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Abusive Insurance Sales Tactics Uncovered

No Comments Elder Law

A recent New York Times story reports on the misleading credentials and sales tactics of some unscrupulous financial advisors.  Mississippi’s own Secretary of State’s office was quoted in the article.  “If insurers would cut off these companies, this behavior would end tomorrow. Instead, they just close their eyes or say it’s not their fault when […]

VA Benefit

No Comments Elder Law

 The VA disability pension program is more commonly known as the “Aid and Attendance” program. It is available to single veterans, to veteran households with one or more dependents, or to the surviving spouse and/or surviving dependent children of a veteran. In order to qualify for the benefit, a veteran must have served 90 days […]

Real Property Held by Revocable Living Trust held Exempt

No Comments News & Updates

On certification of a question from the U.S. Court of Appeals for the Tenth Circuit, the Kansas Supreme Court finds that a bankruptcy debtor may claim a homestead exception even when the real property has been transferred to a living trust prior to bankruptcy. Redmond v. Kester  (Kan., No. 97,627,  June 8, 2007).

Special Needs Trust Proceeds Available for Child Support

One Comment has News & Updates

A Pennsylvania appeals court rules that income from a father’s special needs trust is available to pay child support.  Mencer v. Ruch.  (PA.Super 182, 2007) No. 1902 WDA 2006. Heather Mencer instituted a support action against Gary Ruch, the father of her daughter. Due to a brain injury that occurred prior to the daughter’s birth, […]

Medicaid Planning

No Comments News & Updates

What is Medicaid? Medicaid  is a federal government program that provides financial assistance to persons age 65 and over, or those under 65 who are disabled and who are in need of substantial medical assistance. Medicaid is a needs-based program a person must have a medical need for the assistance and must be of limited […]

USA Today’s Week-Long Focus on Caring for the Elderly

No Comments Elder Law

The USA Today just ended a week-long series of articles dealing with the difficulties of dealing with taking care of one’s parents.  As science is able to keep us alive much longer than our bodies’ ability to care for itself, a growing number of children are finding themselves in the role of becoming the "parent" […]

Veterains Benefits Available

No Comments Elder Law

Understanding VA Pension and VA Pension with Aid and Attendance "Aid and attendance" is a commonly used term for a little-known veterans’ disability income. The official title of this benefit is "Pension." The reason for using "aid and attendance" to refer to Pension is that many veterans or their single surviving spouses can become eligible […]

Third Party Special Needs Trusts

No Comments News & Updates

Medicaid law governing trusts is designed to prevent disabled individuals qualifying for benefits while still retaining full control over their assets. A third-party, however, is still free to plan with his own assets and either give them outright to a disabled individual or tie them up and restrict them in trust as he sees fit. […]

What are Trusts, and How are they Used?

No Comments Estate Planning

There are many types of trusts, and many reasons that people execute them.  In its most basic form, a trust is simply an agreement between two people to hold something of value for a period of time under a specific set of instructions.  "Will you hold my wallet while I swim in the ocean so […]

Alabamba Thwarts Common Medicaid Planning Strategies

No Comments News & Updates

It is Alabama’s policy to value life estates at zero and to presume that annuities are saleable in determining the transfer penalty, even under the Deficit Reduction Act of 2005 (DRA), according to a recent letter by an Alabama Medicaid official.

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