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…
National Special Needs Law Month: New Rules for ABLE Accounts By Jill Roamer, J.D., CIPP/US Special Needs Planning It's National Special Needs Law Month, let’s take a look at recent final regulations issued by the Internal Revenue Service (IRS). The new regulations clarify rules regarding ABLE…
Child Support Arrears and Estate Recovery By Jill Roamer, J.D., CIPP/US estate planning In a recent case out of Ohio, a court of appeals analyzed whether the state could recover child support arrears from the estate of a Medicaid recipient. Here, Betty was the…
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…
CMS Reacts to Oklahoma Law that Instills Five-Year Waiting List for Those with Special Needs By Jill Roamer, J.D., CIPP/US Special Needs Planning October marks the beginning of National Special Needs Law Month! Let’s start celebrating with some good news about an Oklahoma…
Is a Court-Appointed Conservator Personally Liable for Actions Taken? By Jill Roamer, J.D., CIPP/US Elder Law, Case Law Is a Court-Appointed Conservator Personally Liable for Actions Taken?As a senior ages, they may no longer be able to look after their own affairs. This…
SSDI Waiting Period Eliminated for Individuals with ALS By Jill Roamer, J.D., CIPP/US Special Needs Planning SSDI Waiting Period Eliminated for Individuals with ALS. Social Security Disability Insurance (SSDI) is a program that is overseen by the Social Security Administration (SSA).…
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…