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12 Jun 2023, 11:11 am
March 21, 2023 • Volume 4 Issue 124 Here are two topics we have covered in the past, but are important enough to revisit… CLIENT QUESTION #1 Is the regular IRA & the ROTH IRA protected from nursing homes? [read post]
17 Oct 2024, 12:20 pm
October 8, 2024 • Volume 5 Issue 285 Will they ever grow up? [read post]
17 Apr 2025, 11:22 am
April 15, 2025 • Volume 6 Issue 338 Transfers from trusts…..read on: CLIENT QUESTION: Good afternoon Mr. [read post]
29 Sep 2023, 11:27 am
The post Listen to Lawrence: What is care and case management? [read post]
20 Jan 2025, 9:45 am
January 14, 2025 • Volume 6 Issue 313 A question about a Special Needs Trust trustee…read on: CLIENT QUESTION: Can an SNT (Special Needs Trust) be made up where a beneficiary can also be the trustee? [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]
31 Aug 2023, 5:23 am
Going through the probate process is difficult for any family. [read post]
24 Sep 2024, 12:46 pm
September 19, 2024 • Volume 5 Issue 280 MediCARE and nursing home costs…read on: CLIENT QUESTION: If Medicare will pay for the first 20 days of rehab, will long-term care insurance pay for the next 80 days if necessary? [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]
15 Nov 2024, 11:51 am
November 14, 2024 • Volume 5 Issue 296 Accessories? [read post]
4 Apr 2025, 9:16 am
April 1, 2025 • Volume 6 Issue 334 Meaning of spend down….read on: READER QUESTION: In the recent Listen to Lawrence Letter, March 6, 2025, Vol 6, Issue 327, what does it mean when it said, Medicare made him spend down all of his funds? [read post]
19 Jan 2024, 9:46 am
January 16, 2024 • Volume 5 Issue 208 This article from the Special Needs Alliance (SNA) highlights the importance and benefits of early planning. [read post]
29 Feb 2024, 6:33 am
As part of a comprehensive estate plan, there are a number of documents your Long Island estate planning lawyer will suggest. [read post]
1 Dec 2023, 11:28 am
November 21, 2023 • Volume 4 Issue 192 Clarification: A couple of my readers questioned something I said in a recent LISTEN TO LAWRENCE LETTER. [read post]
19 Jan 2024, 9:44 am
January 9, 2024 • Volume 5 Issue 206 IRA information I received from a client….read on: In my December 19, 2023, LISTEN TO LAWRENCE LETTER (Volume 4, Issue 200), I discussed Required Minimum Distributions (RMDs) from inherited IRAs. [read post]
24 May 2024, 7:27 am
May 23, 2024 • Volume 5 Issue 246 INTERESTING NEW LAW A federal mandate that sets minimum staffing requirements for nursing homes was recently finalized by the Centers for Medicare and Medicaid Services (CMS). [read post]
12 Jun 2023, 11:06 am
April 11, 2023 • Volume 4 Issue 128 LIFE ESTATES AND AVOIDING PROBATE CLIENT QUESTION: In one of your recent LISTEN TO LAWRENCE LETTERS you said that you cannot put a beneficiary on a deed to avoid probate. [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]
5 Jan 2024, 9:53 am
January 4, 2023 • Volume 5 Issue 205 A spousal income question…read on: CLIENT QUESTION: Lawrence, my question today is: If my spouse needs to go into a nursing home, does Medicaid allow me, the at-home spouse to keep any money from my RMDs and my Social Security? [read post]
24 May 2024, 7:09 am
May 14, 2024 • Volume 5 Issue 243 Timing is Everything…read on: CLIENT QUESTION: Hello, Does the five-year look-back end on the exact day? [read post]
