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Estate Planning

Charles Kennedy

I Am a Fiduciary. What Do I Do?

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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Charles Kennedy

Explanation of What a Qualifying Income Trust Is and How It Is Used

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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Charles Kennedy

ELDER LAW: Who is the client?

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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Charles Kennedy

When is a Guardianship Necessary?

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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