How Does Medicaid Estate Recovery Work when a Testamentary Trust is Involved?
August 9, 2022
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
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
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
Question: I have been on expanded Medicaid for three years. I am 61 years old. Is expanded Medicaid still subject to estate recovery? If I
Question: A Trust Schedule A of Assets included an IRA and Roth account with beneficiary designations. The grantor died (of Covid) before titling all assets
Question: I am the executor of an estate. There are stocks in the estate but the estate totals $1.8 million, thus under the federal estate
Question: My mom passed in November 2018. I am the executor of her estate. She left an estate brokerage account that contains 2 mutual funds.
Question: With respect to your recommendation that executors of estates or trustees of trusts sell stock holdings after the death of owner of the assets,
Question: My mother is 96 and has most of her assets in stocks. She has five children and wants to divide the assets in five
Question: Do I need a revocable trust to avoid probate if: 1. all my accounts have a designated beneficiary; and 2. I sign Fidelity’s form
Question: My question is about appreciating assets (stock, mutual funds, etc.) in my mother’s living revocable trust. My mother died in February 2025 at the