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
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.
A Guide for Realtors and Sellers Last year we wrote an article about changes to the Smoke and Carbon Monoxide affidavit that State law requires sellers of residential real property to provide to their buyers at closing. For Connecticut residential real estate closings occurring after October 1, 2023, there is yet another significant change to…
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P – R – I – V – A – C – Y The legal case for the Estate of Aretha Franklin ended yesterday with a finding that her hand-written 2014 Will that was found under a couch cushion is her valid Will. According to her long-time attorney, Aretha Franklin was too private to rely…
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Who’s Making The Decisions Around Here??? Let’s start at the very beginning. When a baby is born, the child’s parents make decisions for her. And as she ages into a toddler, child, and teenager, the parents have full legal authority. When the child turns 18, the parents DO NOT have the authority to make decisions.…
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What’s As-Is Got To Do With It? In this seller’s real estate market, you may be seeing more real estate listings that include the phrase “as-is”. Typically, when a property is listed “as-is,” it implies that the seller does not want to invest time or money into addressing any problems with the property. What is…
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It has been nearly five years since the VA rules for Aid & Attendance benefits changed drastically. Among other things, the new rule imposed a 3-year look back for transfers of assets, including gifts to persons, trusts or purchases of annuities, deny claims for up to 10 years due to transfer and exempt the value…
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Happy May! The month of Elder Law awareness. To begin the month, we wanted to discuss legal capacity and dementia. We sometimes hear from clients or their loved ones that they believe that a diagnosis of dementia means that the person cannot execute estate planning documents. This is not necessarily true. What Is Legal Capacity…
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