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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]
26 Jul 2024, 9:35 am
July 25, 2024 • Volume 5 Issue 264 The most popular question….read on: CLIENT QUESTION: I have an irrevocable trust with you for over seven years. [read post]
28 Mar 2025, 10:23 am
March 20, 2025 • Volume 6 Issue 331 Choices to protect your house from Medicaid…read on. [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]
21 Jun 2024, 10:53 am
June 20, 2024 • Volume 5 Issue 254 Rental income? [read post]
24 Sep 2024, 12:47 pm
September 24, 2024 • Volume 5 Issue 281 One of my readers sent in a comment as a follow-up to my last Listen to Lawrence Letter – Volume 5, Issue 280 which was sent out on September 19th and discussed Medicare and Nursing Home costs. [read post]
7 Sep 2023, 10:01 am
September 7, 2023 • Volume 4 Issue 171 Something to think about when opening a new account…read on: CLIENT QUESTION: I would like to open a brokerage account but I am not sure whether to open it up as an individual account or joint account (with either my mother or […] The post The Listen to Lawrence Letter: What’s the best way to set up a brokerage account? [read post]
31 Oct 2023, 6:16 am
As we move through the progression of life, there may come a time when we need to assist family members who are unable to tend to their own affairs in an effective manner. [read post]
4 Aug 2023, 12:01 pm
August 3, 2023 • Volume 4 Issue 161 Here’s the latest article from the Special Needs Alliance (SNA) that I’d like to share. [read post]
24 May 2024, 7:11 am
May 16, 2024 • Volume 5 Issue 244 HERE WE GO AGAIN…Read on: CLIENT QUESTION: My Mom has an irrevocable trust, her primary residence is in the trust. [read post]
3 Nov 2023, 8:42 am
October 31, 2023 • Volume 4 Issue 186 Sometimes the best advice is to do nothing…which was the point. [read post]
8 Dec 2023, 11:22 am
December 7, 2023 • Volume 4 Issue 197 Trusts are very flexible…read on: READER QUESTION: My wife and I are contemplating putting whatever assets we can into a trust. [read post]
25 Oct 2023, 9:52 am
October 5, 2023 • Volume 4 Issue 179 Let’s get down to the basis…read on: CLIENT QUESTION: Dear Lawrence, I have always looked forward to reading your answers to other people’s questions. [read post]
23 Jun 2023, 10:38 am
June 20, 2023 • Volume 4 Issue 148 After the sale…now what? [read post]
24 Sep 2024, 12:45 pm
September 12, 2024 • Volume 5 Issue 278 Changes of mind with an Irrevocable Medicaid Trust…read on: CLIENT QUESTION: If one has an irrevocable Medicaid trust that they no longer like, can they make a new one that would revoke that irrevocable trust at a later day after the new […] The post The Listen to Lawrence Letter: Changing your mind about an Irrevocable Trust appeared first on Davidow, Davidow, Siegel & Stern, LLP. [read post]
24 May 2024, 7:15 am
May 21, 2024 • Volume 5 Issue 245 For those of you who have left the center of the universe: CLIENT QUESTION: Hi, I am currently living in South Carolina, formerly a Long Islander. [read post]
25 Oct 2023, 10:21 am
October 26, 2023 • Volume 4 Issue 185 Take out your crystal balls: CLIENT QUESTION: Here is a question. [read post]
6 Feb 2023, 1:05 pm
February 2, 2023 • Volume 4 Issue 111 It is all about ongoing client service… READER QUESTION: Hi! [read post]
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]
20 Sep 2023, 12:37 pm
September 14, 2023 • Volume 4 Issue 173 A follow-up question regarding retirement plans and Medicaid: Read on… CLIENT QUESTION: I have an irrevocable Medicaid Trust with you. [read post]
