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Posts tagged ‘Elder Law’

1March 5, 2014When Can Spouses Make Gifts to Each Other in 2014 without Causing a MassHealth or Federal Gift Tax Problem?

1January 28, 2014Protecting Assets and Maximum Income in 2014 When Applying for MassHealth to Help Pay for the Unhealthy Spouse’s Nursing Home Bills

0August 9, 2013An Analysis of the Tax and Medicaid Aspects of Various Types of Transfers of the Home

2February 20, 2013Should You Ever Buy an Immediate Annuity at a Bank?

1February 1, 2013Should You Buy a Deferred Annuity at a Bank?

0January 13, 2013Should Massachusetts Law Be Changed to Require That Commissions on Annuities Be Disclosed in Writing?

0January 9, 2013Is It a Good Idea for an Elderly Person to Purchase a Deferred Annuity?

1January 1, 2013Protecting Assets and Maximum Income for the Community Spouse When Applying for MassHealth in 2013 to Help Pay for the Unhealthy Spouse’s Nursing Home Bills in Massachusetts

2April 16, 2012Should a MassHealth Applicant Accept Help from the Nursing Home’s Lawyer to Appeal a MassHealth Denial?

3March 2, 2012Can the Agent under a Durable Power of Attorney Hire a New Lawyer?

1February 17, 2012Pre-eligibility Medical Expenses Can Be Paid from MassHealth Recipient’s Income

4February 8, 2012Protecting Assets and Maximum Income for the Community Spouse When Applying for MassHealth in 2012 to Help Pay for the Unhealthy Spouse’s Nursing Home Bills in Massachusetts

2June 30, 2011Minimum Monthly Maintenance Needs Allowance for Nursing Home Resident’s Spouse Increased to $1,839 during 7/1/2011-6/30/2012

1March 23, 2011How Does the Massachusetts Medicaid Program Treat a Sale of a Life Estate?

1February 25, 2011Using a Charitable Remainder Annuity Trust to Pay for Long Term Care Insurance

6January 27, 2011Using Reserved Special Powers of Appointment in Medicaid Planning

6January 1, 2011Life Estate Can Be “Retained” for Estate Tax Purposes under Internal Revenue Code Section 2036 without Being Reserved in Deed

4December 28, 2010Executors of 2010 Estates Now Have Choice of Two Different Tax Laws, and Obtaining a Step-up in Basis is Much Easier

4September 25, 2010Doherty Case Should Cause Some Concern about Irrevocable Medicaid Trusts in Massachusetts

5September 8, 2010Are You Personally Responsible for Your Spouse’s Nursing Home Bills in Massachusetts?