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.

Monday, May 19, 2014

New Guides Help Those Appointed to Manage Someone Else's Money

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Have you been officially asked to manage someone else's money? For example, have you been named as an agent under a power of attorney o...
Saturday, May 17, 2014

The Obligations of a Fiduciary

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When you need someone else to care for money or property on your behalf, that person (or organization) is called a fiduciary .   A fiduci...
Friday, May 16, 2014

Medicaid Applicant's Retirement Benefits May Be Counted as Available Income Despite Contrary Court Ruling

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A New York trial court upheld a Medicaid agency's finding that an applicant's Social Security and pension benefits should be incl...
Thursday, May 15, 2014

Elderly Couple Awarded $1.6 Million over Failed Investments

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A financial arbitration panel has ordered  a subsidiary of John Hancock Financial Network to pay nearly $1.6 million to an elderly Californ...
Wednesday, May 14, 2014

CMS to Force the Dying to Spend Their Final Days Jumping Through Hoops to Get Needed Medications

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To spare Medicare Part D insurance companies the risk of initially paying for prescriptions they don't have to cover, the Centers for...
Tuesday, May 13, 2014

Many Skilled Care Providers Still Unaware of New Medicare Rules

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Even though Medicare is now covering skilled care for beneficiaries who are not improving, many are still being denied coverage, according ...
Monday, May 12, 2014

Personal Care Agreement Payments Made by Medicaid Applicant Are Subject to Penalty Period

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A New Jersey appeals court holds that transfers made from a Medicaid applicant to her daughter pursuant to a care agreement were not made i...
Tuesday, May 6, 2014

Nursing Home Sues Resident's Daughter with Impunity Since Admissions Agreement Did Not Give Nursing Home The Right to Sue the Daughter

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New Jersey's highest court has ruled that an admissions agreement signed by a nursing home resident's daughter did not violate fe...
Monday, April 28, 2014

Bankruptcy Court Refuses to Discharge Granddaughter’s Debt to Nursing Home- Lessons for Caregivers

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A U.S. bankruptcy court refused to discharge an Ohio woman's debt to a nursing home for the cost of her grandmother's care, find...
Friday, April 25, 2014

ODI Assists Families Locate Lost Life Insurance Policies

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If you suspect a deceased loved one has a life insurance policy that you cannot locate, there is a service through the Ohio Department of...
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