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In 2006, William Bassford executed a Trust entitled the “William W. Bassford Irrevocable Trust.” Despite the title of the Trust, the Trust stated in Article Two that “notwithstanding anything herein contained, the Settlor explicitly reserves the following powers … (5) to revoke this Trust ….” ... Read more.
The decedent, William, died on February 19, 2014. In 2006, he executed a Will naming his three children (Andrew, Zelda and Jonathan) from a prior marriage as beneficiaries. The children’s mother was deceased. William was married at his death to Frances. They were married for 33 years. Some... Read more.
In 2009, two sisters, Jeannine and Jennifer, brought an involuntary petition before a Connecticut Probate Court to have their father conserved. (An involuntary petition is a written application made to the Court on behalf of someone else who has diminished mental capacity and who needs help... Read more.
To qualify for Medicaid (or Title 19 as it is sometimes called), you must meet both the income and asset eligibility rules. This newsletter will cover the Connecticut income rules. (Visit our website for the Connecticut asset rules.)
To understand the income rules, you will need a little... Read more.
A few years ago, you went to a lawyer who prepared an estate plan for you. You signed a couple of advanced directives known as a living will and an appointment of health care representative. Time passed and in 2018, you became pregnant. Then you learned that in that year the Connecticut... Read more.
On October 1, 2018, a new law became effective as it applies to certain advanced directives. The change gives advanced practice registered nurses the authority to perform certain functions that could previously only be performed by physicians.
What Is an Advanced Practice Registered... Read more.
Many older Americans do not have the financial resources to pay for long term care in an assisted living or memory care facility. With the average cost of nursing home care in Connecticut costing about $156,000 per year, and in-home care averaging over $27,000 per year, you can see how a family’... Read more.
Lafayette executed a will in 1997 leaving his musical instruments and equipment to a friend. He left the rest of his estate to his brother, James.
In 2004, Jim established - in Connecticut Superior Court - that Lafayette was his father. Lafayette had no knowledge that Jim was his son... Read more.
On September 18, 2018, the Department of Veterans Affairs (VA) adopted new regulations governing pension benefits, including aid and attendance. The new regulations established a net worth limit for a household of $127,061 effective December 1, 2018. A household includes the veteran, the veteran... Read more.
To qualify for Medicaid, you must meet both the asset and income eligibility rules. In our last blog, we discussed the 2018 Medicaid asset rules. Now let us review some of the Medicaid income rules.
To understand the income rules, you will need a little Medicaid background. A “... Read more.