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Asset Transfers That Are Exempt From Medicaid Penalties

Posted on: September 11th, 2018 by
September 11th, 2018 / Richard Shapiro / Comments Off on Asset Transfers That Are Exempt From Medicaid Penalties
Under the Medicaid “look back” rules, gifts made by a nursing home resident within the five-year period preceding the date of filing a Medicaid application are scrutinized by the Department of Social Services to determine the impact of those gifts on the applicant’s Medicaid eligibility. Contrary to common perception, however, Read more

Totten Trusts: A Technique for Distributing Your Assets at Death

Posted on: August 24th, 2018 by
August 24th, 2018 / Brian Newman / Comments Off on Totten Trusts: A Technique for Distributing Your Assets at Death
The most common method of distributing assets after death is by a will. A will has precise legal requirements, can sometimes require a lengthy probate proceeding, and should be drafted by a legal professional to ensure it adequately protects your interests regarding your assets (a house, a car, jewelry, furniture, Read more

Spousal Refusal: A Powerful “Crisis Planning” Medicaid Technique

Posted on: August 24th, 2018 by
August 24th, 2018 / Richard Shapiro / Comments Off on Spousal Refusal: A Powerful “Crisis Planning” Medicaid Technique
For many married couples of advancing age, their greatest fear is that they may be forced to deplete virtually all of their assets if one or both requires long-term care. Given that the private pay rate for nursing home costs in the Hudson Valley averages over $12,000 per month, and Read more

Get Involved With Your Local Government

Posted on: August 24th, 2018 by
August 24th, 2018 / William Frank / Comments Off on Get Involved With Your Local Government
Your effort within local government can have a real impact on your community. Many issues that directly affect our lives are decided on the local government level. That is where you can contribute to your community and directly affect the lives of your friends and neighbors. Local governments in our Read more

Thinking of Sitting for the CELA Exam? What You May Want to Know Before Taking the Plunge

Posted on: January 29th, 2018 by
January 29th, 2018 / Richard Shapiro / Comments Off on Thinking of Sitting for the CELA Exam? What You May Want to Know Before Taking the Plunge
  Read the article in the NYS Bar Association’s Elder and Special Needs Journal here. About three years ago I first considered taking the CELA exam administered by the National Elder Law Foundation (NELF). By then I had been practicing law for 25 years, with a primary concentration in elder Read more

Why You Need a Certified Elder Law Attorney

Posted on: November 17th, 2017 by
November 17th, 2017 / Richard Shapiro / Comments Off on Why You Need a Certified Elder Law Attorney
When you look for an attorney to help you with a special needs or elder law issue, you should look first at Certified Elder Law Attorneys (CELA®) near you. Why? Because they have demonstrated that they understand your legal problems, and they can help you. The Certified Elder Law Attorney Read more

BETTER BUSINESS: The Triple Bottom Line

Posted on: October 24th, 2017 by
October 24th, 2017 / Austin DuBois / Comments Off on BETTER BUSINESS: The Triple Bottom Line
“No man is an island,” wrote poet John Donne, and certainly the same is true of any small business. The beauty of working with people who own and operate a small and/or family-owned business is that those people usually understand how important their surrounding community is to their own prosperity. Read more

Establishing a Joint Bank Account with a Child May Ruin Your Estate Plan—and Your Family

Posted on: October 20th, 2017 by
October 20th, 2017 / Richard Shapiro / Comments Off on Establishing a Joint Bank Account with a Child May Ruin Your Estate Plan—and Your Family
The recent New York case of In Re Asch provides a cautionary tale of an all-too common problem that often destroys a family. Mrs. Asch had signed a will that, as with most parents, left her probate assets equally between her children, in this case her two daughters. The key Read more

THE IMPORTANCE OF TITLE: The Pitfalls of Joint Ownership

Posted on: October 16th, 2017 by
October 16th, 2017 / Megan Conroy / Comments Off on THE IMPORTANCE OF TITLE: The Pitfalls of Joint Ownership
When people think about estate planning, the last will they executed 20 years ago undoubtedly comes to mind. Most never consider that the way their accounts are owned will have specific, possibly undesirable after-death consequences. In fact, coordinating how you own your assets with your estate planning goals is vital Read more

Medicaid Asset Protection Trust

Posted on: October 16th, 2017 by
October 16th, 2017 / Richard Shapiro / Comments Off on Medicaid Asset Protection Trust
Given the escalating costs of long-term care (Orange County nursing homes currently cost an average of almost $12,000.00 per month), not surprisingly, people are searching for ways to shelter their hard-earned assets from the potentially devastating financial effects of a lengthy stay in a nursing home. If long-term care insurance Read more
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