Archived
I need a game plan. What can I do? What kind of attorney handles these cases; Elder Law?
David's answer
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Answered on March 10, 2015
My suspicion is that the house is owned by the trust with a life estate for your mom. You say you are the Trustee. If that is the case, then you...
Archived
Medicaid
David's answer
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Answered on March 08, 2015
As stated, this money is your mother's unless you can prove you put the money in the account. Medicaid will disqualify you for Medicaid based on...
Do I need to fill out a small estate affidavit?
David's answer
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Answered on March 04, 2015
Both answers are correct, however, if the trust was in your father's social security number, you may need to get a tax id number for the trust now...
Archived
Can my brother enter expenses for mom that he paid for and deduct them from estate? And can Medicaid lien my inheritance ?
David's answer
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Answered on March 03, 2015
I agree with Regina. You will probably need a supplemental needs trust to keep your inheritance and your Medicaid Benefits.
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