Joan Reed Wilson Esq. - Managing Partner
Practices in the areas of
estate planning,
elder law, Medicaid planning, conservatorships,
probate and trust administration, and
real estate. Admitted to practice in the States of Connecticut and California, she is the former
President of the CT Chapter of the National Academy of Elder Law Attorneys (NAELA), an active member of the Elder Law Section of the Connecticut Bar Association, accredited with the PLAN of CT for Pooled Trusts, with the Veteran’s Administration to assist clients with obtaining Aid & Attendance benefits for long-term care needs and with the Agency on Aging’s CareLink Network.
The Reed Wilson Case blog, managed by RWC, LLC Attorneys and Counselors at Law, serves as a comprehensive resource for individuals seeking insights into various legal domains. The blog covers a wide array of topics, including estate planning, elder law, probate, Medicaid, and real estate closings, reflecting the firm’s dedication to educating the public on these intricate subjects.
Planning for long-term care is one of the most important and often misunderstood parts of estate and elder law planning. One term that frequently comes up is the “5-year lookback period.” If you or a loved one may need extensive care in your home or in a nursing home in the future, understanding how this…
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Selling a House After Death in Connecticut: What You Need to Know Losing a loved one is difficult enough without the added stress of figuring out what happens to their home. One of the most common questions families ask is: Can you sell a house in Connecticut if one owner has passed away? The answer…
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Gifting Powers and Self-Dealing: The Critical Details That Can Make or Break Your Power of Attorney A Power of Attorney is one of the most important legal documents in any estate plan. It allows you to appoint someone you trust to handle financial matters if you become unable to do so yourself. But not all…
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In the wake of the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019, the landscape for minimizing income taxes has changed, especially for individuals with significant retirement assets who intend to pass wealth to heirs. The SECURE Act reshaped how inherited retirement accounts are taxed, often accelerating income taxes for beneficiaries. As…
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We have heard from clients who have received mysterious lump sum deposits into their accounts from Social Security. Recent developments in the Social Security Administration’s Windfall Elimination Provision (WEP) have led to these lump-sum deposits appearing in the accounts of some retirees. While this unexpected windfall may seem like good news, it could have unintended…
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The beginning of this article is an excerpt from a post written by Attorney Wilson in June 2022 when the Supreme Court decision overturning Roe v. Wade was leaked. In the Dobbs v. Jackson Women’s Health Organization case, which overturned Roe v. Wade, the 1973 U.S. Supreme Court case that legalized abortion, Justice Alito mentioned the June…
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