Question: My son, George, now age 49, lives in Massachusetts. He was disabled in a mountain biking accident ten years ago which left him paralyzed from the waist down. Although he has [...]
Question: Can the ownership of a whole life insurance policy be changed to a funeral home to make someone Medicaid eligible prior to the application being submitted without penalty? Response: [...]
Must a Minor Child Get His Share of His Father’s House Even Though He’s Not Paying Off the Mortgage?
Question: In a probate estate where a husband dies intestate leaving a wife and two children (a minor child who is also the child of his widow and an adult child who is the child of a prior [...]
Question: My brother and myself are the trustees of an irrevocable family trust from my deceased parents in Maryland. The trust has 5 beneficiaries (5 siblings). We just sold and closed on my [...]
Question: I am 55, live in New Jersey and received Medicaid. I have a 14-year-old child living with me. I own a house. If one day I pass away, will the state seek estate recovery for the money I [...]
Question: If someone only places their house worth only $250,000 in an Irrevocable Trust, do they have to pay yearly income tax on it, when they are not renting it out and they are not getting [...]
Question: My son receives SSDI and currently has Medicaid. He will be enrolled in Medicare effective January 1st. Is he required to purchase part B and part D or will his Medicaid continue to [...]