MedleyCane
Senior
- Joined
- Nov 4, 2011
- Messages
- 9,456
Sorry for boring post...
So I have a relative in south Florida whose Mom has a house she had
been living in for 40plus years.
Her health caught up to her last year so the daughters put her in ALF not
too far from her house.
The house remains under her name and the daughters have assumed paying
their Mom's bills, including upkeep of property, utilities, etc (from Mom's
bank accounts).
However, they just received a letter from the county asking to fill out a Homestead
Questionnaire.
Some folks have advised the sisters their Mom is no longer eligible for
the existing exemption because she is at an ALF.
But she still owns the property, no one else lives or rents at property, and
the daughter told me the property is established in a Family Trust the Mom
and her late husband (who passed away last year) established several years
ago.
Is she still entitled to the exemption?
I ask because I found the following when I Googled this topic.
"Can a Living Trust Qualify For Florida Homestead Exemption?
You can qualify for the Florida homestead exemption when your home is
owned by a living trust.".
Anyways, appreciate any input.
So I have a relative in south Florida whose Mom has a house she had
been living in for 40plus years.
Her health caught up to her last year so the daughters put her in ALF not
too far from her house.
The house remains under her name and the daughters have assumed paying
their Mom's bills, including upkeep of property, utilities, etc (from Mom's
bank accounts).
However, they just received a letter from the county asking to fill out a Homestead
Questionnaire.
Some folks have advised the sisters their Mom is no longer eligible for
the existing exemption because she is at an ALF.
But she still owns the property, no one else lives or rents at property, and
the daughter told me the property is established in a Family Trust the Mom
and her late husband (who passed away last year) established several years
ago.
Is she still entitled to the exemption?
I ask because I found the following when I Googled this topic.
"Can a Living Trust Qualify For Florida Homestead Exemption?
You can qualify for the Florida homestead exemption when your home is
owned by a living trust.".
Anyways, appreciate any input.