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18 Dec 2022, 4:44 pm
Last week I started to tell you about the Medicaid estate recovery process in which the State attempts to recover from the estates of deceased Medicaid recipients, benefits it paid out. [read post]
6 Aug 2023, 6:00 pm
I wrote a few months ago about a real estate sale that hit a snag when it was discovered that one of the record owners had died many years ago (as well as the sole heir to that owners estate and the sole heir to the sole heir’s estate). [read post]
10 Dec 2023, 5:00 pm
In my blog post last week, I explained that John was unsuccessful in his attempts to obtain Medicaid benefits for his mom. [read post]
7 Dec 2017, 1:07 pm
"Residence in tax law delineates the boundaries of distributive justice, and whereas corporations cannot be parties to a scheme of distributive justice, corporate residence is a misnomer. [read post]
23 Jul 2023, 6:00 pm
Over the years I have written a number of blog posts about the reasons everyone should have a will and more specifically a formal one. [read post]
30 Jul 2023, 6:00 pm
In my post last week I wrote about the trial in the matter of Aretha Franklin’s estate to determine which of two handwritten wills would be admitted as her last will. [read post]
3 Apr 2023, 8:39 am
23 Apr 2023, 6:00 pm
In my post last week I told you about a financial scam involving artificial intelligence (AI). [read post]
26 Dec 2022, 5:02 am
In this third post of three I finish telling you about the estate recovery problem we encountered with one of our clients. [read post]
5 Feb 2023, 5:00 pm
In my blog post last week, I was discussing the terms “responsible party” and “personal guarantor” which are found in most nursing home and assisted living facility admissions agreements. [read post]
7 Apr 2024, 6:00 pm
The last 2 weeks I have written about the increasing number of estate administration matters in our office in which there was no will and it is not clear who the heirs are. [read post]
26 Mar 2023, 6:00 pm
As many readers of this blog know, our office concentrates much of our practice on long term care planning as well as estate planning, including planning for younger families. [read post]
14 May 2023, 6:00 pm
In this third post of three, I go back to the problem caused by the death of an owner of real estate and the subsequent deaths of the next two people who were to inherit that property. [read post]
18 Jun 2023, 6:00 pm
In last week’s post I explained that when the non-Medicaid spouse dies, the Medicaid spouse must receive at least a minimum amount of assets from the deceased spouse. [read post]
2 Apr 2023, 6:00 pm
In my blog post last week I began discussing the subject of FDIC insurance, a topic on many people’s minds in light of the recent bank failures. [read post]
4 Jun 2023, 6:00 pm
In last week’s post, I was explaining that the death of the non Medicaid spouse impacts the continued eligibility of the Medicaid spouse. [read post]
2 Jul 2023, 6:00 pm
In this week’s post, I address a common problem we see often in our office. [read post]
7 Jan 2024, 5:00 pm
In my blog post last week, I wrote about the rushed process of spending down assets to achieve Medicaid eligibility for one spouse without severely impoverishing the other non-Medicaid “community spouse”. [read post]
12 Nov 2023, 5:00 pm
In this last post of 5 I explain the reasons why the estate administration process takes as long as it does – why it isn’t as simple as getting appointed administrator and closing out all the decedent’s accounts and distributing them in a matter of days or weeks. [read post]
4 Dec 2022, 4:42 pm
In this week’s post I will review the updated numbers for 2023 for the VA program that provides a benefit to wartime veterans and their spouses. [read post]
