A preparation aid, not legal advice. Confirm each item against the signed document, institution, court, or agency involved.
A family caregiver arrangement should distinguish gifts, wages, reimbursements, room and board, agency services, and fiduciary transactions.
Checklist workspace
- Written terms can clarify duties, schedule, payment, taxes, termination, substitutes, and documentation.
- Document preparation is most useful when each item is linked to the question it answers rather than delivered as an unorganized file dump.
| Item | Owner | Evidence or location | Next action / date |
|---|---|---|---|
Questions that stay open
- Is the payment compensation, reimbursement, rent, or a gift?
- Could the arrangement affect Medicaid eligibility or create a conflict of interest?
- Which document is current, signed, and actually connected to the asset or authority at issue?
Risks to pause on
- Large undocumented transfers to a caregiving child can later be treated as gifts, exploitation, or disputed compensation.
- Mixing drafts, expired forms, and operative documents without labels increases review time and error risk.