Tuesday, September 1, 2015

Ohio High Court Rules That Transfer of Home Between Spouses Prior to Medicaid Eligibility Is Improper

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A narrowly divided Ohio Supreme Court has ruled that the transfer of a home between spouses prior to Medicaid eligibility is an improper t...
Saturday, August 29, 2015

Home-Care Workers Win Right to Overtime Pay and Minimum Wage

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Home-care workers won the right to overtime pay and the minimum wage after a U.S. court Friday upheld a Labor Department rule that was chall...
Friday, August 28, 2015

Where Are Our Family Photos?!? Planning for a Digital Legacy

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Attorneys Sasha A. Klein, and Mark R. Parthemer have written an excellent article, published in GPSolo , a publication of the American Ba...
Wednesday, August 26, 2015

Ohio Guardian and Ex-Probate Judge Admits to Stealing from Wards

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The Youngstown Vindicator, in reporting upon an on-going investigation into county corruption, discovered that   ex-county Probate Court...
Monday, August 24, 2015

Happy Birthday Social Security!

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August 14 marked the 80th anniversary of the Social Security Act. Acting Commissioner Carolyn W. Colvin announced the launch of the agency...
Saturday, August 22, 2015

Recent Medicaid Changes Encourage and Support "Aging in Place" Philosophy

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Medicaid is constantly reviewing and updating its policies, but many beneficiaries find that it is comparatively rare for Medicaid to u...
Friday, August 14, 2015

NOTICE Act Requires Hospitals to Warn of Costly Medicare Loophole

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President Obama has signed a new law intended to prevent Medicare beneficiaries from spending days in a hospital only to fi...
Thursday, August 13, 2015

2016 Medicare Pemiums to Increase- Social Security Benefits Stay Flat

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According to Mark Miller , writing for RetirerementRevised , "retirees are facing a double-whammy next year: no inflation adjustmen...
Tuesday, August 11, 2015

Protecting Your Deceased Loved Ones From Identity Theft

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We've all been warned about protecting ourselves from identity theft, but one group of victims can't take action to protect themse...
Tuesday, August 4, 2015

The Trouble With Advance Directives

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Where are your advance directives?  Are they up-to date? A recent article in the New York Times highlights two major problems with ...
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Friday, July 31, 2015

94-Year-Old Ordered to Pay Alimony to Offset Ex-Spouse's Nursing Home Costs

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A recent Nebraska case illustrates how difficult it can be to predict the outcome of aggressive last-minute planning.  In what is possibl...
Wednesday, July 29, 2015

Don't Let Institutions Plan for You: Medicaid-Eligible Nursing Home Resident Stuck With Costs of Private-Pay Room

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An Illinois case illustrates why seniors, their families, and caregivers simply cannot entrust their best interests to institutions. An Illi...
Monday, July 27, 2015

Understanding "Third Party" Special Needs Trusts

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There are three types of special needs trusts: first-party special needs trusts, third-party special needs trusts, and pooled trusts.  A...
Thursday, July 23, 2015

Medicaid Applicant with Private Care Agreement Assessed Transfer Penalty Because Rate Was Too High

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Private Care Agreements must be drafted carefully, and the compensation rates provided within must conform to the law.  An example of what c...
Wednesday, July 1, 2015

IRS issues Proposed Regs for ABLE Accounts

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The IRS has issued  proposed regulations  implementing Sec. 529A, which authorizes states to offer specially designed tax-favored account...