Asset Protection Planning Benefits For Medicaid
FALSE FACT FRIDAY IS BACK! “If I Give My Assets Away, I Have to Live for At Least Five Years” Part of my estate planning practice includes asset protection planning.…
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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 Vice 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.
Statutory Power of Attorney Issues With Self Dealing
Today’s video talks about the language of a statutory power of attorney document and the limitations it has when it comes “self dealing”. Essentially, your Power of attorney may not…
Medicare Savings Program Decoded – 2021 Limits
WILSON’S UNABRIDGED DICTIONARY: THE ALPHABET SOUP OF THE MEDICARE SAVINGS PROGRAM Estate Planning Attorneys are known for loving acronyms. We like to shorten the names of the tools we use…
Why You Don’t Need The Original Deed To Your House In Connecticut
Myths & Misconceptions Monday (Real Estate / Home Edition) Vlog #4: “I Need To Make Sure I Have And Keep The Original Deed To My House” Thinking that you need…
Gift Tax Exemption and Medicaid Vlog
Myths and Misconceptions Vlog #3: I Can Gift $15,000 Per Year Without Penalty While many people are familiar with the gift tax exemption, it is often mixed up with the…
Power of Attorney Vs. Conservator – A True Story!
Continuing our series about conservatorship guidelines in Connecticut, it’s important to touch base on whether you have any control over who the court appoints as your conservator and will it…