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My mom, sister & myself have various bank and financial accounts. Even tho my accounta contain only my earnings, I added my sis & mom to my accounts in the event of an emergency. My mom& sis have done the same with their accounts. It is now time to place Mom in a SNF that accepts Medicaid when personal funds are depleted.We plan to give the nursing home only the financial info that contain my mom's money. Can they take money from accounts that have her name but none of her actual income? Sis & I are worried.
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"Yes, Medicaid potentially can count those accounts — even if the money is “really yours”—because of how Medicaid looks at ownership. But it depends on details.

1. Medicaid doesn’t go by “who earned it”—they go by legal access
When your mom’s name is on a bank account (especially a joint account), Medicaid usually assumes she has full access to 100% of that money.

That means the account can be treated as her asset, even if:

- all deposits came from you
- you consider it “your money”
- it was only set up “for emergencies”

2. Medicaid doesn’t “take” money—but they require it to be spent down
The nursing home or Medicaid itself doesn’t directly seize funds from your account. Instead Medicaid will say: “These are available resources”.

Your mom must spend down her assets to qualify.

If those joint accounts push her over the limit (typically ~$2,000 in assets), she may be denied eligibility. So the practical effect can feel the same.

3. You can try to prove the money isn’t hers—but it’s not automatic. You may be able to argue that the funds are not your mom’s if you can clearly document:

- The account was funded only by you.
- Your mom never used or controlled the funds.
- You can provide bank statements tracing deposits.

But the burden of proof is on you. States vary in how strict they are. Some states presume equal ownership (e.g., 1/2 or 1/3) rather than 100%, but you still have to prove your share.

4. Big risk: transfers and the 5-year lookback. If you now:

- Remove your mom from accounts, or
- Move money out of joint accounts

Medicaid could treat that as a transfer of assets, which can trigger a penalty period (a delay in eligibility).

5. What you should do:

Talk to a Medicaid/elder law attorney before changing anything (often a 1-hour consult is enough to save you from a major issue). Look for someone familiar with your Mom's state's Medicaid rules, or check:

- Her state's Elder Justice Center
- National Academy of Elder Law Attorneys"

Information courtesy of ChatGPT5.3
Helpful Answer (2)
Reply to Geaton777
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Hmm that is a good question.
When you are reporting Mom's financial info to Medicaid during the application process, just provide them with her accounts and her assets and her income.
They will be able to cross-check with IRS and Social Security records and will know what her income is. You do not have to reveal that her name is on any accounts of yours or your sister's, as long as you have not co-mingled funds. However, considering the circumstances, perhaps now is a good time to remove your mother's name from your account. It's not likely she will be paying bills on your behalf or need to access your funds.

Are your mother and sister only signers on your accounts? Or Joint owners?
This would also be a good time to sit down and talk with a banker and make sure your sister is a signer on the account, but not actually an owner.
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Reply to CaringWifeAZ
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