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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

Asset Protection Planning

Home » Asset Protection Planning » Page 10
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By Bach and Jacobs PA
In Asset Protection Planning, Government Benefits, Medicaid Planning
Posted September 9, 2016

Does Medicaid Consider the Assets of My Unmarried Partner?

For unmarried individuals applying for Medicaid who have not commingled their funds, the state will not count the assets and income of the individuals’ partners. The state will treat each partner [...]

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By Bach and Jacobs PA
In Asset Protection Planning, Government Benefits, Tax Law
Posted August 23, 2016

How can I pay someone’s medical expenses and still qualify for the medical expense gift tax exclusion?

To qualify for the medical expense gift tax exclusion, one has to give the payment directly to the medical provider. For example, one can make the payment out directly to the provider or they can [...]

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By Bach and Jacobs PA
In Asset Protection Planning, Government Benefits, Tax Law
Posted August 19, 2016

What expenses does the medical gift tax exclusion cover?

The Internal Revenue Code states that the medical expense gift tax exclusion applies to the transfer payments for “the diagnosis, cure, mitigation, treatment or prevention of disease, or for the [...]

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By Bach and Jacobs PA
In Asset Protection Planning, Elder Law, Government Benefits, Medicaid Planning
Posted August 9, 2016

Florida launches ABLE United Program

Being one of the first ABLE (Achieving a Better Life Experience) savings plans in the country, Florida’s ABLE program now allows individuals with disabilities to maintain their eligibility for [...]

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By Bach and Jacobs PA
In Asset Protection Planning, Elder Law, Estate Planning, Firm News
Posted June 21, 2016

Babette Bach Esq. to speak at Compassion & Choices “End of Life” Seminar On June 22nd, 2016

Babette will be a speaker at the Sarasota Chapter of Compassion & Choices “Good-to-Go” Seminar tomorrow: Date: Wednesday, June 22, 2016 Time: 5:30 pm Location: Herald Tribune [...]

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By Bach and Jacobs PA
In Asset Protection Planning, Estate Planning, Probate
Posted May 6, 2016

Creditor Period in Florida

During a probate administration, a Notice to Creditors must be published and creditors must be given 90 days to submit claims against an estate.  If there are known creditors for an estate, they [...]

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By Bach and Jacobs PA
In Asset Protection Planning, Elder Law
Posted May 3, 2016

What to do if Elder Exploitation is Suspected

If you believe that you or an elderly person are being exploited financially, take immediate action to protect the alleged victim of the exploitation.  Acting quickly can increase the chance that [...]

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By Bach and Jacobs PA
In Asset Protection Planning, Estate Planning, Probate
Posted April 8, 2016

How should I hold or invest estate or trust assets?

            If you are the personal representative or trustee of an estate, you have certain fiduciary obligations regarding the investment and use of the probate or trust assets.  You should be [...]

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By Bach and Jacobs PA
In Asset Protection Planning, Estate Planning, Probate
Posted April 1, 2016

Does a testamentary trust avoid probate?

No, a testamentary trust is usually created by a person’s will and has assets transferred to it during the probate process.  These assets are then distributed by the trustee according to the [...]

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By Bach and Jacobs PA
In Asset Protection Planning, Elder Law, Estate Planning, Government Benefits, Probate
Posted March 30, 2016

Rights of Immediate Family Members of a Decedent

Florida law does not allow for a total disinheritance of a surviving spouse or surviving minor children.  These family members have the right to claim an “elective share” of assets which usually [...]

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