Estate Planning

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Congratulations! You just got pegged to take care of someone or someone’s stuff. A fiduciary is a person in a position of great trust and responsibility. You are an agent, an executor or trustee. You probably have a family member who thinks...

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I get many calls from people wanting to protect assets with a Qualifying Income Trust (QIT), first called a Miller Trust. This type of Trust is very useful in Medicaid Planning and applications. It does not protect assets, but it does help qualify Medicaid applicants for Long-term Skilled Nursing Care.

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In most legal matters it is obvious to everyone who is the client. In Elder Law sometimes it is not obvious. Often when Mom or Dad ends up in a nursing home, one of the very adult children will schedule a conference with me. The number of issues involved with an emergency placement of a […]

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Elderly Man Looking Through the Window

Guardianship is needed when a person fails to name someone to assist him or her in powers of attorney and other planning documents before becoming legally unable to do so.

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