Medicaid approved in CT, what happens to Federal tax refund that was in process during medicaid application process?
Michael's answer
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Answered on September 11, 2014
Likely to affect her Medicaid eligibility & payment. Best to take any documentation with you and sit down right away with an Elder Law / Medicaid...
Archived
Funding trust
Michael's answer
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Answered on September 11, 2014
Joe is right. Have a half-hour sit-down with your Estate Planning attorney who drafted the Trusts. I'd follow his or her advice. Good Luck.
Does anyone one have experience dealing with ESPP's that do not allow a beneficiary to be named.
Michael's answer
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Answered on September 11, 2014
First if you SELL the ESPP stock, you won't own it anymore and you'll only have CASH PROCEEDS to put into the Trust. A capital gains tax is not...
Archived
Has a judge in california ever given a 2nd wife/widow not a trustor asset (house) from an irrevocable trust if we go to court.
Michael's answer
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Answered on September 11, 2014
A lot of jumbled facts here. Best bet. A consultation with an Estate Planning attorney is or near Fresno. See Avvo.Com under 'Find-A-Lawyer'. Enter...
Archived
How do I LEGALLY get a title, registration and car under my name?
Michael's answer
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Answered on September 11, 2014
It's time to Apply for Guardianship / Conservatorship for your Gramma. See an ELDER LAW Attorney to get started. See Avvo.Com under...
Can my sister stop me from moving into our mothers home so that I can be closer to our mother who is in a nursing home with alzh
Michael's answer
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Answered on September 11, 2014
Just because a person has Alzheimer's doesn't mean they are incompetent. They have good days and bad days. On good days they may be perfectly...
My child was in a car accident a few years ago and they put the money in a trust fund and now we have fallen on hard time
Michael's answer
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Answered on September 11, 2014
First it's not "our money". It's your child's separate property, and he can obtain it once attaining the age of majority. The reason it is in a...
Archived
How can I protect an rental property from the state should I end up in a nursing home? Will it be secure if I sell it to my dau
Michael's answer
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Answered on September 11, 2014
At least 5 years BEFORE going into a Nursing Home, begin using ELDER LAW Strategies including certain kinds of Trusts by working with a competent...
Archived
A living trust was filed and the beneficial are brother and sister. If sister filed quick claim deed and brother did not file
Michael's answer
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Answered on September 11, 2014
I concur with my colleague. You need to sit down with a CA-licensed attorney in your area. See Avvo.com click on Find-A-Lawyer. Enter 'Estate...
Archived
Good Morning.
Is it necessary for 2 different types of attorneys or can it be handled in one firm?
Civil/Elder Care?
Michael's answer
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Answered on September 11, 2014
Most experienced attorneys tend to focus the primary areas of work in their practice. See Avvo.Com click on Find-A-Lawyer, and then enter the type...
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