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After living in a NH in MA for several months using MassHealth funds and keeping monthly $ to under $2000, a retirement investment fund started sending quarterly reports out of the blue to us, making her have way above the $2000 monthly limit. What to do? Report to Mass Health, the NH, or both ? Elder lawyer is assisting us, Thanks!

Great. The elder law attorney will tell you exactly where, where, why and how to report this to Mass Health. Also, this attorney can guide you, if monthly income is too much to keep medicaid, in attempting to set up, if legal in your state, a Q.I.T. or qualified income trust, or a Miller Trust. Your relative may now be too "monthly income rich" to qualify for medicaid and too assets poor to afford ALF or Nursing home. That means getting that monthly income back down in the range that is acceptable to reapply for Medicaid with this new information.

Glad you went to the attorney. Would have been my recommendation.
When all is said and done I hope you will come back to tell us how this all worked for you and what was done with your attorney's help. It will help others on this forum.
Wishing you the best of luck.
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