Our Articles (3/5)
Estate Planning for Young Adults
Young people need estate plans too! Many believe that because they have not acquired assets, property or retirement benefits, that it is not necessary.
Gifting and Medicaid
Gifting impacts eligibility for long term care services. Medicaid covers long term care costs for those who meet certain financial and medical requirements.
A Trustee's Responsibilities under a Special Needs Trust
The terms of a Special Needs Trust set forth the trustee's responsibilities to the beneficiary. Being appointed and serving as a trustee is very serious.
Medicaid Exemptions for Transfers of Assets
Medicaid allows asset transfers in some circumstances. If a transfer meets one of these exceptions, it would not affect the eligibility of the applicant.
Representative Payee for Social Security Benefits
Social Security's Representative Payment Program provides benefit payment management for beneficiaries incapable of managing their SS and SSI payments.
Building an Undue Influence Case
Many people walk in the attorney's door seeking to contest a will easily. Nevertheless, undue influence cases must be developed and supported by facts.
Contested Guardianships and Mediation
Guardianships typically involve who will control the personal care and finances of a person who is unable to manage their own affairs. Mediation is key.
Achieving a Better Life Experience Act
In 2014, President Obama signed into law The Stephen Beck, Jr., Achieving a Better Life Experience Act (ABLE Act). In January 2016, NJ enacted its version.
Abuse of the Elderly
Unfortunately, we all hear stories about the elderly becoming targets of financial, physical or emotional abuse or neglect. This a growing problem.
Changes to Veterans Benefits
On June 2018, the VA Mission Act was signed into law. Its purpose is to expand long-term care and post-acute care (LT/PAC) options for veterans.