It is a question I am being asked with increasing frequency when people call our office about needing Medicaid now or planning for the possibility of needing it in the future. “Will there even be Medicaid coverage if and when I need it?” Specifically, I am talking about the Medicaid programs that cover long term care.
My…
In this fifth blog post of five, I finish up with Mary’s call to our office about qualifying her mom for Medicaid. Mary thought her mom had very few assets left which could then be transferred to a special needs trust (SNT). Unfortunately, as I have explained in my past 4 posts, Mary was misinformed on a number…
March 6, 2025
Protecting Same-Sex Marriage Assets in Michigan If Obergefell is Ever Overturned
When the Supreme Court made its landmark decision in Obergefell v. Hodges in 2015, same-sex couples across the country gained the right to marry. But with recent shifts in the legal landscape, such as the overturning of Roe v. Wade, some…
In this week’s blog post I continue with Mary’s call to our office about qualifying her mom for Medicaid. In my post 3 week’s ago I told you that Mary thought her mom would be able to transfer her remaining assets to a special needs trust for Mary’s brother. I explained that for a couple of reasons…
The cost of housing has skyrocketed nationwide, and the problem is particularly acute in Massachusetts. Fortunately, the Affordable Homes Act, signed into law by Governor Healey last August, allows property owners to build an ADU without having to get special or discretionary approval from the local zoning board. The new law will provide additional options…
In this week’s blog post I continue with the story about Mary’s call to our office concerning Medicaid eligibility for her mom. Mary was seeking confirmation that Mom was ready to apply and that the home she purchased for her son 15 years ago could be transferred to the special needs trust (SNT) she established 10…
In my blog post last week, I told you about a call we received from Mary concerning Medicaid. As is often the case, Mary initially disclosed what she thought were relevant questions about her mom’s potential eligibility. She was seeking confirmation that the answers she had arrived at were correct and that getting Medicaid would be relatively…
In this week’s post I return to Medicaid and a call we received a few weeks ago. Mary called concerning her mother who is in a nursing facility. Her long term care policy will be exhausted in a couple of months and Mary said she has no other assets. Her reason for calling was to explore getting Mom…
February 6, 2025
Legal-Ease: What Happens to Assets If I Do No Estate Planning at All?
Dear Jonathan: Based on my research, I feel like I’m pretty well versed in what I am supposed to do when it comes to creating an estate plan for myself. Everything I have read says that I should have…
In this third post of three I continue with the story of a call we received about an unmarried couple who owned real estate together. The woman passed away first and a year later the man died. As I explained last week, the administrator of the man’s estate found a buyer for the home fairly quickly, however,…
