That’s what I thought! But I think that the medical deduction would have to be above the 7.5% threshold on her 1040 and her Power of Attorney probably couldn’t deduct the monthly “rent” for her assisted living facility. Her son is her Power of Attorney and would have to keep detailed records of her medical expenses. He has a business and unfortunately is not overly involved in her life. It seems like since my father passed away I have done most of the work in this regard. Heck, one of my father’s joint checking accounts with her outside the Trust got locked out when my father passed away and her son has yet to get it unlocked. I am powerless because she was the joint owner with my father and it has nothing to do with the Trust.
