Question: I am on Medicare and Medicaid for my health insurance. I would like to sell my home in New York and buy another in a different state. Will I have to reimburse Medicaid for the medical [...]

Question: If I make a gift of $15,000 shares of property I own to each of my children, do I also have to put them on the property title as co-owners of the property? It’s my understanding [...]

Question: What is a Trust Protector and how do they work? Are there advantages and disadvantages in setting one in place? Response: A “trust protector” is a relatively new category of [...]

Question: My home is in a trust set up by my mother with me as beneficiary. I don’t have a mortgage but the house needs serious remodeling/upgrades as it is a 1986 model. Can I take out a [...]

Question: We are in the process of transferring our dad from a nursing home in Connecticut to Ohio. He is on Medicaid. We understand that Medicaid does not transfer from one state to another, so [...]

Question: I am trustee for several trusts for a difficult and irresponsible beneficiary. I would like to appoint a successor trustee in case of my death or inability to serve. However, I have [...]

Question: If my sister and I inherited half of our dad’s house after he passed and then his wife went down to the courthouse and filed a life estate, is this legally binding? We had no [...]

Question: Upon mom’s death, her will created a special needs trust for my sister. Now, our dad has passed and his trust created a special needs trust for the same sister. Do we have to have [...]