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medicaid planning Press Releases

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By Futterman, Lanza, and Block LLP
SMITHTOWN, NY — The law firm of Futterman, Lanza & Block, LLP is offering a free two-hour seminar, “Medicaid Planning & Asset Protection,” which will take place February 25 at the law office, located at 222 East Main Street, Suite 314, in...

By Sheppard, Brett, Stewart, Hersch, Kinsey & Hill PA
Attorneys Craig R. Hersch and Michael B. Hill of Sheppard, Brett, Stewart, Hersch, Kinsey & Hill, P.A. will present a free, informative workshop on “Long-term Care Planning” on Wednesday, July 31, 2013 at 2:00 p.m.

By Krause Financial Services
Social Security and Supplemental Security Income The Social Security Administration recently announced that the monthly Social Security and Supplemental Security Income benefits will increase by...

By Dale M. Krause
Many elder law practitioners that utilize Medicaid Compliant Annuities in their planning are familiar with J.G. Wentworth proclaiming their ability to purchase any annuity - regardless of the provisions.

By Dale M. Krause
Today, an irrevocable trust is an excellent planning tool for those clients wanting to qualify for Medicaid benefits in the future.

By Dale M. Krause
Medicaid planning with IRAs typically involves a considerable amount of caution due to the heavy tax consequences and penalties that can result from careless errors.

By Dale M. Krause
According to recent statistics, the majority of long-term care provided in the family home is provided by the children of the homeowner.

By Farr Law Firm
Farr Law Firm attorney joins organization dedicated to enhance the lives of the elderly.

All Press Releases

By Futterman, Lanza, and Block LLP
SMITHTOWN, NY — The law firm of Futterman, Lanza & Block, LLP is offering a free two-hour seminar, “Medicaid Planning & Asset Protection,” which will take place February 25 at the law office, located at 222 East Main Street, Suite 314, in...

By Krause Financial Services
I frequently see Medicaid and Veterans Benefits planning cases come through my office that include previously purchased annuities.

By Krause Financial Services
With 2013 coming to a close, now is a perfect time to reflect on all that’s happened throughout the past year.

By Krause Financial Services
A personal services contract (“PSK”) can be an excellent tool to outline the services a caregiver is expected to provide, and compensate the individual accordingly.

By Krause Financial Services
Mr. Schow entered a California nursing home in July of 2002 and received Medi-Cal benefits from that point on, until his untimely death in November of 2003.  To establish his Medi-Cal eligiblity Mr.

By Krause Financial Services
In June of 2012 my office was contacted by an elder law attorney whose client resided in an assisted living facility.

By Krause Financial Services
Krause Financial Services recently unveiled a new and improved website. Visit us today to learn how you can use this website as a resource in your practice.

By Krause Financial Services
What can you do when a nursing home resident who has already qualified for Medicaid benefits receives an inheritance?  The receipt of funds will disrupt program eligibility, under the assumption they will cause the individual to exceed his or her...

By Krause Financial Services
Over the past 25 years Krause Financial Services has become a leading source of insurance products used in elder care planning.  Primarily, Medicaid Compliant Annuities.

By Krause Financial Services
"How does the community spouse's monthly income affect planning the payout period of the Medicaid Compliant Annuity?"  This was a question recently submitted through this website.  It's an excellent question and one that is asked quite often in spousal...

By Krause Financial Services
My office receives no shortage in calls from attorneys and agents whose clients received an inheritance or had a home sale in the midst of a Gifting/Medicaid Compliant Annuity plan (also referred to as a Half-a-Loaf plan).

By Krause Financial Services
In a Wisconsin decision dated January 18, 2013, a married couple purchased prepaid funeral policies for themselves, their children, and their children's spouses. Policies were purchased for 13 family members...

By Krause Financial Services
In the matter of Landy v. Velez (U.S. Dist. Ct., D.N.J., No. 2:11-5862 (KM), July 17, 2013), a federal district court considered three promissory notes purchased by two Medicaid applicants to be available, countable resources....

By Krause Financial Services
Today, many people worry about long-term care yet do nothing about it. And, when one spouse enters a nursing home, we all know that the community spouse can protect all of the couples' assets and allow the institutionalized spouse to qualify...

By Sheppard, Brett, Stewart, Hersch, Kinsey & Hill PA
Attorneys Craig R. Hersch and Michael B. Hill of Sheppard, Brett, Stewart, Hersch, Kinsey & Hill, P.A. will present a free, informative workshop on “Long-term Care Planning” on Wednesday, July 31, 2013 at 2:00 p.m.

By Krause Financial Services
Assisted living facilities are an important component of the long-term care system. I'm continually surprised by the amount of elder law attorneys that are unaware of the opportunities involved in expanding their services to residents of assisted...

By Krause Financial Services
In the matter of Carlini v. Velez (U.S. Dist. Ct., D.N.J., No. 12-7290 (JEI/KMW), June 4, 2013), the Burlington County Welfare Agency ("CWA") of New Jersey took issue with a standard set of language found in a Medicaid Compliant Annuity policy.

By Krause Financial Services
In that my office generally does not work with the public, but rather with attorneys and insurance agents, I don't hear this as often as I'm sure you do when it comes to plans involving Medicaid Compliant Annuities.

By Harriet H. Roland, MBA, JD
Engage in Medicaid planning to protect the legal maximum of asset available under federal and state Medicaid law

By Krause Financial Services
It's quite common for a family to bring in documentation for a handful of old life insurance policies during your planning meetings.

By Krause Financial Services
As an elder law attorney, you know that it is relatively easy to qualify an institutionalized spouse for Medicaid benefits by converting the excess countable resources into monthly income for the community spouse by way...

By Krause Financial Services
The goal in planning for an institutionalized individual with diminished longevity is to allow the individual to immediately qualify for Medicaid, while reducing the reimbursement claim to the Medicaid program and creating the greatest possible...

By Krause Financial Services
You're not alone. If you're not an insurance agent annuities can be confusing. I'm frequently asked questions regarding the difference of annuities, and how the difference kinds are treated for eligibility purposes.

By Krause Financial Services
I had written a prior post briefly discussing the options available when a client comes into your office with a "bad" annuity. Within that post, I mentioned the three primary options were (1) exchanging the annuity...

By Krause Financial Services
Personal Services Contracts ("PSKs") are widely used in Florida as a Medicaid spend-down tool and allow for immediate Medicaid eligibility. If used alone, the PSK poses three non-Medicaid problems...

By Krause Financial Services
"Then what's the point of using a Medicaid Compliant Annuity?" I hear this quite often, in both working with newer elder law attorneys and families of the elderly. With the state Medicaid agency required to be a beneficiary..

By Krause Financial Services
Social Security and Supplemental Security Income The Social Security Administration recently announced that the monthly Social Security and Supplemental Security Income benefits will increase by...

By Krause Financial Services
Most of you are aware of the new VA Annuity available. For those that aren't, it's essentially a traditional immediate annuity - revocable and assignable, but still offering zero cash value.

By Krause Financial Services
John Lopes was married, residing in a nursing home, and in need of assistance. Amelia Lopes, John's spouse residing in the community, purchased a Medicaid Compliant Annuity, and shortly thereafter made a Medicaid application on behalf of her...

By Krause Financial Services
Once upon a time in a land far, far away, Dale Krause worked with insurance companies to create the product he needed.

By Krause Financial Services
With annuities being one of the most popular investment vehicles available, it shouldn't be a surprise when a client drops off a mountain of financial documentation and you happen to find an annuity policy or two.

By Krause Financial Services
The California Department of Health Care Services ("DHCS") recently released drafts of the proposed Deficit Reduction Act of 2005 ("DRA") asset eligibility regulation package, including the proposed treatment of annuities under the new legislation.

By Krause Financial Services
In some states an IRA is an exempt resource for the community spouse, or even both the community spouse and his or her institutionalized counterpart. For the states where the IRA is a countable resource, where does that leave it in your crisis..

By Krause Insurance Services
Annuities are investment vehicles that have been around for ages. Most people have at the very least a basic understanding of what annuities are. However, due to the detailed nature of Medicaid Compliant Annuities it can be...

By Krause Insurance Services
The Pension Protection Act of 2006 ("PPA") brought favorable tax changes for long-term care insurance funding beginning January 1, 2010.

By Krause Financial Services
How to include financial advisors in the planning process is a topic I frequently see discussed on various elder law listservs. The problem at hand is that many elder law attorneys have, or seek to have relationships with advisers..

By Futterman, Lanza and Block, LLP
The law firm of Futterman, Lanza & Block, LLP is offering a free two-hour seminar, “Medicaid Planning & Asset Protection,” which will take place August 22 at the law office, located at 222 East Main Street, Suite 314, in Smithtown.

By Krause Financial Services
On March 26, 2008, Leroy and Glenda Morris requested that a resource assessment be conducted for Medicaid eligibility purposes.

By Krause Financial Services
The primary advantage of purchasing a partnership long-term care insurance policy is that if the insured exhausts all of his or her available coverage.

By Krause Financial Services
One of the largest obstacles in Veterans Benefits planning can be taking future Medicaid benefits into consideration - planning for the unknown.

By Krause Insurance Services
When investing in an annuity providing immediate payments an applicant can usually select one of three different payout options: Life-Only Payout: Payments continue as long as the owner/annuitant lives.

By Dale M. Krause
The use of promissory notes in crisis Medicaid planning is becoming increasingly unpopular throughout the nation. In Arkansas, they are treated as trust-like devices, thus determined to be countable resources.

By Dale M. Krause
For those that are not familiar with the term, a partial cure exists when a giftee returns a portion of a gift to a Medicaid applicant, thereby reducing any previously applied divestment penalty period accordingly.

By Dale M. Krause
In most states retirement accounts and retirement annuities are treated differently for Medicaid purposes. A retirement account will traditionally be considered under the retirement asset rules, and applied to eligibility accordingly.

By Dale M. Krause
The legislation regarding annuities contained within the Deficit Reduction Act of 20051 ("DRA") seems to apply only to the "annuitant who has applied for medical assistance."

By Dale M. Krause
The Facts. Marshall, a Korean War veteran, is 88 years of age and lives in Georgia. After years of struggling with Parkinson's disease and losing his wife in late 2008 Marshall realizes he can no longer live independently.

By Dale M. Krause
When a client takes money out of an IRA before reaching age 59 and a half he or she is liable not only for income taxes on the distribution, but also for a 10% penalty - which is based on the withdrawn amount.

By Dale M. Krause
Generally speaking, after the Deficit Reduction Act of 2005, if a community spouse uses a Medicaid Compliant Annuity, or promissory note, to eliminate the spend-down amount an institutionalized spouse is immediately eligible for Medicaid benefits.

By PRMG
The law firm of Futterman, Lanza & Block, LLP is offering a free two-hour seminar, “Medicaid Planning & Asset Protection," at its Smithtown and Babylon offices.

By Dale M. Krause
An Asset Protection Trust ("APT") is an Intentionally Defective Grantor Trust. An Intentionally Defective Grantor Trust is a trust that treats the assets in the trust differently for income tax purposes than for estate tax and gift tax purposes.



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