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.
Recently I had the honor of serving as the co-chair of the Legislative Task Force to Study Ways to Protect Senior Citizens from Fraud. The Task Force was created pursuant to a bill enacted by the Connecticut legislature in 2021 and was comprised of ten individuals appointed by various legislative leaders. Besides myself, the members…
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Most couples have what I call “I Love You” Wills, which state that all of their assets pass to the surviving spouse. Moreover, many couples own all of their assets jointly, so the assets pass to the surviving joint owner even without a Will. This is usually the outcome that couples want, but there are…
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Part of my estate planning practice includes asset protection planning, especially for Medicaid. Many of my clients are interested in protecting their assets for their children. They know, either through personal experience or their own research, that the cost of long-term care could deplete their estates. The average cost of a nursing home in Connecticut…
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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 have the ability to transfer assets to themselves. This becomes a problem when you have a couple who are each other’s POAs. I hope this…
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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 and sometimes throw the terms around, forgetting that not everyone speaks Alphabet Soup. POA, HCD, SNT, QTIP, QPRT, ILIT are just some of the terms…
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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 the original deed to your property, is quite a common misconception. And to be quite honest, makes sense right? I mean, you need the originals…
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