MERS story collection page and form NAELA Foundation

The Impact of Medicaid Estate Recovery on Individuals

The NAELA Foundation, through a grant from the Robert Wood Johnson Foundation, is gathering the stories of people affected by Medicaid estate recovery, specifically stories that demonstrate the impact of home forfeiture on families and communities.

Please share what details you can in the form below of the facts of a client (or estate) leading up to the loss of a family home. A response to each question is not required.

If you would like to be contacted by NAELA staff or have other questions: Email Staff

Date

June 2026
S	M	T	W	T	F	S
31	1	2	3	4	5	6
7	8	9	10	11	12	13
14	15	16	17	18	19	20
21	22	23	24	25	26	27
28	29	30	1	2	3	4
5	6	7	8	9	10	11

Required Field

Attorney Contact First Name

Required Field

Attorney Contact Last Name

Required Field

Attorney Contact Law Firm Name

Required field

Attorney Contact Email

Please provide valid email

Attorney Contact Phone Number

RecipientState

Required field

Medicaid Recipient Residence City

Required field

Medicaid recipient age at time of application (numeric value)

Required field

Medicaid recipient age at time of death (numeric value)

Required field

Medicaid recipient race/ethnicity

Required field

Check box if the Medicaid recipient was a veteran.

Level of education completed by Medicaid recipient

Required field

What was the nature and severity of Medicaid recipient's medical condition?

Required field

What Medicaid services were part of the estate claim (e.g. nursing facility, HCBS, other Medicaid benefits, Medicaid managed care capitation) ?

Required field

What was Medicaid recipient non-asset-based income?

Required field

How long had the home been in the family?

Required field

What was the home worth at the time of recovery?

Required field

What was the size of the Medicaid estate claim or lien amount?

Required field

Check box if there were any prior/existing mortgages at the time of the Medicaid application.

If so, how much was owed on the mortgage?

Required field

Check box if the Medicaid recipient had any other way to pay for long term care.

What was the value of the Medicaid lien relative to the value of the house (as reflected on state tax assessment)?

Required field

What was the impact to the value of the neighborhood based on the Medicaid lien?

Required field

Check box if other family members reside/resided in the home.

If yes, how long had other family member(s) lived there?

Required field

If yes, what were the age(s) of other family members and relationship(s) to the Medicaid recipient living in the family home?

Required field

If yes, did any family members living in the home have a medical condition?

Required field

How did the loss of the family home (or estate claim) impact the family's well-being?

Required field

How did the loss of the family home impact the family's ability to pay for care of other family members?

Required field

How did the loss of the family home (or estate claim) impact the family's ability to finance future planning (retirement, investments, higher education, etc.)

Required field

How did the loss of the family home (or estate claim) impact the family's current ability to manage finances (pay bills or basic necessities, secure housing, obtain loans, pursue business opportunities, etc.)?

Required field

Did the family apply for a hardship exemption, if available? And if yes, what was the outcome?

Required field

Check box if the Medicaid recipient's family knew that Medicaid was a loan that would be repaid by the seizure of assets.

What is the current status or outcome of this case?

Required field

Were there any legal hurdles faced due to Medicaid estate recovery, loss of home, or aftermath of the loss of the home?

Required field

Are there any other case facts or broader implications of Medicaid state recovery that should be shared?

Required field

How did you hear about this project?

Required field

S	M	T	W	T	F	S
31	1	2	3	4	5	6
7	8	9	10	11	12	13
14	15	16	17	18	19	20
21	22	23	24	25	26	27
28	29	30	1	2	3	4
5	6	7	8	9	10	11

S	M	T	W	T	F	S
31	1	2	3	4	5	6
7	8	9	10	11	12	13
14	15	16	17	18	19	20
21	22	23	24	25	26	27
28	29	30	1	2	3	4
5	6	7	8	9	10	11

Annual Conference

S	M	T	W	T	F	S
31	1	2	3	4	5	6
7	8	9	10	11	12	13
14	15	16	17	18	19	20
21	22	23	24	25	26	27
28	29	30	1	2	3	4
5	6	7	8	9	10	11