Question: If property has a line of credit from a reverse mortgage available before being placed in an irrevocable trust, can Medicaid consider the line of credit as a countable asset while in [...]

Question: Though I have read some of your related articles, I still am not quite clear: in the case of an institutionalized spouse with a healthy community spouse who lives in their home, will a [...]

Question: A client is a resident of Florida – spends more than 6 months a year there, has a Florida driver’s license and a home in Florida. She also has a property in Maine. While in [...]

Question: The attorney I retained has already cost me $2,500 ($1,000 retainer fee + additional charges) for emails, mostly, and a 1/2 hour conference call). I am 76, live alone, have 2 sons, own [...]

Question: What would be the typical cost of a bank administering a trust set up with quarterly distributions that could last 10 years? Response: It depends largely on the amount you will have in [...]

Question: Mom creates and funds a special needs trust for disabled child who’s under the age of 65. Mom plans to leave a 1/3 interest in the house to the trust. If child is over the age of [...]