News-Attorney for the elderly, estates, trusts, wills in Orange Park, Jacksonville, Fleming Island

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Proving That a Transfer Was Not Made in Order to Qualify for Medicaid
5 days ago
Medicaid law imposes a penalty period if you transferred assets within five years of applying, but what if the transfers had nothing to do with Medicaid? It is difficult to do, but if you can prove you made the transfers for a purpose other than to qualify for Medicaid, you can avoid a penalty. ... [read more]

The Important Process of Trust Administration
5 days ago
We are 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. Numerous detailed and precise steps are legally required by Flo... [read more]

Hickman Recognized By Supreme Court Of Florida
5 days ago
Associate Attorney Alison E. Hickman was recognized by the Supreme Court of Florida for her pro bono work in the Fourth Judicial Circuit. In addition to this letter of Recognition, she received a writing pen and lapel pin from the Florida Bar Young Lawyers Division and Florida Pro Bono Coordinat... [read more]

Be on the Lookout for New Medicare Cards (and New Card-Related Scams)
6 days ago
The federal government is issuing new Medicare cards to all Medicare beneficiaries. To prevent fraud and fight identity theft, the new cards will no longer have beneficiaries' Social Security numbers on them. The Centers for Medicare and Medicaid Services (CMS) is replacing each beneficiary's... [read more]

The Importance Of A Living Will
2 weeks ago
We're often asked by clients if they can make sure that they are not kept alive by artificial means if they are in a terminal situation due to an accident or illness. Our answer is that a Living Will is an important part of their Estate Plan because it clearly states what their wishes are regarding ... [read more]

Report Finds Lack of Government Oversight of Assisted Living Facilities
2 weeks ago
The government is spending billions to fund assisted living services through Medicaid, but government oversight and regulation of assisted living facilities is lacking, according to a new government report. Medicaid funds long-term care services for low-income individuals. It is primarily use... [read more]

Long-Term Care Insurer Cannot Be Sued for Elder Financial Abuse
3 weeks ago
Long-term care insurance policyholders suing Bankers Life and Casualty Company were dealt a blow by the Oregon Supreme Court when it ruled that the state's elder financial abuse statute does not apply to their case. Residents of Oregon who bought long-term care insurance policies from Bankers... [read more]

Avoiding Tax Consequences Through Estate Planning
3 weeks ago
We're often asked by clients how they can avoid or limit tax consequences for their family and loved ones through Estate Planning. Our answer is that part of our comprehensive and customized approach to working with our clients is to find opportunities to minimize tax liabilities that can include li... [read more]

A Guidebook to Planning for Old Age
3 weeks ago
Joy Loverde. Who Will Take Care of Me When I’m Old? Plan Now to Safeguard Your Health and Happiness in Old Age. New York, NY: Da Capo Press, 2017. 313 pages. Click here to order book via IndieBound.org. Millions of Americans are facing old age essentially alone. One in three baby boomers is sing... [read more]

Estate Planning and Retirement Considerations for Late-in-Life Parents
4 weeks ago
Older parents are becoming more common, driven in part by changing cultural mores and advances in infertility treatment. Comedian and author Steve Martin had his first child at age 67. Singer Billy Joel just welcomed his third daughter. Janet Jackson had a child at age 50. But later-in-life parents ... [read more]

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