Over the years, numerous clients have asked me, “Do I need a living trust?” A living trust is often used as a Will-substitute, meaning that the...
Eldercare Lawyer Blog
Can I Draft My Own Will
I have given hundreds of seminars on topics of elder law, covering topics such as estate planning, Medicaid planning, estate administration. When...
Avoiding the Need for a Guardianship
When an adult can no longer manage their own personal or financial affairs, families often assume court involvement is unavoidable. In reality, many...
Executor’s Duty to Account
One of the biggest responsibilities that any executor or trustee has is to account to the beneficiaries of the estate or the trust. Executors and...
Drafting a Trust
A trust can be an excellent vehicle for passing your assets onto future generations. There are various reasons that a person might wish to create a...
What Is an Executor as Compared to a Trustee?
What is the difference between an executor and a trustee? I get that question a lot. Most often when a client has a reason to have a trust in his...
Being a Professional
Many people in business say, “I’m a professional.” It would seem as if everyone is a professional. Yet, the public is truly disserved when people...
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Recent Posts
Joint Bank Accounts and Medicaid: What You Need to Know
WHOSE MONEY IS IT ANYWAY? "My mother has a CD worth about $50,000 and a checking account with $22,000 in it. But the checking account is in my name, too, so that's half mine, right?" The man says on the other side of my desk. I plop my body back into my office chair...
Jersey Assistance for Community Care Giving
YOU DON'T KNOW "JACK" People are living longer. That's a good thing. There is a higher level and far better quality of care being provided to our elderly and senior populations. That's a good thing. But this longevity and care comes at a price, literally. In the past,...
Investing in CDs
HIGHER INTEREST DOESN'T ALWAYS MEAN A BETTER INVESTMENT I'm a lawyer. I don't give investment advice. Giving investment advice seems to me to be something like predicting the weather - we can all take a stab at it, few will be correct. Since most of my clients are...
Income First
WHOSE INCOME IS IT ANYWAY? The United State Supreme Court will soon decide one of the hottest issues in Medicaid planning. Must the community spouse use the institutionalized spouse's income to meet her basic needs? Medicaid is the only government program that pays...
Did I Wait Too Long To Apply for Medicaid?
MEDICAID MYTH: I WAITED TOO LONG, I CAN'T PLAN ANYMORE People think long term care is some else's problem. They picture themselves passing away quietly in their sleep - in a calm, painless, and peaceful manner. But nursing homes and other long-term care facilities are...
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Sea Girt (732) 974-8898 Middletown (732) 706-8008