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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: "testamentary trust"
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 How Does Medicaid Estate Recovery Work when a Testamentary Trust is Involved?
6
By Harry Margolis
In Long-Term Care Planning, Probate, Wills
Posted August 9, 2022

How Does Medicaid Estate Recovery Work when a Testamentary Trust is Involved?

Question: What if an unknown Medicaid estate recovery claim pops up, and the surviving spouse is not an explicit heir, but rather beneficiary of a testamentary trust? How does delayed recovery [...]

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 What Happens to Proceeds When Condo is Sold on Behalf of My Stepfather in a Nursing Home?
0
By Harry Margolis
In Long-Term Care Planning
Posted August 3, 2020

What Happens to Proceeds When Condo is Sold on Behalf of My Stepfather in a Nursing Home?

Question: My mother died at age 93. Her husband is in an assisted living facility. She had financial and medical powers of attorney for him. I am the successor agent on both. His Medicaid pays [...]

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 The Magic of Testamentary Trusts in Medicaid Planning
9
By Harry Margolis
In Asset Protection, Long-Term Care Planning
Posted June 16, 2017

The Magic of Testamentary Trusts in Medicaid Planning

Testamentary trusts can provide a way to have your cake and eat it too. Most planning to be eligible for Medicaid to pay for your long-term care involves a trade off, putting assets out of your [...]

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Wondering if a trust makes sense for you?

This comprehensive guide provides all you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

Get the Book
(An Amazon Prime Reading selection)

Read Sample Chapters

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