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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: "special needs planning attorney"
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 Does My Daughter Need a Special Needs Trust If She’s Receiving SSDI?
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By Harry Margolis
In Special Needs Planning
Posted June 28, 2019

Does My Daughter Need a Special Needs Trust If She’s Receiving SSDI?

Question: My 34-year-old daughter was recently diagnosed with a disabling condition and receives SSDI. I have an irrevocable trust dividing my assets among her and her siblings. How do I amend my [...]

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 Will Retirement Funds in a Trust be Protected When the Beneficiary Applies for Medicaid?
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By Harry Margolis
In Long-Term Care Planning, Special Needs Planning
Posted December 29, 2017

Will Retirement Funds in a Trust be Protected When the Beneficiary Applies for Medicaid?

Question: Parents (now both deceased) set up an irrevocable trust for their handicapped daughter with the Trust as the only beneficiary. Only assets in estate is an inherited IRA, a TOD account [...]

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 Transferring House to Child with a Disability
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By Harry Margolis
In Long-Term Care Planning, Special Needs Planning
Posted October 13, 2017

Transferring House to Child with a Disability

Question: My mother is receiving Medicaid now and wants to transfer her home to her son who is disabled, under 65 years old and has an income of less than $2,000. Can she do this even if she is [...]

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 Three Steps to Finding the Right Estate Planning Lawyer for You
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By Harry Margolis
In Practical Matters
Posted September 1, 2017

Three Steps to Finding the Right Estate Planning Lawyer for You

Engaging the right attorney or law firm to work with you on your estate planning will be very important to the process and the results. A lot of factors may play into your choice, including your [...]

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Categories
  • Asset Protection (34)
  • Charitable Giving (10)
  • Durable Powers of Attorney (44)
  • Estate and Gift Taxes (56)
  • Guardianship and Conservatorship (5)
  • Health Care Directives (13)
  • Irrevocable Trusts (51)
  • Long-Term Care Planning (173)
  • Non-Traditional Families (16)
  • Non-US Citizens (27)
  • Pets (4)
  • Practical Matters (15)
  • Probate (38)
  • Property in Other Countries (5)
  • Real Estate (69)
  • Retirement Plans (19)
  • Revocable Trusts (102)
  • Second Marriages (11)
  • Social Security (18)
  • Special Needs Planning (70)
  • Trustee (52)
  • Vacation Homes (3)
  • Wills (50)
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Harry Margolis book: The Baby Boomers Guide to Estate Planning

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