Monthly Archives: September 2011
What is a special needs trust?
People with disabilities often have particular needs for services and supports, beyond the basic necessities of life. One way for family and friends to support people with disabilities is to set up a trust to help provide funding for those … Continue reading
Posted in Special Needs Trusts
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Qualifying for Medicaid the right way by buying exempt resources
There’s a right way and a wrong way to do everything, as your mother always told you. The same holds true in qualifying for Medicaid. Today I’ll pass on a true story about a client of mine who (with our … Continue reading
Posted in Medicaid Planning
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IRA & 401(k) book recommendation
Let me tell you about my favorite book on individual retirement accounts (IRAs) and 401(k) plans: The Retirement Savings Time Bomb…and How to Defuse It by Ed Slott. Here are the reasons I like it so much and refer to … Continue reading
Posted in Elder Law - General, Estate Planning
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Recent Posts
- When NOT to file a Medicaid application
- How to calculate a Medicaid ineligibility period
- What is the Medicaid look-back period?
- Medicaid benefits increase January 1
- Are kids liable for Mom & Dad’s nursing home bill?
Archives
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Categories
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- Elder Law – General
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- Estate Planning
- Medicaid Planning
- Special Needs Trusts
- Sykes Elder Law
- Trusts
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- Veterans Benefits



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