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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 [...]

Question: Does Massachusetts allow individuals to give $500 a month to a daughter without being in violation of the Medicaid look back period? Is it better to give this with a check or cash? [...]

Question: We lived with my mother-in-law in her house for two years prior to her being a Medicaid recipient for adult day care for Alzheimer’s patients.  She never went into a nursing home [...]

Question: My husband has been in a nursing home for two years already. I need to sell 5 rental homes that I cannot manage and don’t want any more. Can I sell them, they are on my name? Can [...]