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You are here: Home / Archives for transfer penalty

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

February 12, 2015 by bob mason Leave a Comment

My Response to a Medicaid Nightmare

My Response to a Medicaid Nightmare

Recently the following letter appeared in the Asheboro Courier-Tribune. My response follows. The Letter If you, a family member or parent, are thinking of going on Medicaid, you need to read this … [Read more...]

Filed Under: General, Medicaid, Nursing Homes Tagged With: estate planning, Medicaid, Medicaid Planning, transfer penalty

August 15, 2012 by bob mason 8 Comments

How Annuities Can Help With Medicaid

How Annuities Can Help With Medicaid

You now understand the basics of annuities because you read Banish Annuity Confusion in 5 Minutes (If you haven't read it and you aren't an annuity expert, you better go back and read it now). But how … [Read more...]

Filed Under: Annuities, General, IRAs & Retirement Plans, Medicaid, Nursing Homes Tagged With: IRA, Medicaid, Medicaid Planning, nursing homes, retirement, transfer penalty

September 18, 2011 by bob mason

Sole Benefit Trusts and Special Needs Trusts

A Sole Benefit Trust is an often neglected yet important type of Special Needs Trust that can be useful in planning for certain categories of individuals with disabilities. For example, a “Sole … [Read more...]

Filed Under: Medicaid, Special Needs Planning, Trusts generally Tagged With: Medicaid, sole benefit trust, special needs trusts, transfer penalty, Trusts generally

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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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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...]

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