• On-Demand Video

Family Caregiver Agreements and the Use of Real Estate

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On-Demand Video

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More and more elderly are choosing to live at home or with family members. And more and more adults are taking on the role of caregiver. However, if caregivers haven’t planned ahead of time, they may end up making rash decisions about how to absorb the costs – like withdrawing from savings or working more. Without proper planning these decisions can create unintended tax, property ownership and Medicaid eligibility problems for both the caregiver and care recipient.

Help your elderly clients age at home

  • Learn how the family care agreement can ensure that goals will be met
  • Explore the advantages and disadvantages
  • Pick up great drafting tips
  • Understand the tax implications

Be updated on these topics

  • Family caregiver agreements
  • Family reimbursement agreements
  • Family caregiver exception to the Medicaid transfer rules
  • Life estates under the Deficit Reduction Act

10 questions our faculty will answer

  1. Under what circumstances does a family caregiver contract make the most sense?
  2. What tax implications are there to a family caregiver?
  3. What does the “child caregiver exception” to the Medicaid transfer rules provide?
  4. How should the payment to a caregiver be structured?
  5. May the caregiver be a nonfamily member?
  6. May Mom and Dad each purchase a life estate in the same real estate?
  7. What is the effect of the sale of property subject to a life estate after a parent enters a nursing home?
  8. Why should a life estate in Pennsylvania be treated as a “right to occupy” – and why does it matter?
  9. May a parent transfer or gift back the life estate to the property owner after one year?
  10. When and how can a life estate be used with a family care agreement to provide a residence and care for a parent?

Recorded live in September 2018.

Practice Areas


Dana M. Breslin Esq., CELA Pappano & Breslin
Robert J. Breslin Jr, Esq. Pappano & Breslin
Christina E. Roberts Esq. Pappano & Breslin
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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