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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: "March, 2019"
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 How Much are Trustee Fees for a Larger Trust?
2
By Harry Margolis
In Revocable Trusts, Trustee
Posted March 29, 2019

How Much are Trustee Fees for a Larger Trust?

Question: My parents have a living trust. What is the trustee fee for an estate worth between $5 and $10 million dollars, where I have an account split between the two trusts and I did all the [...]

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 How Will Child Support Affect My Son’s SSI?
0
By Harry Margolis
In Special Needs Planning
Posted March 29, 2019

How Will Child Support Affect My Son’s SSI?

Question: I am a 52 year old with a Prader-Willi syndrome child, age 9. We both receive Supplemental Security Income (SSI) as well as Section 8 for housing and $15 a month in food stamps in Ohio. [...]

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 What Happens to Medicaid When You Switch from SSI to SSDI?
4
By Harry Margolis
In Social Security, Special Needs Planning
Posted March 22, 2019

What Happens to Medicaid When You Switch from SSI to SSDI?

Question: I have two disabled brothers who are 36 and 27 years old. They live with my mom at home who recently retired and started to receive Social Security. As a result, my brothers switched [...]

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 Are Trust Assets Subject to Medicaid Estate Recovery?
0
By Harry Margolis
In Long-Term Care Planning
Posted March 22, 2019

Are Trust Assets Subject to Medicaid Estate Recovery?

Question: Are assets in a “third-party,” non-special needs trust, non-probate assets and therefore not subject to Medicaid estate recovery? If the answer is yes, would a self-settled [...]

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 When Should I Start Collecting Your Social Security?
0
By Harry Margolis
In Social Security
Posted March 15, 2019

When Should I Start Collecting Your Social Security?

Question: When should I start collecting Social Security? Response: The answer depends on your health and financial situation. Given the complications of this question, I consulted with Nora [...]

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 How Much are Pet Trust Trustees Paid?
0
By Harry Margolis
In Pets, Trustee
Posted March 15, 2019

How Much are Pet Trust Trustees Paid?

Question: Is there a usual and customary amount that people pay their pet trustee? How much is customary, annually? Answer: Most pet trustees are not paid at all or are paid a nominal amount. The [...]

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 How Do Lawyers Handle Potential Conflicts of Interest in Family Situations?
2
By Harry Margolis
In Long-Term Care Planning
Posted March 1, 2019

How Do Lawyers Handle Potential Conflicts of Interest in Family Situations?

Question: My mother is 81 and was recently diagnosed with mild dementia. I’m 58 and live on the opposite side of the country. My brother lives an eight-hour drive from my mother. My mother [...]

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 How are Capital Gains in Life Estate Affected by Improvements?
0
By Harry Margolis
In Long-Term Care Planning
Posted March 1, 2019

How are Capital Gains in Life Estate Affected by Improvements?

Question: My mother has quitclaimed the deed of her house to me while retaining a life-use interest. There may be a future potential to sell the house prior to her death if she wants or needs to [...]

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Categories
  • Asset Protection (34)
  • Charitable Giving (10)
  • Durable Powers of Attorney (44)
  • Estate and Gift Taxes (56)
  • Guardianship and Conservatorship (5)
  • Health Care Directives (13)
  • Irrevocable Trusts (51)
  • Long-Term Care Planning (173)
  • Non-Traditional Families (16)
  • Non-US Citizens (27)
  • Pets (4)
  • Practical Matters (15)
  • Probate (38)
  • Property in Other Countries (5)
  • Real Estate (69)
  • Retirement Plans (19)
  • Revocable Trusts (102)
  • Second Marriages (11)
  • Social Security (18)
  • Special Needs Planning (69)
  • Trustee (52)
  • Vacation Homes (3)
  • Wills (50)
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