…about the use of an irrevocable trust and qualifying for Medicaid.
Many clients have legitimate concerns about the use of an irrevocable trust in their estate plans. In short, the use of irrevoc…
…have questions regarding treatment of the primary home, trusts and jointly owned property in elder law/nursing home context.
Many of our estate planning clients have elderly family members who …
…have questions and concerns about Joint Ownership of property and accounts in their estate plans.
In joint ownership, two or more persons share an undivided fractional ownership in property …
…when one of their parents is confronted with the possibility of nursing home care.
When parents are confronted with the prospect of one spouse entering into a nursing home there are, naturally, …
1. Not reviewing and updating your estate plan.
You should periodically review your estate plan to make sure it reflects your current wishes. Failing to address changes in the law or in your fi…
The primary benefit of asset protection trusts is the ability to shield assets placed in a qualified asset protection trust from creditors. Transfers made to the trust are irrevocable, but the …
This blog is intended for informational use only. The information contained herein should not be construed as offering legal advice or a legal opinion.
This question was asked recently at an initia…
This blog is intended for informational use only. The information contained herein should not be construed as offering legal advice or a legal opinion.
You can challenge a will if facts indicate t…
This blog is intended for informational use only. The information contained herein should not be construed as offering legal advice or a legal opinion.
“I don’t have a large estate. Do I still nee…