Question: My wife will need to move to a nursing home memory care facility within 6 months. We own our home in Massachusetts and I understand as the community spouse I can stay in the home. (It [...]

Question: I would like to set up a trust in my mothers name. I am her POA and health advocate. Mom was able to get Medicaid this past May and my promise was to keep her in her home and avoid a [...]

Question: My mom died without receiving any Medicaid to help pay for her nursing home. She paid everything from her own money. She was a widow for 25 years before she remarried at the age of 72. [...]

Question: My parents have an irrevocable trust that holds most of their assets, including their house. They are purchasing a new home but since they do not have enough money, they will have to [...]

Question: In California, can I have my parents deed their house to me as compensation for taking care of them? It has been 5 years and I am drowning. Response: I don’t practice in [...]

Question: Mom creates and funds a special needs trust for disabled child who’s under the age of 65. Mom plans to leave a 1/3 interest in the house to the trust. If child is over the age of [...]

Question: I have elderly parents who are looking to update their revocable trust into an irrevocable one. They would just like to put their 2 homes (their primary residence & an investment [...]

Question: In January 2019, I suffered a prolonged illness that required multiple surgeries, hospitalization, and stays at a nursing home. I own and reside in my home in West Virginia, the state [...]

Question: Mom creates and funds a special needs trust for disabled child who’s under the age of 65. Mom plans to leave a 1/3 interest in the house to the trust. If child is over the age of [...]

Question: What if a Medicaid recipient bought a whole life insurance policy and transferred ownership to a party with an insurable interest immediately, before any cash value has developed? This [...]