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29 Sep 2023, 11:27 am
The post Listen to Lawrence: What is care and case management? [read post]
26 Jan 2024, 11:52 am
January 23, 2024 • Volume 5 Issue 210 ASSETS OF THE STAY-AT-HOME SPOUSE CLIENT QUESTION: In a prior LISTEN TO LAWRENCE LETTER, you talked about the income of the stay-at-home spouse with the other spouse applying for Medicaid when entering a nursing home. [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, 9:57 am
March 5, 2024 • Volume 5 Issue 222 Trusts do not solve everything….read on: READER QUESTION: I am a senior and would like to sell my home in the near future and pass the proceeds to my son and daughter. [read post]
23 Feb 2024, 11:30 am
February 22, 2024 • Volume 5 Issue 219 What’s in a name? [read post]
23 Feb 2024, 11:29 am
February 20, 2024 • Volume 5 Issue 218 A practical question about a stock portfolio in a MEDICAID TRUST. [read post]
23 Feb 2024, 11:27 am
February 16, 2024 • Volume 5 Issue 217 Reverse Mortgages and Medicaid trusts CLIENT QUESTION: Good morning – An individual’s reverse mortgage guidelines require that the borrower (who is the Grantor of the Medicaid Trust) be the only current beneficiary of the Medicaid trust. [read post]
23 Feb 2024, 11:25 am
February 13, 2024 • Volume 5 Issue 216 Another Inherited IRA distribution question: Hi Lawrence, Regarding your 1/9/24 LISTEN TO LAWRENCE LETTER, I have 3 sons and plan to divide my IRA evenly 3 ways. [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]
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]
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]
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]
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]
