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3 May 2024, 9:09 am
May 2, 2024 • Volume 5 Issue 240 Rental income from your principal residence and the Medicaid Trust CLIENT QUESTION: Hello Lawrence, I wanted to inquire, if your home is in a Grantor Irrevocable Medicaid Trust, and the home is rented out…Could you pay for the Condo maintenance fees and […] The post The Listen to Lawrence Letter: Rental Income and the Medicaid Trust appeared first on Davidow, Davidow, Siegel & Stern, LLP. [read post]
3 May 2024, 9:07 am
April 30, 2024 • Volume 5 Issue 239 It is worth beating this to death…read on: CLIENT QUESTION: In the April 4, 2024, Volume 5, Issue 232 Listen to Lawrence Letter, you say: “Note that after the first death, the house will remain exempt from Medicaid as long as the surviving […] The post The Listen to Lawrence Letter: Worth beating to death! [read post]
30 Apr 2024, 6:23 am
Many people do not create wills because they have misconceptions about how much they cost to create or how complicated they are to probate. [read post]
26 Apr 2024, 10:14 am
April 25, 2024 • Volume 5 Issue 238 ALERT SSI CHANGES ITS RULES FOR THE BETTER SSI is Supplemental Security Income. [read post]
26 Apr 2024, 10:13 am
April 23, 2024 • Volume 5 Issue 237 It is time to jump into the pool…read on: CLIENT QUESTION: A family member has an elderly relative in failing health that they’re looking to get into assisted living using Medicaid. [read post]
19 Apr 2024, 8:46 am
April 18, 2024 • Volume 5 Issue 236 The five-year look back lasts five years…read on: CLIENT QUESTION: My Mom’s house has been in an irrevocable trust for about one and a half years. [read post]
19 Apr 2024, 8:45 am
April 16, 2024 • Volume 5 Issue 235 Trustee and Executor Confusion…read on: CLIENT QUESTION: Hi. [read post]
19 Apr 2024, 8:42 am
April 11, 2024 • Volume 5 Issue 234 Cars and Medicaid trusts? [read post]
19 Apr 2024, 8:41 am
April 9, 2024 • Volume 5 Issue 233 Another Roth IRA and Medicaid trust question: CLIENT QUESTION: Can you put a Roth IRA in your trust? [read post]
16 Apr 2024, 6:20 am
Wills and trusts are legal documents that provide instructions for the distribution of your assets after your death. [read post]
5 Apr 2024, 12:06 pm
April 4, 2024 • Volume 5 Issue 232 Is the home exempt from Medicaid? [read post]
5 Apr 2024, 12:05 pm
April 2, 2024 • Volume 5 Issue 231 SPECIAL NEEDS ALLIANCE RESOURCES The Special Needs Alliance (SNA) is constantly providing extremely helpful tips that address so many crucial topics. [read post]
5 Apr 2024, 12:00 pm
March 22, 2024 • Volume 5 Issue 228 THE CTA IS HERE – BUT WILL IT STAY? [read post]
5 Apr 2024, 11:58 am
March 27, 2024 • Volume 5 Issue 229 I’m passing along another article from the Special Needs Alliance (SNA) that carefully outlines the ways to ensure that you do not have your SSI Benefits decreased. [read post]
29 Mar 2024, 2:49 pm
Background of Medicaid Law and Its Coverage Dealing with government services can be complex and frustrating. [read post]
20 Mar 2024, 10:04 am
March 21, 2024 • Volume 5 Issue 227 MEDICAID AND ROTH IRAs CLIENT QUESTION: Hi Lawrence, We were wondering, if we were to go into a nursing home, could Medicaid take the money from our Roth IRA? [read post]
20 Mar 2024, 10:03 am
March 19, 2024 • Volume 5 Issue 226 The only thing certain is death and taxes…read on: CLIENT QUESTION: I am 79 years old and have been satisfying the RMD (required minimum distribution) on my IRAs each year. [read post]
20 Mar 2024, 10:02 am
March 14, 2024 • Volume 5 Issue 225 Gifts from trusts… CLIENT QUESTION: My daughter is the trustee and beneficiary of my irrevocable Medicaid trust which you created for me. [read post]
20 Mar 2024, 10:00 am
March 12, 2024 • Volume 5 Issue 224 LET’S DO THIS AGAIN. [read post]
The Listen to Lawrence Letter: SNA Article – Common mistakes that are made in Special Needs Planning
20 Mar 2024, 9:59 am
March 7, 2024 • Volume 5 Issue 223 This article from the Special Needs Alliance (SNA) lists some of the most common mistakes that are made when it comes to Special Needs Planning for a loved one. [read post]
