MasonLaw, PC | NC Elder & Special Needs Law Attorney

  • Elder Law
  • Special Needs Law
  • Hot Topics & Info
    • 2022 Medicare Premiums, Coinsurance and Deductibles
    • 2021-2022 NC Medicaid and Special Assistance Rates
    • NC Nursing Home Medicaid Law Explained
    • 2021 Federal Benefit Rate – Federal Poverty Level
    • 2022 Veteran (VA) Benefit Rates
  • About
    • Find Us – Charlotte or Asheboro
    • Who to Call
    • Bob Mason, Attorney
    • Ann Mason, Practice Manager
    • Courtney Webb, Paralegal
    • Tammy Webster, Paralegal
    • Jennifer Barbee Swift, Benefits Specialist
    • News / Press
  • Client Portal
You are here: Home / Archives for Medicaid

September 9, 2017 by bob mason

Naming A Trust As IRA Beneficiary: Great Idea? Bad Idea?

Naming A Trust As IRA Beneficiary: Great Idea? Bad Idea?

This is the most advanced topic I have written for my public readers. But it can be an important topic, so hang in there. According to conventional wisdom you should always name your spouse as … [Read more...]

Filed Under: Banking, General, IRAs & Retirement Plans, Medicaid, Nursing Homes, Reader Favorites, Special Needs Planning, Tax Issues, Trusts generally Tagged With: estate planning, IRA, Irrevocable trusts, special needs trusts, Trusts generally

August 25, 2017 by bob mason

Kill Your IRA. Get Away With Murder.

Kill Your IRA. Get Away With Murder.

For many people, this may be a great time to kill a traditional IRA. Dismantle it. Take it down. Cash it in. Or at least start that process and save thousands of tax dollars doing it. Especially as we … [Read more...]

Filed Under: Featured, General, IRAs & Retirement Plans, Medicaid, Reader Favorites, Tax Issues Tagged With: Individual Retirement Plan, IRA, Medicaid, nursing home, Taxes, Terminating an IRA

June 16, 2017 by bob mason 13 Comments

Three Reasons To Trust Your Beach House To A Trust

Three Reasons To Trust Your Beach House To A Trust

Vacation property and “second homes” – whether in the mountains or at the beach – present a number of legal and tax planning opportunities. A little secret: Most of what you'll read here also … [Read more...]

Filed Under: General, Medicaid, Tax Issues, Trusts generally, Wills (or Not!) Tagged With: estate planning, Irrevocable trusts, living trusts, revocable trusts, Taxes, Trusts generally

April 21, 2017 by bob mason 118 Comments

Read This to Understand How Medicaid Treats Trusts

Read This to Understand How Medicaid Treats Trusts

Dad died 5 years ago and there is a trust under his will for Mom. Will the trust be countable if Mom goes into a nursing home? Mom and Dad set up an irrevocable trust years ago (Bill Clinton was on … [Read more...]

Filed Under: General, Medicaid, Reader Favorites, Special Needs Planning, Trusts generally Tagged With: Irrevocable trusts, living trusts, Medicaid, Medicaid Planning, transfer penalty, Trusts generally

November 28, 2015 by bob mason 3 Comments

Want to Avoid the Nursing Home? Try PACE.

Want to Avoid the Nursing Home? Try PACE.

Sometimes government really does work right. The United State Marine Corps comes immediately to mind. Another program, new to Randolph County and surrounding areas, is the Program of All-inclusive … [Read more...]

Filed Under: Medicaid, Miscellaneous, Nursing Homes Tagged With: Medicaid, nursing home, nursing homes, PACE

  • « Previous Page
  • 1
  • 2
  • 3
  • 4
  • 5
  • …
  • 7
  • Next Page »

Now Serving Charlotte

704.276.6446

Also the Triad from Asheboro

336.610.6000

Find Us

Get A Free NC Medicaid Nursing Home Rules Booklet

Mason Law Booklet Offer

Great tips from an expert!

Download Now

About Bob Mason

Bob Mason, Elder Law & Special Needs LawRobert A. Mason, JD, CELA, CAP, is owner of Mason Law, PC, of Charlotte and Asheboro, North Carolina, a law firm devoted exclusively to legal issues involving the elderly and the disabled. Read More >>

Robert A. Mason
Rated by Super Lawyers


loading ...

Browse Articles Here!

Or Search On A Topic

News

Mason named to 2022 Super Lawyers

Robert A. Mason named to Super Lawyers ASHEBORO, … [Read More...]

Mason Named 2021 Triad Lawyer of the Year in Elder Law

ASHEBORO, NC — Aug. 20, 2020: Best Lawyers® has … [Read More...]

Reader Favorites

Surprise! Your Medicare Premiums Might Go Up.

Surprise! Your Medicare Premiums Might Go Up.

Selling an appreciated asset or cashing-in/drawing down an IRA or an … [Read More...]

NORTH CAROLINA SPECIAL ASSISTANCE

NORTH CAROLINA SPECIAL ASSISTANCE

Medicaid in an Assisted Living Facility? Think again! You’ve been looking … [Read More...]

STEP Act Might Step On You

STEP Act Might Step On You

Something is perking in Washington that could end up costing many people a … [Read More...]

  • Understand Capital Gains or It’ll Cost You
  • NC Facilities to Open for Visits
  • Video Notarizing and Witnessing in NC

© 2022 MasonLaw, PC | NC Elder & Special Needs Law Attorney · Rainmaker Platform