Medicaid Estate Recovery: A Primer

Community Legal Services of Philadelphia’s introduction to PA’s Medicaid Estate Recovery Program. Funded by Philadelphia Corporation for the Aging.

For more information about Pennsylvania’s Medicaid Estate Recovery Program, please visit

More information about Community Legal Services can be found on our website at

To get legal help, visit

This video provides information to help Pennsylvania residents resolve their legal problems. The information in this video is not legal advice. Legal information is not the same as legal advice, which is the application of law to an individual’s specific circumstances. The information in this video is not a substitute for and does not replace the advice or representation of a licensed attorney. Although CLS goes to great lengths to make sure the information in this video is accurate and up to date, we make no claim as to the accuracy of this information and are not responsible for any consequences that may result from the use of this video. We recommend that you consult with a licensed attorney if you want assurance that the information in this video and your interpretation of it are appropriate for your particular situation. You should not and are not authorized to rely on this video as a source of legal advice. The use of this video does not create an attorney-client relationship between CLS and any user.

Looking for affordable legal services? Who can afford to spend 0-0 dollars an hour to talk to someone that may not even be able to help you with your problem. It can be very overwhelming trying to find a place to get the affordable US legal services that you need. Attorneys can be very expensive. Also, we often think that we only need US legal services help if we find out we have to go to court for something. A time to get US legal services is anytime that the use or access to an attorney would better your current situation. Ask yourself, “Have you or any of your immediate family members had any of the following happen to you in the last few years?”

1. Have you talked with an attorney about a personal matter?
2. If you have not talked with an attorney about a personal matter, would you have contacted one if either: a) you knew one or b) you felt like you could have afforded one?
3. Have you bought or sold your home?
4. Have you refinanced your home?
5. Have you signed a lease on or rented an apartment, house, trailer, or personal residence?
6. Have you bought, sold, or leased an automobile or a truck?
7. Have you had any kind of problems with your credit?
8. Have you had any disputes or misunderstandings with any merchants, retailers, or vendors over any items you have bought or purchased?
9. Do you have any teenagers in your home?
10. Are you divorced, have you ever been divorced, or do you have any child support issues with your ex-spouse?
11. Have you or any of your immediate family members had any moving traffic violations, i.e., speeding, running a red light, running a stop sign?
12. Have you signed a cell phone contract?
13. Have you been questioned, detained, or arrested due to your race, age, or gender, in other words, have you been profiled?
14. Have you been audited by the IRS?
15. Either you do not have a will or the will that you have has not been updated?

You don’t want to wait until you’re being sued or have to have to appear in court to seek out US legal services help of an attorney. There are so many common life situations that if we knew that we could pick up the phone and ask a lawyer about it, it would make our life so much more simple. For /month you can do that. Have access to not just one lawyer, but be able to talk to an entire law firm about any legal question you may have. Like we say in our promo videos, from that trivial to the traumatic, our attorneys are there to give you the legal help that you need. Call me if you have any questions.

Affordable US Legal Services! Must see video!

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9 thoughts on “Medicaid Estate Recovery: A Primer”

  1. My dad had a house all the way up to the time he died and no one was able to touch it because it had a TOD on it, which is a transfer on death. Sadly though, I'm in a court battle to regain what was wrongfully taken from the estate because the beneficiary of that house turned out to be a thief who is now in legal trouble. Lawyers don't take cases unless they're wearable and he definitely found something on the thief who was my dad's POA, which is a power of attorney or should I say POS piece of shit when they're really thieves. She got the house but the county turn around and took it back because last I checked it had a sheriffs deed on it so I don't know what the end result will be but the life insurance proceeds is a big hit. That's what the thief stole when she tampered with the papers and benefited herself. Both her and the life insurance company that allowed the fraudulent transfer and actually paid out are both in very hot water right now. When talking assets there's so much involved including but not limited to estate theft and recovery. When dealing with even real estate, you must do a background check to make sure that when you're recovering a piece of property for Medicaid purposes that you're not taking it away from a rightful beneficiary. That's because estate thieves are very real and they're really out there stealing from families. Do you want to be very careful and it might be a good idea to back off because you don't know who you may be stealing that piece of property from, it may be that person's family and that family member was supposed to have gotten the house when that senior died. It's best to just back off and stay away from this. You just don't know who you may be stealing from, it may be someone entitled to that property you're taking and it may actually turn out to be someone who badly needs that resource

    Finally, remember, there are some things that bypass probate and probably won't be listed. Be aware of that and be ready to just back off and count your loss because it's probably not meant for you. As for cash resources, people are putting beneficiaries on their accounts and those cash resources are probably being used for final expenses, another good reason why you need to back off the estate. When there's a death, the family is already going through enough without the state stepping in and trying to steal what resources are needed to pay for those final expenses. The funeral homes need paid, too because they're the ones doing the final services for the family. Funerals and products are expensive, let them be! Just back off and stay away from the estate. A family death is already a very stressful thing without others interfering, especially when other matters are discovered that are far more important than the state trying to come at them with their hands out. Let the family take care of the most important things first before bringing up anything else. Let them bury their dead, give them space

  2. Great information Brandon. Going to defiantly check this out if I need affordible legal service.

  3. Hi Brandon, I have the same service, I love it. great job on the video. Thanks for sharing.

  4. It's called legalshield and it's only $17/month. I have a link to my website under the video if you want to sign up or learn a little more about it. Thanks for the comment

  5. Valid discussion points and great wisdom regarding attorney services – thanks for sharing the information!

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