Are there ways to effectively and legally use promissory notes in Medicaid Planning? Promissory notes can be a valuable tool in Medicaid planning. The likelihood that a promissory note will stand up as a planning tool, is illustrated by a recent federal district court case. In order […]
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Will a Child Have To Pay For Mom’s or Dad’s Long Term Care Costs? Ever since the 2012 PA case, Health Care & Retirement Corporation of America v. Pittas (Pa. Super. Ct., No. 536 EDA 2011, May 7, 2012), was decided and a son was found to […]
Read more →Can A Guardian File for Divorce on Resident’s Behalf? As the frequency of our elderly clients needing long term care increases, we review more and varied nursing home asset protection planning opportunities. One rather unconventional method for protecting a greater portion of the marital assets just might […]
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