Showing Transfers Were for Purposes Other Than to Qualify for Medicaid Benefits By Jill Roamer, J.D., CIPP/US Medicaid Planning, Case Law When someone needs long-term care and applies for Medicaid benefits, there is a look-back period. The Medicaid agency will look back a…
What is Alzheimer’s Disease? Article from alz.org What is Alzheimer’s Disease? Alzheimer's is a type of dementia that affects memory, thinking and behavior. Symptoms eventually grow severe enough to interfere with daily tasks. Understanding Alzheimer's and dementia Plaques and tangles…
What Is Long-Term Care? Long-term care involves a variety of services designed to meet a person's health or personal care needs during a short or long period of time. These services help people live as independently and safely as possible…
Elder Law Can Be Scary, But It Doesn’t Have To Be! Aging is something we all must go through. As our bodies and minds decline, so do our decision-making powers. Unfortunately, some of us can become incapacitated and no longer…
By Jill Roamer, J.D., CIPP/US Special Needs Planning What is a Qualified Disability Trust? The legal authority to create a Qualified Disability Trust (QDisT) falls under §642(b)(2)(C) of the Internal Revenue Code. To qualify as a QDisT, the trust must meet the…
How Medicaid Planning Trusts Protect Assets and Homes from Estate Recovery Last updated: January 04, 2021 What are Medicaid Asset Protection Trusts (MAPT)? Medicaid Asset Protection Trusts (MAPT) can be a valuable planning strategy to meet Medicaid’s asset limit when…
Getting Around the Transfer Penalty for Pooled-Trust Transfers for Individuals 65 Years and Older By Jill Roamer, J.D., CIPP/US Special Needs Planning, Medicaid Planning, Case Law Medicaid laws can be cumbersome and tricky. Federal statutes set out the framework for certain Medicaid eligibility rules…
Recent Case Analysis of Undue Influence By Jill Roamer, J.D., CIPP/US Elder Law, estate planning, Case Law Undue Influence is when someone pressures another in such a way that the person being influenced is not acting by their own free will; they are being…
Elder Law Versus Estate Planning: Not So Different After All By Jill Roamer, J.D., CIPP/US Elder Law, estate planning How different is elder law from estate planning, really? Estate planning, in part, deals with helping clients plan for disability, minimize taxes at their…
Dealing with IRAs in Crisis Planning By Dale M. Krause, J.D., LL.M. Veterans Benefits, Medicaid Planning Thank you to our guest blogger Dale M. Krause, J.D., LL.M., President and CEO of Krause Financial Services, for leading this conversation on dealing with IRAs in…