Wednesday, April 13, 2022

Beware Direct Transfer Designations (TODs and PODs)- Part IV: TOD's in Trust Planning

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This Blog has addressed  in several previous articles  the dangers of direct transfer designations such as transfers on death (TOD's) an...
Wednesday, March 16, 2022

North Carolina: Rethinking Guardianship - Bill and Deborah

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Bill Donohue and Deborah Woolard share the story of their choice to not seek guardianship for their son, Jeremy Woolard Donahue, who has Dow...
Wednesday, March 9, 2022

North Carolina- Rethinking Guardianship - Janie and Suvya

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Janie Desmond and Suvya Carroll discuss how they use supported decision-making in their lives as young adults living with intellectual/devel...
Friday, March 4, 2022

The End of Medicaid Resource Recovery? Bill Ending Requirement Introduced

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Rep. Jan Schakowsky (D-Ill.) has introduced The Stop Unfair Medicaid Recoveries Act , which would repeal the requirement that states establi...
Wednesday, March 2, 2022

White House Announces Measures to Improve Nursing Home Care Quality

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The Biden administration on February 28th announced a round of new measures for nursing homes aimed at ensuring adequate care for seniors.  ...
Tuesday, March 1, 2022

Rethinking Guardianship- Carol Kelly

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Carol Kelly shares the story of her mother, Mary Jane Mann, who was the victim of an inappropriate, predatory guardianship (conservatorship)...
Monday, February 7, 2022

More is not Always Better - CMS Adds Staffing Information to Care Compare

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The Centers for Medicare and Medicaid Services (CMS) recently announced that it will add data on staff turnover rates and weekend staffing l...
Friday, November 12, 2021

Annual Gift Tax Exclusion for 2022 Increases to $16,000.00

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Due to surging inflation, the  Internal Revenue Service (IRS) announced that the annual exclusion for 2022 will be $16,000, up from the curr...
Wednesday, November 3, 2021

Promissory Note Executed by Nursing Home Resident’s Daughter Is Not Illegal Third-Party Guarantee

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T he efforts of nursing homes to create and enforce filial responsibility , i.e., hold children financially responsible for a parent's ...
Tuesday, October 19, 2021

SSI and other Social Security Benefits Set to Increase 5.9% in 2022

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People with disabilities receiving Supplemental Security Income (SSI) and other Social Security benefits will receive the biggest rise in th...