On October 15th I was privileged to present to a meeting of Providence Retired Teachers Association on the topic of Estate and Medicaid Planning. As Tony Mancini, the long-time President of the Association noted in his introduction, this was my fifth appearance before the PRTA, the first of which was in 2003. As promised during the […]
Category: Estates
The Lady-Bird deed flies away, not to be missed by most Medicaid planning clients.
In the all the breathless hype over the past weeks regarding the demise of enhanced life estate—or so-called “Lady Bird”—deeds was lost a critical fact—that this technique was rarely the best option in Medicaid planning anyway. First, the story known to some readers. After an unsuccessful attempt last year, this year the State agency which […]
Rhode Island Strengthens Collection Efforts in Its Estate Recovery Program
New regulations regarding the estates of deceased Medicaid recipients make it even more important that clients do advance planning in order to minimize the impact of such estate recovery on their estate plans. In an effort to strengthen collection efforts in its “estate recovery” program, the Rhode Island Office of Health and Human Services (OHHS) […]