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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]
1 Jul 2024, 9:15 am
June 25, 2024 • Volume 5 Issue 255 More trust questions… CLIENT QUESTIONS: First question: I have an irrevocable Medicaid trust with you funded with stocks. [read post]
10 Nov 2023, 8:22 am
November 9, 2023 • Volume 4 Issue 189 Life estates have pros and cons, but mostly cons…read on: READER QUESTION: Hi Lawrence, My parents’ house is in a life estate with my sister and myself named as remaindermen. [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]
17 Nov 2023, 8:51 am
November 14, 2023 • Volume 4 Issue 190 Another tax basis question…read on: READER QUESTION: Is there tax on selling stock in an irrevocable trust after the grantor has died? [read post]
14 Mar 2025, 9:01 am
March 13, 2025 • Volume 6 Issue 329 Step it up, my friends…..read on: CLIENT QUESTION: My home is in an irrevocable Medicaid trust created by you 3 years ago with my two children listed as beneficiaries. [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]
30 Sep 2024, 6:59 am
The American population is aging. [read post]
19 Apr 2024, 8:42 am
April 11, 2024 • Volume 5 Issue 234 Cars and Medicaid trusts? [read post]
29 Sep 2023, 11:29 am
The post Listen to Lawrence: Crucial Documents that Everyone Should Have appeared first on Davidow, Davidow, Siegel & Stern, LLP. [read post]
20 Jan 2025, 9:44 am
January 9, 2025 • Volume 6 Issue 312 A follow-up question to my last LISTEN TO LAWRENCE LETTER…read on: CLIENT QUESTION: If I leave money in a Special Needs Trust for my son, can the trustee buy him a home? [read post]
21 Feb 2025, 12:13 pm
February 13, 2025 • Volume 6 Issue 321 Poor means poor…read on: CLIENT QUESTION: What is the amount limit that you can have in the bank to be eligible for Medicaid? [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]
1 Dec 2023, 11:32 am
November 30, 2023 • Volume 4 Issue 195 NOTICE The IRS just announced that beginning January 1, 2024, the Gift Tax Annual Exclusion will now be $18,000 (up from $17,000). [read post]
27 Aug 2024, 8:31 am
August 27, 2024 • Volume 5 Issue 273 Although you may mean well by wanting to leave a residence to someone you love who has a disability, you will first need to find out the right way to do it and if the person can afford to own and maintain […] The post The Listen to Lawrence Letter: Leaving a Residence to a Person with a Disability appeared first on Davidow, Davidow, Siegel & Stern, LLP. [read post]
11 Aug 2023, 9:02 am
August 8, 2023 • Volume 4 Issue 162 Want to get confused? [read post]
4 Mar 2024, 7:39 am
February 27, 2024 • Volume 5 Issue 220 LAW UPDATE The Medicaid eligibility thresholds change every year. [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]
9 Feb 2024, 7:57 am
February 8, 2024 • Volume 5 Issue 215 Grantor vs. [read post]
7 Mar 2025, 11:45 am
March 6, 2025 • Volume 6 Issue 327 A life estate problem….read on: READER QUESTION: My father applied for and received Medicaid in December 2024. [read post]
