Legal Question in Elder Law in Massachusetts

Compensation for elder care

My mom came down with alz 9 years ago. Almost 6 years ago she signed a trust placing her property in a trust it named my sister and I as beneficiaries but did not provide for her. The trust reached its 5 year mark last May. I was unable to continue caring for the property and had to swell in August. She is looking for her 45%. I have had total care of my mom after she suffered a fall/brain injury almost 6 years ago. Both my husband & I care for her-she is bedridden , incapable of all ADL's. I am unable to work as my mom requires 24 hour care-my husband only works part time to beable to help me. My sister visits maybe once a week for 2 hours 15 min. We are nearing signing the proceeds over as my lawyer says I have no recourse. I am also an RN-qualified to care for my mom. I don''t understand why I cannot be compensated for the care I have given as I know if I placed her in a home-the state could go after her assets until the 5 year term. Do I have any recourse or even suing her after the funds are dispersed for care I have provided?


Asked on 2/15/09, 1:16 pm

3 Answers from Attorneys

Christopher Vaughn-Martel Charles River Law Partners, LLC

Re: Compensation for elder care

You are not necessarily legally entitled to compensation for taking care of your own family.

Whether your mother has a moral obligation to compensate you or whether the trust in some way provides for the compensation of her caretaker is unkown. Your post is a little unclear, but it seems as though your sister is seeking 45% of the proceeds from the sale of your mother's home.

You may want to take the trust document to be reviewed by an attorney. It is difficult to determine the rights of the parties under the trust without reading it.

Read more
Answered on 2/15/09, 2:41 pm

Re: Compensation for elder care

First, you are not necessarily entitled to compensation for taking care of your mother.

However, the trust needs to be reviewed by an attorney to see the following:

1. if you or your sister are entitled to any distribution before your mother dies;

2. what the percentage of your sister's interest is if it is required to be distributed to anyone.

I sincerely doubt your sister is entitled to 45% depending upon your mother's age. The calculation of a life estate's value is based on a 110 year life expectancy by law. without knowing the age of your mother, it is difficult to give a figure of what her interest is, but I would doubt it is anything close to 45%. The income and the money in the trust can be used for taking care of your mother.

I suggest you contact an attorney and have the trust reviewed.

Read more
Answered on 2/15/09, 3:20 pm
Denise Leydon Harvey Harvey Law Offices

Re: Compensation for elder care

These questions can only be answered after reviewing the trust itself.

Please let me know if we can assist you. We have an office in Raynham.

Read more
Answered on 2/17/09, 9:20 am


Related Questions & Answers

More Elder Law questions and answers in Massachusetts