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November 18, 2018 by bob mason 2 Comments

Round Tuits and Lost Opportunities

Round Tuits and Lost Opportunities

It happens several times a year. The appointment ‘blurb’ in my calendar says, “Cindy Swanson and Cheryl Flinster. To discuss Medicaid and asset protection for Cheryl and Ron Flinster. Cindy is … [Read more...]

Filed Under: Medicaid, Reader Favorites, Uncategorized

September 20, 2018 by bob mason Leave a Comment

New VA Regulations Explained

New VA Regulations Explained

The time to act is NOW. On Tuesday, September 18, 2018 the VA released new regulations applicable to the VA pension benefit, variously known as “improved pension,” “new pension,” “special monthly … [Read more...]

Filed Under: Reader Favorites, Veterans Tagged With: Aid and Attendance, VA Benefits, VA Transfer penalties, veterans benefits

January 30, 2018 by bob mason 6 Comments

The Long Ignored Nursing Home Financing Mess

The Long Ignored Nursing Home Financing Mess

Based on a column first appearing in the Asheboro Courier-Tribune, January 26, 2018 What a mess. Nursing home care now runs around $8,500 monthly. Basically, there are three ways to pay for it:  … [Read more...]

Filed Under: Reader Favorites, Uncategorized

October 7, 2017 by bob mason Leave a Comment

Protect Your Social Security Check From Creditors

Protect Your Social Security Check From Creditors

Can Social Security be garnished? Can a debt collector take your Social Security benefits? The collector from the credit card company just keeps calling. “Look . . . pay these bills of your … [Read more...]

Filed Under: Banking, General, Reader Favorites, Social Security Tagged With: benefit protection, Garnishment, Social Security

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

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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 >>

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News

Mason Named Chair of NC Board of Legal Specialization

Asheville, NC – July 28, 2017: The North Carolina … [Read More...]

Mason one of two N.C. elder law attorneys named to Super Lawyers

ASHEBORO, NC — Jan. 27, 2017: Elder law and … [Read More...]

Reader Favorites

Video Notarizing and Witnessing in NC

Video Notarizing and Witnessing in NC

This afternoon (Saturday, May 2) the North Carolina General Assembly passed … [Read More...]

CARES Act $1,200 Stimulus Payment Effects on Medicaid?

CARES Act $1,200 Stimulus Payment Effects on Medicaid?

UPDATED April 16, 2020 If you or someone you know is on Medicaid … [Read More...]

Can You Take a Tax Deduction for Assisted Living Costs?

Can You Take a Tax Deduction for Assisted Living Costs?

Mom is in an assisted living facility.  Mom and Dad both receive Social … [Read More...]

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