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  • Home
  • Our Team
  • Services
    • Estate Planning
    • Trust & Estate Litigation
    • Estate & Trust Administration
    • Probate & Probate Avoidance
    • Contested Guardianships & Probates
    • Asset Protection Planning
    • Tax Law
    • Medicaid & VA Benefits
    • Land Conservation Easements
  • Blog
  • Contact & Directions

Archives

Monthly Archive for: "October, 2016"
Home » Archives for October 2016
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By Bach and Jacobs PA
In Asset Protection Planning, Estate Planning, Medicaid Planning
Posted October 28, 2016

Is the conveyance of a Lady Bird deed an improper gift if made during the Medicaid “look-back” period?

When applying for Medicaid, the government will review transfers the applicant made during a so-called “look-back” period, which includes the assets you’ve given away during the previous years. [...]

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By Bach and Jacobs PA
In Asset Protection Planning, Estate Planning
Posted October 25, 2016

What are the Advantages of a Lady Bird Deed?

By signing a remainder deed with a reserved life estate, a grantor is able to designate a beneficiary to inherit her property while the grantor maintains ownership during her lifetime. A [...]

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By Bach and Jacobs PA
In Asset Protection Planning, Estate Planning, Government Benefits
Posted October 21, 2016

Is a Third-Party Supplemental Needs Trust right for you?

While a first-party supplemental needs trust is designed to allow a disabled beneficiary place their own funds or assets in a trust, a third-party supplemental needs trust is meant for family [...]

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By Bach and Jacobs PA
In Asset Protection Planning, Estate Planning, Government Benefits
Posted October 18, 2016

Is a First-Party Supplemental Needs Trust right for you?

A first-party supplemental needs trust is created to allow disabled persons to receive the benefit of their funds in a trust while still qualifying for and receiving government benefits. An [...]

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By Bach and Jacobs PA
In Elder Law, Long-Term Care
Posted October 14, 2016

How to Vote While Living in a Nursing Home

Voting is an important facet of democracy, but for many seniors, it can become increasingly difficult to get to the polls. For seniors who live in nursing homes, it can be even more challenging. [...]

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By Bach and Jacobs PA
In Estate Planning, Government Benefits, Medicaid Planning
Posted October 11, 2016

What is the Medicaid Estate Recovery Program?

If individuals receive Medicaid benefits during their lifetimes, Medicaid may have a claim against their estates for any amount spent on the recipient. This is called the Medicaid Estate Recovery [...]

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By Bach and Jacobs PA
In Asset Protection Planning, Estate Planning
Posted October 7, 2016

Testamentary Trusts: The Basics

Unlike a living trust, a testamentary trust is provided for in a last will and testament, however its terms are established by an individual during their lifetime. The trust sets up the [...]

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By Bach and Jacobs PA
In Asset Protection Planning, Elder Law, Estate Planning
Posted October 4, 2016

Tips for Hiring an Elder Law Attorney

When choosing an elder law attorney, it is important to properly assess your circumstances and spend time reviewing attorneys in your area. At the end of the day, you want an elder law attorney [...]

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