Blog Archives

We’re In Our 70s, Should We Get Married?

On balance, the answer is “no.” Once married, both spouse’s assets must be counted for purposes of Medicaid eligibility. It is better to live in sin. However, as love does not have an age limit, many couples decide to marry

Posted in 2016 Newsletter, Medicaid, Newsletter, Trusts

Create an Asset Protection Trust Before It’s Too Late!

The VA and Medicaid landscape is ever changing, and always in favor of government. We wrote you last fall to advise you of the pending 36-month look-back for VA Aid and Attendance. The new rules would impose a 36-month look

Posted in 2015 Newsletter, Aid and Attendance, Medicaid, Newsletter, Trusts

Medicaid and SBO Trusts

The Department of Human Services has begun denying eligibility in Medicaid long term care cases in which there is a married person, and in which assets were placed in a so-called “solely for the benefit” trust (SBO trust). The SBO

Posted in 2014 Newsletter, Medicaid, Trusts

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“Fear is the path to the dark side. Fear leads to anger; anger leads to hate; hate leads to suffering.”

Yoda, Star Wars, Episode One:
The Phantom Menace, 1999