<html><head><meta http-equiv="Content-Type" content="text/html; charset=utf-8"></head><body style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;" class="">Listmates,<div class=""><br class=""></div><div class="">I have a potential client who wants to buy her 90-year-old grandmother’s home. </div><div class=""><br class=""></div><div class="">About 10 years ago, Grandma (80+/- at the time) no longer wanted to manage her home and moved into an apartment with her sister. Client and her husband moved in Grandma’s house under an understanding of a “rent-to-own” agreement. The only “writing” to document the agreement are receipts created and signed by Grandma showing client’s payment of rent, utilities, property taxes, etc. House remains in Grandma’s name.</div><div class=""><br class=""></div><div class="">Client and husband want to get Home Equity Loan to remodel but they cannot since the home is in Grandma’s name. Grandma says she will give them the house or sign a transfer-on-death deed.</div><div class=""><br class=""></div><div class="">Client is willing to purchase the house but is fearful of a Medicaid lien upon Grandma’s death, which is only imminent due to her age and not any known health issues.</div><div class=""><br class=""></div><div class="">Any thoughts on how best to execute a sale to the granddaughter that will pass muster upon review?</div><div class=""><br class=""></div><div class="">Amy</div><div class=""><br class=""><div class="">
<div style="color: rgb(0, 0, 0); letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;" class=""><div style="color: rgb(0, 0, 0); font-family: Helvetica; font-size: 12px; font-style: normal; font-variant-caps: normal; font-weight: normal; letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; font-variant-ligatures: normal; font-variant-position: normal; font-variant-numeric: normal; font-variant-alternates: normal; font-variant-east-asian: normal; line-height: normal; word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;" class=""><div style="color: rgb(0, 0, 0); letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;" class=""><div style="color: rgb(0, 0, 0); letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;" class=""><div class=""><font face="Lucida Calligraphy" class=""><i class=""><br class="Apple-interchange-newline">Amy J. Goertz, J.D.</i></font></div><div class=""><font face="Lucida Calligraphy" class=""><i class="">Goertz & Lambrecht PLLC</i></font></div><div class=""><div class="" style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;"><a href="mailto:amyjgoertz@icloud.com" class="">amyjgoertz@icloud.com</a> </div><div class="" style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;"><br class=""></div><div class="" style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;">1.888.926.2607 phone<br class="">1.877.684.1627 fax<br class=""><br class=""></div><div class="" style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;">Address for correspondence:</div><div class="" style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;">2829 S. Grand Blvd., Suite 303<br class="">Spokane, WA 99203 </div><div class="" style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;"><br class=""></div><div class="" style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;">Additional office locations:</div><div class="" style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;">510 Bell Street<br class="">Edmonds, WA 98020</div><div class="" style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;"><br class=""></div><div class="" style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;">7418 East Helm Drive<br class="">Scottsdale, AZ 85260</div><div class="" style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;"><br class=""></div><div class="" style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;">Goertz & Lambrecht PLLC</div><div class="" style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;"><a href="http://www.goertzlambrecht.com/" class="">www.goertzlambrecht.com</a></div></div></div></div></div></div></div><br class=""></div></body></html>