Questions answered by David M. Goldman

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How do I go about filing for separation in the state of MD?

David's answer | Answered on May 13, 2013

There are a number of basic questions that need to be answered - especially whether your spouse is in agreement with you about separating. If so,...

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What is the best way to return a gift to somone who needs to qualify for Medicaid benfits to avoid the 5-year lookback penalty?

David's answer | Answered on May 07, 2013

You should NOT have the gift returned prior to applying for Medicaid, as this will limit your options in preserving the gift. In fact, you will...

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I want to divorce my husband. MD requires a year separation. What do I need to do to start the process?

David's answer | Answered on May 06, 2013

The best advice you can get at this stage is to make every effort to work together with husband on this process. It will save you an enormous...

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Fiance dying all our assets in his name only

David's answer | Answered on April 26, 2013

I would add that getting married makes a big difference as far as taxes. This is something important to consider, as well. You did not mention if...

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In a divorce decree, what does it mean when both parties waive any rights to any property rights each may have against the other

David's answer | Answered on March 19, 2013

I'm sorry for your loss. There are two questions, here: First - did your fiancee have a Will and were you named to receive a share in the house? If...

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In Maryland, how can some one legally "spend down" their checking account assets without affecting Medicaid eligibility?

David's answer | Answered on March 06, 2013

While I don't disagree that the rules are too complicated and the stakes too high to try this without a lawyer, there are some things you can spend...

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How will my SS be affected if my husband is in a nursing home under Medicaid,

David's answer | Answered on February 27, 2013

As others have said, your social security income will not be affected at all - the amount will stay the same and you can keep all of it for...

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We live in the state of Maryland.....how do we setup an estate after my mother died and left no will. What are we to do?

David's answer | Answered on January 30, 2013

To add some details, each County has their own Court, so call the Register of Wills in your County and ask for their help. In Baltimore City and...

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My mom left a living trust and my trustee is not following what my mom put down, can i change my trustee

David's answer | Answered on January 29, 2013

I would just add that sometimes the trust itself gives a beneficiary the right to replace the trustee. You may need to have someone review the...

David M. Goldman's Answers (49)

How do I go about filing for separation in the state of MD?

What is the best way to return a gift to somone who needs to qualify for Medicaid benfits to avoid the 5-year lookback penalty?

I want to divorce my husband. MD requires a year separation. What do I need to do to start the process?

Fiance dying all our assets in his name only

In a divorce decree, what does it mean when both parties waive any rights to any property rights each may have against the other

In Maryland, how can some one legally "spend down" their checking account assets without affecting Medicaid eligibility?

How will my SS be affected if my husband is in a nursing home under Medicaid,

We live in the state of Maryland.....how do we setup an estate after my mother died and left no will. What are we to do?

My mom left a living trust and my trustee is not following what my mom put down, can i change my trustee