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Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself.
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Archives

Monthly Archive for: "February, 2018"
Home /
 If My Father Moves to a Nursing Home, will Medicaid Take his House Where I also Live?
2
By Harry Margolis
In Long-Term Care Planning
Posted February 23, 2018

If My Father Moves to a Nursing Home, will Medicaid Take his House Where I also Live?

Question: I’ve lived with my dad since 2011 but we never got a chance to put his house in my name. I moved in to help out because my mom passed! Recently my dad got sick, now he’s in [...]

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 Does My Father Need a New Trust If He Moves from Florida to New York?
0
By Harry Margolis
In Revocable Trusts
Posted February 23, 2018

Does My Father Need a New Trust If He Moves from Florida to New York?

Question: My parents had a living revocable trust. They lived in Florida. My mother passed away early 2017. I brought my father back from Florida to New York to live with me. Before we left [...]

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 How Can the Proceeds of House Sale Be Protected for Nursing Home Resident?
6
By Harry Margolis
In Long-Term Care Planning
Posted February 23, 2018

How Can the Proceeds of House Sale Be Protected for Nursing Home Resident?

Question: My mother has Alzheimer’s disease and is in a nursing home already being covered by Medicaid. After we hand over all my mother’s pension money each month ($4,000), Medicaid [...]

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 Can Child Buy Parents’ Home and Move In With Them?
0
By Harry Margolis
In Long-Term Care Planning
Posted February 23, 2018

Can Child Buy Parents’ Home and Move In With Them?

Question: I would like to know if a child was interested in purchasing her parents’ home (parents are alive) and move into the home with them, could they do that without any problems? [...]

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0
By Harry Margolis
In Charitable Giving, Long-Term Care Planning
Posted February 20, 2018

Can a Medicaid Applicant Rescind a Charitable Gift?

Question: If an individual gave a substantial gift to a church a year or two before moving to a nursing home and needing to apply for Medicaid coverage, can the church be required to return the [...]

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0
By Harry Margolis
In Revocable Trusts
Posted February 16, 2018

Did Mother’s Assignment of All Property to her Trust Include her Annuity?

Question: Hi. Settlor’s (mother) assets were funded into into family trust. Her annuity was the only asset NOT funded into the trust. In 2014, a Certification of Trust was implemented for [...]

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 What is the Difference Between a Revocable and an Irrevocable Trust?
0
By Harry Margolis
In Irrevocable Trusts, Revocable Trusts
Posted February 16, 2018

What is the Difference Between a Revocable and an Irrevocable Trust?

Question: What is the difference between a revocable and an irrevocable trust? Response: Sometimes legal language is straightforward, even if usually it’s not. A revocable trust may be [...]

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0
By Harry Margolis
In Long-Term Care Planning
Posted February 16, 2018

Can I Sell My House Without Repaying Medicaid?

Question: I’ve on MassHealth Commonhealth for about six years. I’ve been trying to figure out if the same rules apply with MassHealth and MassHealth Commonhealth when it comes to [...]

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 QTIP Trust Can Give Husband Right to Income But Preserve Asset for Children?
0
By Harry Margolis
In Estate and Gift Taxes, Second Marriages
Posted February 16, 2018

QTIP Trust Can Give Husband Right to Income But Preserve Asset for Children?

Question: I have family business interest in an LLC and an S-Corp which own commercial real estate and generate my income from rent. I would like to leave this interest to my 4 children (2 are [...]

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Categories
  • Asset Protection (34)
  • Charitable Giving (10)
  • Durable Powers of Attorney (43)
  • Estate and Gift Taxes (55)
  • Guardianship and Conservatorship (5)
  • Health Care Directives (13)
  • Irrevocable Trusts (49)
  • Long-Term Care Planning (170)
  • Non-Traditional Families (16)
  • Non-US Citizens (23)
  • Pets (3)
  • Practical Matters (15)
  • Probate (37)
  • Property in Other Countries (4)
  • Real Estate (66)
  • Retirement Plans (19)
  • Revocable Trusts (98)
  • Second Marriages (11)
  • Social Security (18)
  • Special Needs Planning (69)
  • Trustee (52)
  • Vacation Homes (3)
  • Wills (50)
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