Archived
Irrevocable Grantor Trust for Medicaid Qualification. What are the pros and cons? How does it work? We have lots of questions.
Jill's answer
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Answered on February 20, 2015
Elder law, specifically Medicaid/Medical Assistance qualification, is a complicated area. In order to determine whether transfers to children, a...
Archived
What legal action can I take against the executor of my mom's estate for stealing?
Jill's answer
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Answered on February 20, 2015
I strongly suggest that you seek advice from a Texas attorney who practices in probate law.
Archived
Re" Revocable Living Trust - What is a spendthrift provision?
Jill's answer
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Answered on February 20, 2015
In general, a Spendthrift Trust is a trust whereby one person (settlor) sets aside property for the benefit of another (beneficiary) in which,...
Archived
For purposes of Medicaid qualification and 5 year lookback, what assets are considered "exempt?"
Jill's answer
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Answered on February 20, 2015
I suggest you seek advice from an elder law attorney near you, and one that specializes in Medicaid benefits.
In most cases a residence, car,...
Archived
Do I need a divorce lawyer?
Jill's answer
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Answered on February 20, 2015
New York is an "equitable distribution" state, which means during a divorce assets are splits equally, or as equally as possible, between the...
Archived
My uncle left me $15,000 his stepson remove paper my uncle said for me to get. Unl died how do I get my money?
Jill's answer
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Answered on February 20, 2015
There are many more questions that I have about your Uncle. I suggest you contact a probate attorney that practices in the state your Uncle died....
Archived
Can a spouse spenddown assets to qualify for Medicaid by transferring assets to an immediate annuity FBO the community spouse.
Jill's answer
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Answered on January 30, 2015
You pose an interesting question in light of some recent legislative changes! Things are changing in Elder Law in Minnesota. We are currently...
Archived
Trust fund question
Jill's answer
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Answered on January 30, 2015
I would need to analyze the Trust Agreement to determine what would and would not fall under "drug testing." Also, the settlors intent in adding...
AB TRUST and QTIP TRUST
Jill's answer
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Answered on January 30, 2015
In consideration of an AB Trust, I analyze what assets my clients have and how they are invested. For instance, if they hold a majority of assets...
Archived
Can I set up a Trust Account.
Jill's answer
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Answered on January 29, 2015
Yes, there may be ways to protect your benefits and allow you to hold the money greater than one month. Consult with an elder law attorney in your...
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