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When a person inherits an Individual Retirement Account (“IRA”), there is often an initial panic. “I know IRAs have special tax rules – what can I do with this money?” is a common refrain. The […]

If you already have a thriving estate planning law practice, elder law can serve as a rewarding revenue stream that does not require a seismic shift in thinking or how your firm operates. While estate […]

An insurance guaranty association is essentially an insurance company for the insurance company. If the insurance company becomes unable to pay their policyholders or claimants, this guaranty association would step in to make sure these […]

In the case of a couple, where a prior gift does not afford immediate Medicaid eligibility, is there a perfect plan for spending down?  Yes, there is!   Assume the following:  Robert and Nancy reside […]

This blog tackles the issue of partial cures. More specifically, this blog addresses confusion about how a partial cure plan operates, when a partial cure plan may be used, and situations that do not constitute […]

  This is the second in a two-part blog post which answers popular questions many people ask when they start planning for Medicaid benefits.   What appeal rights are available? If your client has been […]

One of the requirements an annuity must meet in order to be considered Medicaid compliant is that it is actuarially sound. The term “actuarially sound” means that the owner of the annuity will receive their […]

  This is “part one” of two-part series of popular questions many people have when they begin planning for Medicaid benefits.   What is the difference between Medicare and Medicaid in providing for nursing home […]