Is There Ever an Easy Medicaid Application? Part 4
In last week’s post I continued to tell you about a Medicaid application which our client characterized as easy but turned out to be not so much. One check deposited into an account we were aware of, then led us to 2 other accounts in another bank that we had
Is There Ever an Easy Medicaid Application? Part 3
Continuing the topic of my last 2 blog posts, I was discussing a snag we hit with a Medicaid application - the discovery of at least one account of which our clients had no recollection. When we identify the bank in these situations, that has always been enough for the bank
Is There Ever an Easy Medicaid Application? Part 2
In my post last week I began to tell you about an “easy” Medicaid application that suddenly became not so easy. A deposit in one of the applicant’s known accounts led to the revelation that there had been at least one other account unbeknownst to the applicant’s daughter. What this means is
Is There Ever an Easy Medicaid Application? Part 1
When I speak with people for the first time about the Medicaid application process - specifically about the 5 year look back and the amount of documentation required - they often tell me that in their case it should be easy. “Mom never had much,” they’ll tell me. But is that necessarily
Yet Another Real Estate Problem – Part 3
In this third post of three, I finish telling you about an executor’s sale of real estate that hit a snag. As I explained last week, the Buyer’s title company concluded that the decedent didn’t own 100% of the property. Instead they said he owned only 50%. The confusion arose from that the
Yet Another Real Estate Problem – Part 2
As I wrote in my post last week, our client is executor of the estate of a decedent who owned 100% of his home - at least that is what the most recent deed shows. When he found a buyer for the home and the title company did a title search,
Yet Another Real Estate Problem (Part 1)
I wrote a few months ago about a real estate sale that hit a snag when it was discovered that one of the record owners had died many years ago (as well as the sole heir to that owners estate and the sole heir to the sole heir’s estate). With our
A Celebrity Estate Plan Lesson (Part 2)
In my post last week I wrote about the trial in the matter of Aretha Franklin’s estate to determine which of two handwritten wills would be admitted as her last will. The case illustrates the reasons why everyone should have a will executed in accordance with state law and preferably typewritten
A Celebrity Estate Plan Lesson (Part 1)
Over the years I have written a number of blog posts about the reasons everyone should have a will and more specifically a formal one. Too many adults don’t and high profile celebrities are no different than the general population. I wrote 10 years ago about the litigation surrounding James Gandolfini’s estate
The Home and Not Much Else (Part 3)
In this week’s post, I continue to discuss a common fact pattern we see in our office. The case involves someone who needs long term care, doesn’t have enough to pay for it but does have a house. As I explained last week, the available government benefit programs don’t always cover the