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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: "HEMS standard"
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 What Documentation is Needed to Show HEMS Standard in Trust was Followed?
0
By Harry Margolis
In Irrevocable Trusts
Posted March 29, 2023

What Documentation is Needed to Show HEMS Standard in Trust was Followed?

Question: My husband and I both set up Spousal Lifetime Access Trusts. The trusts state that the trustee may distribute to the beneficiary as much of the income and principal as such trustee may [...]

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 Can Trust Restricted by HEMS Standard be Changed?
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By Harry Margolis
In Irrevocable Trusts
Posted July 14, 2021

Can Trust Restricted by HEMS Standard be Changed?

Question: My sisters and I would liked to sell part of a piece of land worth $15 million or more held in trust. We learned we couldn’t get the money out of the trust thru distributions so we are [...]

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0
By Harry Margolis
In Long-Term Care Planning, Social Security
Posted March 9, 2018

Will Discretionary Trust Without HEMS Standard Affect Brother’s Eligibility for Medicaid?

Question: I am trustee for a trust that my parents set up for my brother. The trust gives me total discretion as to when and how much to distribute to him without a HEMS standard. There is no [...]

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This comprehensive guide provides all you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

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(An Amazon Prime Reading selection)

Read Sample Chapters

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