Category archives: Trusts
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6 years ago
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We’ve all heard that it’s better to give than to receive, but if you think you might someday want to apply for Medicaid long-term care benefits, you need to be careful because giving away money or property can interfere with your eligibility.
Under federal Medicaid law, if you transfer certain a... [read more]
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6 years ago
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We're often asked by clients how they can make sure that their young children are protected, and provided for, if they are unable to care for them for themselves due to incapacity or death. Our answer is that one of the best ways for parents to protect their children is through the use of a trust as... [read more]
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6 years ago
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Parents want their children to be taken care of after they die. But children with disabilities have increased financial and care needs, so ensuring their long-term welfare can be tricky. Proper planning by parents is necessary to benefit the child with a disability, including an adult child, as well... [read more]
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6 years ago
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One question we're often asked by clients who are adult children of aging parents is how they can best help their parents as they are managing the responsibilities of their own lives.
Our answer is that we work with adult children on a regular basis to help them and their aging parents create Est... [read more]
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6 years ago
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After a Medicaid recipient dies, the state must attempt to recoup from his or her estate whatever benefits it paid for the recipient's care. This is called "estate recovery." For most Medicaid recipients, their house is the only asset available, but there are steps you can take to protect your home.... [read more]
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6 years ago
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We've been talking a lot in our office recently about the tremendous growth in the communities we serve in Orange Park, Jacksonville, Julington Creek, and St. Augustine, and one thing we all agree on is how we enjoy taking the time to get to know the people, places, and history in the local communit... [read more]
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6 years ago
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It is a very good idea to create advance directives in order to plan for the possibility that you may one day be unable to make your own medical decisions. In doing so, there can be confusion about the difference between a living will and a "do-not-resuscitate" order (DNR). While both these document... [read more]
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6 years ago
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We're often asked by clients how they can protect themselves, or their aging loved ones, from potential abuse or exploitation as they continue to age and become more vulnerable.
Our answer is that it is important to work with an Elder Law Attorney to make sure that essential Estate Planning docum... [read more]
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7 years ago
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One question we are often asked by clients is how specific they should be regarding their wishes about medical care, including tests, medications, surgical procedures, and heroic measures during a serious illness or crisis situation, in their Estate Planning documents. Our answer is that you are wis... [read more]
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7 years ago
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We're often asked by clients how complicated it is to administer a trust. Our answer is that administering a trust is a formal, fiduciary process that can be a difficult task for a Trustee, the person who manages the administration of a trust. There are numerous details to follow carefully and speci... [read more]
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7 years ago
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We're often asked what Estate Planning services we offer. Our answer is that, as Elder Law Attorneys, we take a holistic approach as we evaluate each client's unique situation to create comprehensive and customized Estate Plans for them. These Estate Plans include Lifetime Living Documents to protec... [read more]
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7 years ago
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We're often asked by clients if they would benefit from the use of a Revocable Living Trust. Our answer is that a Revocable Living Trust is an excellent way to manage property and other assets during their lifetime and also serves to transfer assets to your loved ones after death (without costly and... [read more]
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