
Does Exercise of Power of Appointment Trigger Medicaid Estate Recovery?
Question: I have a client with an irrevocable Medicaid trust. That trust gives him a limited testamentary power of appointment he would like to exercise

Question: I have a client with an irrevocable Medicaid trust. That trust gives him a limited testamentary power of appointment he would like to exercise

Question: My partner is on disability. As a senior, she is on basic Medicare, but as a person on disability, she also has Medicaid, (which,

Question: If my partner were to sell her house in Vermont, and become a legal resident of Massachusetts, would her Medicaid status automatically transfer into

Question: My sister passed away and my mother is in assisted living, spending down her assets for Medicaid. As my mother is the next of

Question: If my parents move all assets into some type of trust to own nothing and have no legal binding tax implications to the property.

Question: Can I place my uncle in a nursing home if I have a POA? Response: Not exactly, but it may help. A durable power

Question: In an attempt to find solutions to bypass probate, my husband and I set up a life estate in 2011. Both of our children

Question: My mother’s husband is 82 years old and has dementia. Last month, he went out to a car dealership, purchased a car, and drove

When a Medicaid beneficiary inherits property they must report it to the Medicaid agency, but depending on the circumstances it may not affect their eligibility.

Question: What are the minefields families should be aware of when they become a caregiver to an older loved one? (I heard the story of