Aging-in-Place Planning and Elderlaw

The blog reports information of interest to seniors, their families, and caregivers. Recurrent themes are asset and decision-making protection, and aging-in-place planning.

Showing posts with label real estate. Show all posts

Tuesday, April 11, 2017

Pocket Deeds Are Horrible Planning Instruments

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I recently discussed with an estate planner the advisability of using a “pocket deed” to fund a revocable trust. A pocket deed is a deed...

Monday, December 7, 2015

Court Invalidates Pocket Deed As Fraudulent Effort to Defraud the Surviving Spouse

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[The following is reprinted from my former newsletter, Your Estate Matters .] A recent case from Tennessee illustrates the dangers inherent...

Monday, March 30, 2015

Life Estate Renders Medicaid Applicant Ineligible

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Life estates are frequently used by seniors to gift real property to family members because the seniors are assured that the retained lif...

Thursday, October 9, 2014

Good News for Trusts that Manage Real Estate

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In the recent Frank Aragona Trust case, 142 T.C. No. 9 (2014), the US Tax Court reached a taxpayer favorable decision, one that benefits tr...

Saturday, August 16, 2014

Entire Value of Property in Which Medicaid Recipient Had Life Estate is Recoverable in Idaho

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The Idaho Supreme Court has ruled that the state may recover Medicaid benefits from the entire value of a property that a Medicaid recipi...

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Monty L. Donohew

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