Tuesday, August 2, 2016

National Guardian Life First Insurer to Enter U.S. Market In a Decade

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The National Guardian Life Insurance Co. is starting to market EssentialLTC, a new stand-alone long-term care insurance policy. The Madis...
Monday, August 1, 2016

Trust Naming Medicaid Applicant as Co-Trustee Is Available Asset

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If planning for long-term care involves Medicaid eligibility planning, the applicant must turn over ownership and control of assets.  Ot...
Monday, July 25, 2016

There is a Shortage of Health Care Professionals Capable of Serving the Elderly Population

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There is a troubling shortage of health care professionals specializing in treating and caring for the elderly, according to an article p...
Tuesday, July 19, 2016

Fraudulent Transfer Claim Against Nursing Home Resident's Sons Survives

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Nursing homes and state departments of Medicaid will become more proficient in developing and implementing techniques to pursue assets in re...
Monday, July 18, 2016

Americans Plan Poorly- 72% Do Not Have An Updated Last Will and Testament

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A Google Consumer survey by USLegalWills.com suggests that previous surveys may have under-reported the number of Americans without a Will,...
Saturday, July 16, 2016

"Comfort Clauses" Hobble an Irrevocable Trust for Medicaid Planning

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When I counsel clients regarding irrevocable trusts, clients often discuss the possibility of provisions giving them more control over th...
Friday, July 15, 2016

The Ohio Family Trust Company Act Offers an Important Wealth Planning Tool

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On June 14, 2016 Governor Kasich signed House Bill 229, which allows an Ohio family to establish its own trust company to serve as trustee ...
Wednesday, July 13, 2016

Ohio Attorney General Issues Warning About Grandparent Scam

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Ohio Attorney General Mike DeWine recently issued a press release  warning of phone scams targeting Ohio grandparents following an inc...
Monday, July 11, 2016

Filial Responsibility In the News

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Philly.com published the most recent warning: Children May have to Foot Bill for Indigent Parents' Care . The author writes: Remember wh...
Saturday, July 9, 2016

Nursing Home Involvement in Patient's Death Object Lesson on Aging-in-Place Planning

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An effective Aging-in-Place strategy will include, as a last resort, identification, consideration and communication of standards used in...