name":"admin","@id":"https:\/\/alcleanscarpet.site\/Weatherby\/#\/schema\/person\/30db443038bd3749d4a9df1d359b451a"},"headline":"Why Bother with a Care Agreement?","datePublished":"2023-05-15T09:40:56+00:00","dateModified":"2023-06-06T06:52:40+00:00","mainEntityOfPage":{"@id":"https:\/\/alcleanscarpet.site\/Weatherby\/why-bother-with-a-care-agreement\/"},"wordCount":672,"commentCount":0,"image":{"@id":"https:\/\/alcleanscarpet.site\/Weatherby\/why-bother-with-a-care-agreement\/#primaryimage"},"thumbnailUrl":"https:\/\/alcleanscarpet.site\/Weatherby\/wp-content\/uploads\/2016\/10\/pexels-photo-70292.jpeg","inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/alcleanscarpet.site\/Weatherby\/why-bother-with-a-care-agreement\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/alcleanscarpet.site\/Weatherby\/why-bother-with-a-care-agreement\/","url":"https:\/\/alcleanscarpet.site\/Weatherby\/why-bother-with-a-care-agreement\/","name":"Why Bother with a Care Agreement?","isPartOf":{"@id":"https:\/\/alcleanscarpet.site\/Weatherby\/#website"},"primaryImageOfPage":{"@id":"https:\/\/alcleanscarpet.site\/Weatherby\/why-bother-with-a-care-agreement\/#primaryimage"},"image":{"@id":"https:\/\/alcleanscarpet.site\/Weatherby\/why-bother-with-a-care-agreement\/#primaryimage"},"thumbnailUrl":"https:\/\/alcleanscarpet.site\/Weatherby\/wp-content\/uploads\/2016\/10\/pexels-photo-70292.jpeg","datePublished":"2023-05-15T09:40:56+00:00","dateModified":"2023-06-06T06:52:40+00:00","author":{"@id":"https:\/\/alcleanscarpet.site\/Weatherby\/#\/schema\/person\/30db443038bd3749d4a9df1d359b451a"},"description":"Looking for a Elder Care Agreement Attorney ? Weatherby Associates can put a elder care agreement for you that will protect all the parties involved.","breadcrumb":{"@id":"https:\/\/alcleanscarpet.site\/Weatherby\/why-bother-with-a-care-agreement\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/alcleanscarpet.site\/Weatherby\/why-bother-with-a-care-agreement\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/alcleanscarpet.site\/Weatherby\/why-bother-with-a-care-agreement\/#primaryimage","url":"https:\/\/alcleanscarpet.site\/Weatherby\/wp-content\/uploads\/2016\/10\/pexels-photo-70292.jpeg","contentUrl":"https:\/\/alcleanscarpet.site\/Weatherby\/wp-content\/uploads\/2016\/10\/pexels-photo-70292.jpeg","width":1280,"height":855},{"@type":"BreadcrumbList","@id":"https:\/\/alcleanscarpet.site\/Weatherby\/why-bother-with-a-care-agreement\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/alcleanscarpet.site\/Weatherby\/"},{"@type":"ListItem","position":2,"name":"Why Bother with a Care Agreement?"}]},{"@type":"WebSite","@id":"https:\/\/alcleanscarpet.site\/Weatherby\/#website","url":"https:\/\/alcleanscarpet.site\/Weatherby\/","name":"Weatherby Website","description":"My Weatherby Website","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/alcleanscarpet.site\/Weatherby\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/alcleanscarpet.site\/Weatherby\/#\/schema\/person\/30db443038bd3749d4a9df1d359b451a","name":"admin","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/109719b14196238d15de64df04c47b299f9b4587d9c8248140fd4222e9dba812?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/109719b14196238d15de64df04c47b299f9b4587d9c8248140fd4222e9dba812?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/109719b14196238d15de64df04c47b299f9b4587d9c8248140fd4222e9dba812?s=96&d=mm&r=g","caption":"admin"},"sameAs":["https:\/\/alcleanscarpet.site\/Weatherby"],"url":"https:\/\/alcleanscarpet.site\/Weatherby\/author\/admin\/"}]}},"_links":{"self":[{"href":"https:\/\/alcleanscarpet.site\/Weatherby\/wp-json\/wp\/v2\/posts\/2735","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alcleanscarpet.site\/Weatherby\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/alcleanscarpet.site\/Weatherby\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/alcleanscarpet.site\/Weatherby\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/alcleanscarpet.site\/Weatherby\/wp-json\/wp\/v2\/comments?post=2735"}],"version-history":[{"count":1,"href":"https:\/\/alcleanscarpet.site\/Weatherby\/wp-json\/wp\/v2\/posts\/2735\/revisions"}],"predecessor-version":[{"id":3270,"href":"https:\/\/alcleanscarpet.site\/Weatherby\/wp-json\/wp\/v2\/posts\/2735\/revisions\/3270"}],"wp:attachment":[{"href":"https:\/\/alcleanscarpet.site\/Weatherby\/wp-json\/wp\/v2\/media?parent=2735"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/alcleanscarpet.site\/Weatherby\/wp-json\/wp\/v2\/categories?post=2735"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/alcleanscarpet.site\/Weatherby\/wp-json\/wp\/v2\/tags?post=2735"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}