If the trust provides that trust income shall (or may) be distributed to the grantor (your mother) , then Medicaid will include the trust income in...

Yes. There are several strategies to protect assets in light of a future potential need for nursing home care, it may include your mother...

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Your father should speak with an experienced estate planning attorney, and if he is 65 years or older, he would be best served by speaking with an...

I agree with my colleague. First, your sister will need a good estate plan to ensure that your nephew inherits the property without any issue....

First of all, my condolences to you and your family on your loss. As to your question, unfortunately, no, the “intent” will not be sufficient to...

You should not lose your benefits as a trustee if the trust is drafted properly. You should not lose your benefits as a beneficiary, if the trust...

Medicaid does treat retirement account distributions as income. There are several Medicaid categories, and it would depend on which program you are...

Because Aunt Sue died before Uncle John, unless Uncle John’s will specifies differently, his will skips over Aunt Sue as she did not survive him....

You are on the right track thinking about protecting the coop. There are many issues to consider before transferring the coop, and generally, it...

This depends on several factors, including the dollar amount of the inheritance, your father's age, the type of Medicaid he has, whether he gets...