Blog Archives

Irrevocable Trusts and Medicaid (Part 3)

       I promised in last week’s blog post that I would explain another solution to Mary’s Medicaid dilemma.  Her uncle left assets in a trust for Mary but the terms provide that the funds can be used for Mary’s health support and maintenance.  I explained to Mary and her sister, Betty, who is […]

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ABLE vs. SNT (Part 2)

       Last week I was telling you about a call I received about the benefits of an Achieving a Better Life Experience (ABLE) account vs. a special needs trust (SNT).  Joan called about her sister Mary, who is receiving an inheritance from their uncle’s estate.  Mary is in a group home and receives […]

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ABLE vs. SNT (Part 1)

       I received a call from Joan.  She told me that her sister Mary is named as an heir to part of their uncle’s estate.  Mary is disabled and living in a group home.  Joan was concerned that the inheritance Mary would receive of approximately $200,000 would jeopardize her government benefits and continued […]

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Getting a Money Settlement While on Government Benefits (Part 3)

                The past 2 weeks I outlined for you the problem of what to do with a money settlement that is received by someone currently on Medicaid.  A special needs trust is the solution most often recited.  But what choices does Joe have?  He is the 70 years old client currently in a nursing home […]

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Getting a Money Settlement While on Government Benefits (Part 2)

                Last week I outlined for you a common call I receive from attorneys who have successfully obtained money recoveries for clients who are currently receiving or may in the future need government benefits.  Special needs trusts have become more widely known in recent years and recognized as “the solution”.  However, as I wrote last […]

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Getting a Money Settlement While on Government Benefits – Part 1

                We get quite a few calls from attorneys who have settled cases or obtained judgments in favor of their clients to compensate them for pain and suffering resulting from slip and falls, car accidents, medical malpractice etc.  The amount recovered might be small – say $10,000.  In other cases it could be substantial – […]

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A Simple Estate Matter? Not so Fast (Part 2)

             Last week I was telling you about Mark’s call regarding the administration of his sister, Melanie’s estate.   He had gone to the Surrogate to get appointed as administrator of the estate but had listed only 4 of 5 siblings as heirs, thinking his brother, Frank should not be listed because he “can’t” receive a […]

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Nursing Home Resident with Personal Injury Claim (Part 2) #Medicaid

            Last week I was telling you about Mary who received a personal injury settlement while on Medicaid.  Because she is over age 65 she can’t protect the money by placing it in a special needs trust #SpecialNeedsTrust for her own benefit.  What other option does she have?             What we examine first is whether any […]

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Nursing Home Resident with Personal Injury Claim #Medicaid

            A personal injury attorney called me recently for assistance.  Melissa had settled a claim for damages resulting from the negligence of a nursing facility in which her client, Mary had been living.  Mary’s net settlement after paying her legal fees and the costs of the lawsuit is approximately $100,000.             Melissa told me it […]

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