Medicaid and SBO Trusts

The Department of Human Services has begun denying eligibility in Medicaid long term care cases in which there is a married person, and in which assets were placed in a so-called “solely for the benefit” trust (SBO trust). The SBO trust is the most favored planning...

Protecting IRAs for Heirs

IRAs and other retirement accounts have grown to become a substantial portion, if not the largest portion, of most of our older client’s estates. Part of the reason for the growth in IRAs has been their preferred treatment under income tax and creditor laws. The tax...
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