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Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself.
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Archives

Tag Archives for: "(d)(4)(C) trust"
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 How Can Medicaid Beneficiary Use Inheritance to Update Bathroom?
0
By Harry Margolis
In Special Needs Planning
Posted June 28, 2022

How Can Medicaid Beneficiary Use Inheritance to Update Bathroom?

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 [...]

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0
By Harry Margolis
In Long-Term Care Planning
Posted January 21, 2022

Must Pooled Disability Trust Go Through Probate upon Beneficiary’s Death?

Question: I am considering a Pooled Disability Trusts for a family member who is over 65. It would be a self-funded trust. What happens if I start the trust process, but the relative passes [...]

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 How Can My Nephew Protect His Social Security Back Pay Award?
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By Harry Margolis
In Special Needs Planning
Posted August 17, 2020

How Can My Nephew Protect His Social Security Back Pay Award?

Question: My cousin’s only son, David, who is 33 years old, just received notice that he has qualified for SSDI, retroactive for a year and a half. He had a brain tumor at age 12. The good [...]

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  • Revocable Trusts (102)
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  • Special Needs Planning (70)
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This simple-yet-comprehensive guide provides everything you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

Get the Book

Read Sample Chapters

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