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[quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous]OP, I am unclear.
1) Mom has a pension (only or also SS)?
2) She solely owns a house in a remote location worth 260K.
3) Separately, she co-owns something else?? Where, and co-owns with who?
4) The 3rd property: She lives part of the year in partner's house in AZ. She has no rights to this house and she will have to move out the minute partner either dies or is moved out for more care.

Is this correct?[/quote]

1. yes, just a pension, not sure how much. She's a former teacher. In a windfall state so cant' receive SS. She mistakenly received my father's SS (as they'd been married 12 years) and SS is making her pay it back. 43k. I'm not sure how much is left.  I said partner should just write that check for you. She said he won't. 
2. yes
3. co owns a condo worth about 200k with partner
4. correct. He said he will leave it to her but never does. hems and haws and puts her off. I've asked her to set deadlines but he blows past them. of course, dementia might be part of that but this has been going on since he built the house 15 years ago. [/quote]

-She will never see anything from the new house. 
-Find out how much she owes the IRS.
-Is the co-owned condo now a rental? 
-How much do they earn from that? 
-Selling it will be 200K - selling expenses. 
-Will taxes be due if it's sold?
-Who pays for their living expenses? Shared? Or does partner pay them?

Or, you just put blinders on to it and hope for the best.

At this point, your mom isn't going to do anything.[/quote]

the condo is now a rental. I don't know which of them receives the income. They share expenses. She pays for and makes all the food. [/quote]

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