by P. Mark Accettura | Nov 23, 2015 | 2015 Newsletter, Elder Law
Our 2015 Fall Newsletter – Download for later
by P. Mark Accettura | Nov 23, 2015 | 2015 Newsletter, Elder Law
You are breaking tax, employment (and potentially immigration) laws; Your homeowners’ insurance likely won’t cover a worker injured in your home; You lose the medical deduction for which the expense likely qualifies; and Payments may be considered gifts that will...
by P. Mark Accettura | Nov 23, 2015 | 2015 Newsletter, Elder Law
While Caregiver Contracts for services provided by family members have been required by Medicaid for many years, effective October 1, 2015 they are required for independent caregivers. The new policy applies not only to services normally associated with personal care...
by P. Mark Accettura | Nov 23, 2015 | 2015 Newsletter, Veterans Benefits
While Medicaid eligibility is affected by gifts made within five years of application, the VA program known as Aid and Attendance does not currently penalize those who have gifted away their assets in order to qualify for the benefit. As we have reported in previous...
by P. Mark Accettura | Nov 23, 2015 | 2015 Newsletter, Inheritance
Gifting is an important part of our estate and elder law practice. Strategic gifting accelerates eligibility for VA benefits and Medicaid. Unfortunately, nothing seems to confuse folks more than the rules concerning gifting. In a nutshell, each of us may make gifts of...
by P. Mark Accettura | Jun 1, 2015 | 2015 Newsletter, Newsletter
As reported in our Fall 2014 Newsletter, recent legislation prevents property tax assessment uncapping for most death-time residential real estate transfers to close family members. It now appears (although the jury is still out), however, that transfers at death via...
P. Mark Accettura
Samuel A. Hurwitz
Rebecca A. Coyle
Wendy K. Turner