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Questions and Answers About Medicaid [Episode 117]
Attorney-CPA Joe Cordell and co-host Susan Arthur answer listener questions about relevant topics pertaining to Medicaid, long-term care, estate planning, and more.
Joe and Susan describe what undue influence is and how
evidence of cognitive issues can help support the legal claim. They also dive
into some of the estate planning aspects of the Jeffrey Epstein case regarding
his trust.
They answer a question regarding whether or not a car and
house of a listener’s mother should be sold, so that the mother can qualify for
Medicaid. Joe highlights the protections surrounding cars, as it pertains to
Medicaid eligibility.
Joe and Susan talk about how moving states impacts the
estate plan and details how difficult ancillary probate can be for intended
beneficiaries. They discuss revocable trusts and whether or not the owner of
the trust has an obligation to inform a trustee, if they wish to change
trustees.
They also discuss whether or not the sale of antiques within
a house can be used to pay for long-term care and whether or not that would
affect Medicaid eligibility. Joe and Susan stress the importance of creating a specific
plan with an elder law attorney.
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By Life's Third Act
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Attorney-CPA Joe Cordell and co-host Susan Arthur answer listener questions about relevant topics pertaining to Medicaid, long-term care, estate planning, and more.
Joe and Susan describe what undue influence is and how
evidence of cognitive issues can help support the legal claim. They also dive
into some of the estate planning aspects of the Jeffrey Epstein case regarding
his trust.
They answer a question regarding whether or not a car and
house of a listener’s mother should be sold, so that the mother can qualify for
Medicaid. Joe highlights the protections surrounding cars, as it pertains to
Medicaid eligibility.
Joe and Susan talk about how moving states impacts the
estate plan and details how difficult ancillary probate can be for intended
beneficiaries. They discuss revocable trusts and whether or not the owner of
the trust has an obligation to inform a trustee, if they wish to change
trustees.
They also discuss whether or not the sale of antiques within
a house can be used to pay for long-term care and whether or not that would
affect Medicaid eligibility. Joe and Susan stress the importance of creating a specific
plan with an elder law attorney.