Deed transfer

Your question seems to have a number of inconsistencies. You should consult with and estate planning/probate attorney to review the will and deed.

Deed ?

Why do you think you need to take his name off of the deed? It may now be necessary. If you are on the deed as husband and wife, when he passed...

depending on the value of her probate estate (ie, the stock) you will either need to commence a Voluntary Administration proceeding (if the probate...

Will I be disqualified from Medicaid if I accept an outright $350k distribution from an estate?

You should immediately consult with an experienced attorney to discuss your options. You do have options that will vary depending on the type of...

I need a pooled trust for a Medicaid client, she has two sources of income , social security .and a pension. ss is deposited

There Is a list of my pooled trusts at http://wnylc.com/health/entry/4/ Our office has worked extensively with the Theresa Pooled Trust and to a...

I agree with the previous 2 answers. Things can be done to protect your inheritance and get you back on Medicaid, but you need to consult with an...

There are capital gains tax issues to be discussed for you and your sisters. You should consult with an experienced planning attorney and tax...

Can a preplan w/ a revocable trust be switched to irrevocable after an applicant has a scheduled pick up date in ny

Yes you can (and should) convert to irrevocable as soon as possible.

To supplement Mr. Berson's response, some irrevocable trusts have a special power (called a limited or special power of appointment) that allows...

Can one apply for medicaid as individual while being married?

The short answer is yes. But there are other issues that need to be addressed (ie, assets and needs). Also, just because the husband has income...