Question: When a husband is about to apply for Medicaid long-term care benefits, and a community-spouse (non-applicant) wife is trying to reduce her assets below the limit of about $130,000, what [...]

Question: If I transfer real estate into a regular trust, does it constitute a sale and result in capital gain tax and property basis step-up? What if I transfer it to a nominee trust? Response: [...]

Question: If I were to claim Social Security at age 62, while still working part-time, so my benefit will be reduced to a very small amount or zero, how would that affect the benefit that my [...]

Question: I have elderly parents who are looking to update their revocable trust into an irrevocable one. They would just like to put their 2 homes (their primary residence & an investment [...]

Question: I am POA (Power of Attorney) for my 91-year-old uncle. For the past 2.5 years, he has been enrolled with MassHealth PACE. He receives about $1,300 a month combined from Social Security [...]

Question: Can a whole life insurance policy owned by a current recipient of Medicaid benefits be transferred or borrowed against in order to avoid becoming ineligible for benefits? Response: It [...]

Question: My father lives in Los Angeles. I live in Canada. I am the trustee of his Health Care Living Trust as he is incapacitated. I am also the POA and sole beneficiary of his will. I fly back [...]