Who is Responsible for Maintaining Bank Records of Decedent?
Question: Who is responsible for keeping the bank records of the deceased, the executrix or professional fiduciary? Response: The executrix (also known as the “personal [...]
Can Proceeds of Nursing Home Resident’s Home Sale be Protected from Medicaid Estate Recovery?
Question: In Texas, is there a way to shelter cash from the sale of non-exempt estate assets to avoid MERP, while the recipient is in the nursing home using the Medicaid benefit? As an example, [...]
Did Mother’s Assignment of All Property to her Trust Include her Annuity?
Question: Hi. Settlor’s (mother) assets were funded into into family trust. Her annuity was the only asset NOT funded into the trust. In 2014, a Certification of Trust was implemented for [...]
