Question: What if an unknown Medicaid estate recovery claim pops up, and the surviving spouse is not an explicit heir, but rather beneficiary of a testamentary trust? How does delayed recovery [...]

Question: The love of my life died from Covid in mid-January. We were together for 15 years but for religious reasons we never “married.” He was just 38 years old. We were always both [...]

Question: I have just read all your posts regarding irrevocable trusts. They were very significantly informative! Thank you. I am one of two co-trustees of an irrevocable trust (in [...]

Question: My parents are thinking of putting their primary and only residence into my name so they would qualify for reduced rates in a residential facility if need be. The home is worth about [...]

Question: In a small business LLP, can a Partnership issue K-1’s in name and Social Security number of the Trustee or must it be in name of the Trust, if the Trust is listed as a Limited Partner? [...]

Question: Can you clarify some benchmark dates for making a long-term care Medicaid application? Does the five-year look-back period start (or end) on the same date as the date of the mailed-in [...]

Question: I inherited a traditional IRA from my mother; I am the sole beneficiary. I am leaning toward liquidating the securities but I wanted to understand how that is accomplished. I assumed [...]

Question: I wanted to confirm that an SSI recipient must apply for their Social Security benefits when they turn 62 based on a friend’s recent personal experience. About 10 weeks after [...]

Question: I have been getting Medicaid in-home assistance for approximately two years I am getting a unexpected check from an inheritance that I plan to use to replace a tub with a shower. But I [...]

Question: I understand that trust distributions are not generally income for Medicaid purposes when paid to a provider of services rather than directly to the beneficiary (and presumably would [...]