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Binding Contracts for Family Caregivers More Important Than Ever

A recent New Jersey case (July 2018) resulted in a decision requiring proper and detailed documentation in order for money paid to family caregivers to qualify as a Medicaid penalty exempt transfer of assets. In E.B. v. Division of Medical Assistance, the daughter of the Medicaid applicant […]

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It Is A Mistake Not To Consider A Corporate Trustee

Here is another common mistake in our “Estate Planning Mistakes To Avoid” series:  Do not assume family members are the best choice to act as Trustee.  You should consider using a corporate Trustee while incorporating powers and provisions that give your children and family members the ability […]

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