Estate Planning

Medicaid: Corpus of Irrevocable Trust Countable

Corpus of Irrevocable Trust was Countable Resource. Two trusts Petitioner created in 2000 held a cumulative balance of approximately $64,000.…

4 years ago

Medicaid: DFCS directed to determine eligibility where application pending over one year

DFCS directed to determine eligibility where application was pending for over one year. Petitioner filed an application for Medicaid on…

4 years ago

Medicaid: Sole Benefit Trust rejected and transfer penalty imposed

Sole Benefit Trust rejected and transfer penalty imposed. An 86 year old applicant established an irrevocable trust for the benefit…

4 years ago

Arc Posts Videos Overviewing Special Needs Trusts and ABLE Accounts

The Arc of the United States recently posted new videos providing an Overview of Special Needs Trusts and ABLE accounts.…

4 years ago

2021 National Conference on Special Needs Planning and Special Needs Trusts, October 13-15, 2021

Registration is open for the 2021 National Conference on Special Needs Planning and Special Needs Trusts, October 13-15, 2021. It…

4 years ago

2022 Special Needs Planning Symposium, February 24 – 26, 2022

2022 Special Needs Planning Symposium We don't always give a shout out for symposiums sponsored by others, but we'll make…

4 years ago

News Round-up – 9-24-2021

Selected articles from Current Awareness in Aging Research E-Clippings: Staff Shortages Are Hammering Long-term Care Facilities, Home Care Agencies, and…

4 years ago

News Round-up – August 30, 2021

Ed Asner died on August 29, 2021. He is most well known for playing Lou Grant, but my personal favorite…

4 years ago

Issues To Consider as You Age

As you plan for your future, there are steps you can take to make life easier for yourself and your…

4 years ago