Does Money in Third-Party Trust Affect Eligibility for Medicaid?
December 20, 2023
Question: In Pennsylvania, does money in a third-party trust count as Medicaid income or asset if a beneficiary or his wife is on SSDI? Response:
Question: In Pennsylvania, does money in a third-party trust count as Medicaid income or asset if a beneficiary or his wife is on SSDI? Response:
Question: I am successor trustee for my Mom’s living revocable trust. (She is still living.) All of her assets are currently held in a trust
Question: I am successor trustee for my mom’s living revocable trust. Her trust assets are currently held in a brokerage account in the form of
Question: We have a special needs trust for our daughter to be funded by a life insurance policy on my husband’s life. We’re wondering if
Question: My sister and I are 50-50 beneficiaries of our mom’s will. Her assets include a house ($250K) and an IRA ($250K). My sister would
Question: I just finished reading your book “The Baby Boomers Guide to Trusts,” and the information is very good. I am the trustee of a
Question: This question is about an issue that seems to be rarely discussed. In my state, one of the standard powers of an agent under
Question: I have no immediate family nor close friends. I do have some distant cousins and a biological son who was adopted at birth. I’m
Question: I live in a house that is in joint names with my father and that carries a mortgage. My name is also on the
Question: What are the Capital Gains Consequences if I Put My House in an Irrevocable Trust? I live in Illinois and am 66 years old