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.
The Fall of 2017 brought uncertainty to the Medicare Savings Programs (MSP) in Connecticut when they were unexpectedly slashed by the state budget. After several months of negotiations, a bipartisan effort was able to revive the program that affects so many seniors. The Medicare Savings Programs in Connecticut are benefits whereby the State pays for…
Will You Owe Taxes On Your Spouse’s Estate? Currently, the estate tax exemption in Connecticut is $3.6 million per person. So although an Estate Tax Return must be filed for every decedent, tax is due from very few estates. And even if the decedent’s assets exceeded $3,600,000, there is an unlimited marital deduction, so if…
Joan WilsonJoan 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…
FALSE FACT Vol. 1, Issue 1: If you don’t protect your money, the State will take it. This is probably the most common “inaccurate” statement that I hear in my elder law practice. We do help clients protect their assets, but not because the State will take them if you don’t protect them. Welcome to…
Joan WilsonJoan 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…
Who ever heard of a lawyer without a will? It is about that time of year that most of our New Year Resolutions have gone by the wayside. I am not big on resolutions but admit to having a few. Some were business-oriented, including a promise to myself to update our law firm blog more…
Joan WilsonJoan 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…
The Veteran’s Aid and Attendance (A&A) Pension provides Veterans benefits for qualified veterans and their surviving spouses who require the regular attendance of another person to assist in eating, bathing, dressing, and undressing or taking care of the needs of personal hygiene (known as Activities of Daily Living). This could include home care or care…
So your agreement is signed and approved by a judge who declared you single – you leave the courthouse thankful that you will never step foot in it again. Unfortunately, many divorced couples find themselves back in family court for a variety of reasons. A large part of my practice consists of post-judgment contempt matters…
When I was about to marry my first husband, we were given a Myers-Briggs personality test about left/right brain thinking by the priest who was to marry us to predict our compatibility. I do not recall what the results were, but I seem to remember a look of disappointment? (or maybe fear?) on the face…
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.