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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: "pooled disability trust"
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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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 What Can I Do If My Pooled Trust Screws Up?
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By Harry Margolis
In Special Needs Planning
Posted September 27, 2021

What Can I Do If My Pooled Trust Screws Up?

Question: My pooled trust made a “clerical error” and underpaid my monthly rent thus putting me in arrears. Who oversees pooled trusts? Where is legal representation or advocacy for [...]

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 Can I Keep My Medicaid if I Sell My House and Put the Proceeds into Trust?
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By Harry Margolis
In Special Needs Planning
Posted July 5, 2019

Can I Keep My Medicaid if I Sell My House and Put the Proceeds into Trust?

Question: I am on Social Security Disability, Medicare, and Medicaid. I want to sell my house in Tennessee and move back home to Michigan. I also have an Irrevocable Supplemental Security Trust. [...]

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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

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Read Sample Chapters

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