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The Listen to Lawrence Letter: Preparing Young Adults with Disabilities for College – An SNA article
21 Jul 2023, 10:44 am
July 20, 2023 • Volume 4 Issue 157 This is the perfect time of year to share this article from the SNA (Special Needs Alliance) website… This post was authored by SNA member Beth C. [read post]
21 Jul 2023, 10:41 am
July 18, 2023 • Volume 4 Issue 156 What is all the fuss about the five-year look-back? [read post]
14 Jul 2023, 8:34 am
July 13, 2023 • Volume 4 Issue 155 A Medicaid look-back exception…read on: CLIENT QUESTION: I have a question about my home. [read post]
14 Jul 2023, 8:29 am
July 11, 2023 • Volume 4 Issue 154 Moving on…keep reading: CLIENT QUESTION: I have an irrevocable trust with you for over six years with a mortgage on my home in the trust. [read post]
14 Jul 2023, 8:26 am
July 6, 2023 • Volume 4 Issue 153 A practical solution to the problem (discussed in one of my recent LISTEN TO LAWRENCE LETTERS – June 29th, Issue 151) of banks giving you a hard time when you want to transfer your CD into a trust. [read post]
30 Jun 2023, 7:46 am
Losing a loved one is difficult for any friend or family member. [read post]
30 Jun 2023, 7:15 am
June 29, 2023 • Volume 4 Issue 151 A reality check… COMMENT FROM COURTNEY ABBOTT, ESQ. [read post]
30 Jun 2023, 7:11 am
June 27, 2023 • Volume 4 Issue 150 The last bite at the apple… CLIENT QUESTION: Dear Lawrence, Thank you for providing this information which is most helpful. [read post]
23 Jun 2023, 10:50 am
June 22, 2023 • Volume 4 Issue 149 You get what you pay for…read on: READER QUESTION: To protect my house as an asset, my attorney drafted/created what is colloquially known as “a poor man’s trust” where my two sons and I are now listed on the deed and […] The post The Listen to Lawrence Letter: A “poor man’s” trust and the capital gains exclusion appeared first on Davidow, Davidow, Siegel & Stern, LLP. [read post]
23 Jun 2023, 10:38 am
June 20, 2023 • Volume 4 Issue 148 After the sale…now what? [read post]
19 Jun 2023, 10:18 am
June 15, 2023 • Volume 4 Issue 147 Feel free to move around… CLIENT QUESTION: Hi Mr. [read post]
19 Jun 2023, 10:16 am
June 13, 2023 • Volume 4 Issue 146 My last Listen to Lawrence Letter discussed Special Needs Trusts and Income Tax so I thought I’d follow up by sending this article which is so closely related. [read post]
12 Jun 2023, 11:15 am
March 9, 2023 • Volume 4 Issue 121 Today’s LISTEN TO LAWRENCE LETTER contains a follow-up to one of last week’s letters. [read post]
12 Jun 2023, 11:14 am
March 14, 2023 • Volume 4 Issue 122 Want to know about the paperwork regarding the five-year lookback? [read post]
12 Jun 2023, 11:13 am
March 17, 2023 • Volume 4 Issue 123 ALERT: NEW MEDICAID INCOME AND ASSET LEVELS Each year New York revises its Medicaid numbers, that is the amount of income and assets a person can keep and still be eligible for Medicaid. [read post]
12 Jun 2023, 11:11 am
March 21, 2023 • Volume 4 Issue 124 Here are two topics we have covered in the past, but are important enough to revisit… CLIENT QUESTION #1 Is the regular IRA & the ROTH IRA protected from nursing homes? [read post]
12 Jun 2023, 11:10 am
March 23, 2023 • Volume 4 Issue 125 Today we are discussing a follow-up question from my last LISTEN TO LAWRENCE LETTER. [read post]
12 Jun 2023, 11:08 am
April 6, 2023 • Volume 4 Issue 127 Is there an easy way to transfer a house at death? [read post]
12 Jun 2023, 11:06 am
April 11, 2023 • Volume 4 Issue 128 LIFE ESTATES AND AVOIDING PROBATE CLIENT QUESTION: In one of your recent LISTEN TO LAWRENCE LETTERS you said that you cannot put a beneficiary on a deed to avoid probate. [read post]
12 Jun 2023, 11:04 am
April 13, 2023 • Volume 4 Issue 129 Another avoiding probate question, in response to my recent LISTEN TO LAWRENCE LETTER regarding the fact that you cannot avoid probate by putting a beneficiary on a deed in New York. [read post]
