Currently, we are all self-quarantining. When you rarely leave your home, you see how difficult it is to accomplish daily tasks. Basic things that...
Eldercare Lawyer Blog
Another Medicaid Planning Win for a Family in Crisis
This past week I received a very favorable result in a federal lawsuit that I filed against the state of New Jersey over a Medicaid issue. The...
Planning for a Crisis
What the coronavirus teaches us is that we need to plan for the unexpected in life. It’s comfortable to think that nothing is going to change. ...
Avoiding Government Interference
Almost every week a client asks me how to avoid “government interference” of his estate after their death. The client wants his children to have an...
Making Your Will Enforceable
Most people draft their last wills and testaments to leave their entire estate to their children equally. A Will that leaves the entire estate...
Building Flexibility Into Your Trust
In my practice, there are a number of reasons why a client may use a trust. A trust is a fiduciary relationship in which one person, the trustee,...
Is the Homestead Rebate Worth Worrying About?
A large portion of my practice involves qualifying clients for Medicaid benefits. Medicaid is a health payment plan for needy individuals. Medicaid...
Can Someone Steal My House?
In my practice, I draft a lot of deeds for clients’ houses. I am often transferring the client’s house into an irrevocable trust or gifting the...
What Does It Cost To Maintain a Trust?
When I draft a trust for a client, which is often, one of the questions I frequently receive from a client is—How much will it cost me or my...
A Long-Used Strategy No Longer Works the Same Way
One of the biggest changes in the area of estate planning just occurred, the death of the stretch IRA and minimum required distribution rules (MRD)...
Should I Try To Avoid Probate in New Jersey?
How do I avoid probate? This is a common question I hear from clients. The answer is, “It depends.” It depends on whether or not the client owns...
The Veblen Effect
As an elder law attorney, I am mindful that there are two, primary impediments to people planning for estate and long-term care...
Why Control Can Be a Good Thing in Planning
Should you control the money you leave your loved one after your death from the grave or not? This is a question that a lot of my clients ask...
The Bloodline Trust
A few years ago, New Jersey enacted its version of the Uniform Trust Code. The trust code is a comprehensive series of laws on the subject of...
Making a Federal Case of It: Update
Several months ago, I wrote a series of articles about various federal lawsuits that I had filed against the state of New Jersey. Like many states,...
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Recent Posts
Mom’s Journey to the Nursing Home, Part II
The last article I wrote began mom’s journey to the nursing home. Mom had fallen at home and broken her hip. After a brief stay in the hospital in order to have surgery for her broken hip, mom entered a rehabilitation center—also known as a nursing home—to receive...
Mom’s Journey to the Nursing Home
When a parent needs long-term care, there is often a common pattern. Mrs. Smith, aged 85, falls at home and breaks her hip. She is taken to a hospital. At the hospital, she receives surgery for her broken hip. After the surgery, Mrs. Smith receives acute...
Will I Lose My Medicare?
“When I qualify for Medicaid benefits will I lose my Medicare benefit?” I get this question quite often from clients. A substantial part of my practice is planning to qualify my clients for Medicaid eligibility. I have been helping clients with Medicaid planning for...
Can the Nursing Home Send Mom Home?
When a family member needs long-term care in a nursing home, her family is often distraught—distraught because mom is failing mentally and physically, distraught because the family is unable to provide the care mom needs, distraught because the family is concerned no...
Should I Have a Trust?
“Should I have a trust?” I get this question a lot from clients. There is no one answer to this question; just as there is no one trust. In order to understand if you should have a trust, you have to understand what a trust is. A trust is a fiduciary relationship...
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Sea Girt (732) 974-8898 Middletown (732) 706-8008