Archived
If we add life estate for Mom who lives in our home, is lookback period 1 or 5 yrs? Can we charge her rent & expenses?
Jennifer's answer
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Answered on November 14, 2011
When you say "add" a life estate, I assume that you mean that you plan to have your mother buy a life estate in your home.
Depending on her...
My cousin passed away recently. A will was found naming my father as sole beneficiary.
Jennifer's answer
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Answered on October 28, 2011
It depends on what the will says. If the will simply names your father as heir, your father's heirs, presumably including you, would divide the...
My cousin passed away recently. A will was found naming my father as sole beneficiary.
Jennifer's answer
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Answered on October 28, 2011
It depends on what the will says. If the will simply names your father as heir, your father's heirs, presumably including you, would divide the...
Do i need to take my name off the deed to my parents home?
Jennifer's answer
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Answered on October 28, 2011
How to do it is easy: Execute a deed (you will need a lawyer for this) giving your parents back their property.
Whether you should do it is...
Archived
Does executor of MA estate have to file an accounting if sole heir is a trust?
Jennifer's answer
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Answered on October 28, 2011
No, but it might be a good idea. The fact that all the property is being transferred to a trust makes accounting easy, and once the account is...
Archived
My father is in nursing home. he first had aetna and medicare, but when it no longer covered, he got on mass health. the nursing
Jennifer's answer
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Answered on July 29, 2011
The nursing home could sue you on a contract you signed. This is serious. If you ignore the bills, they could go to collection, and ultimately...
Archived
Can caregiver receive money towards purchase of car from Aunt?
Jennifer's answer
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Answered on July 26, 2011
Is the Aunt applying for Masshealth (Medicaid)? If so, she should be working with an attorney, who will answer the question.
If not, why does...
Can my father gift away his house after he starts receiving Medicaid (Masshealth) benefits to pay for his nursing home?
Jennifer's answer
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Answered on July 21, 2011
If your family came to me with this question, I would suggest that if your father does gift the house, he gifts it into an irrevocable trust. By...
How do I gift or sell my second home to my daughter?
Jennifer's answer
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Answered on July 17, 2011
You will want to talk to an elder law attorney. (Yes, if your daughter is old enough to own real estate, you probably "qualify.")
The "how" is...
Archived
In New York (Bronx) does lawyer hired by deceased for will and probate represent executor? beneficiaries? estate?
Jennifer's answer
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Answered on May 07, 2011
The lawyer represents the executor. It is not unusual, in a probate process, for the lawyer for the executor to suggest that no money be...