Revocable living trusts are often a very useful tool when it comes to estate planning, and most of my clients opt to set one up. This is particularly true if minimizing probate involvement upon your death is a major planning
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The Latest on ABLE Accounts
Here are the important aspects of an “ABLE” account, which is an important new tool in the world of special needs planning:
- Available to any disabled individual who was diagnosed with their condition prior to age 26.
- Tax-free growth.
- The
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Nationally Broadcast Webinar on “Gifting the House”, June 29th
Happy to announce that I will be participating in a nationally-broadcast webinar on Thursday, June 29th from 1:00pm ET to 2:30pm ET. I will be joined by two Kentucky elder law attorneys, Kelly Gannot, Esq. and Misty Clark VanTrease.
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Special Needs Fairness Act Moving Along
The U.S. House of Representatives has passed an amended version of the Special Needs Fairness Act. The next stop is the U.S. Senate. The prominent feature of the bill is that it would allow a disabled individual to establish and
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What is the Medicaid “Pick-Up Date”?
A lot of my Medicaid clients get confused over the date that Medicaid coverage kicks in (also known as the Medicaid “pick up date”) once Medicaid eligibility has been determined by the State of Connecticut. The short answer is that
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CT Alzheimer’s Association Workshop
Just passing on yet another helpful workshop being presented by the Connecticut Chapter of the Alzheimer’s Association. If you are in central Connecticut and have some time on the night of November 17th, then this is a good opportunity to
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What is “Elder Law”?
This question is posed to me pretty often at networking events. Unfortunately, as is the case with many queries in the legal profession, the answer is not a simple one. And I’m sure my colleagues in the Elder Law bar
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Keeping it Simple with “Small” Probate Estates in CT
As you take whatever steps that are necessary to avoid probate in Connecticut (which seems to be a mild passion for many of my clients) you should keep in mind that the probate process for “small” probate estates is pretty
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Terminate Conservatorship When T19 is Granted
As many of my clients will readily attest to, finding out that Medicaid has been granted for a loved one is cause for celebration. The harrowing process usually takes months and the amount of information that needs to be generated,
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Make Sure You Have the Right Type of Special Needs Trust
Most of my clients who sit down to discuss estate planning for their special needs child are surprised to hear that there are actually two types of special needs trusts, one of them being much more appealing than the other.
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