By Loraine M. DiSalvo, Morgan & DiSalvo, P.C. I was a Burt Reynolds fan since my dad took me to see “Smokey and the Bandit” way back when I was little, and I was sorry to hear of his death. This article about Burt Reynolds's Will caught my eye, but I have some complaints about it. The article [...]
July 2018 saw another significant change in the Medicaid waiver programs. Medicaid introduced the Elderly and Disabled Waiver Program, which will replace both the Community Care Services Program (CCSP) and the Services Options Using Resources in a Community Environment (SOURCE). CCSP and SOURCE were Medicaid waiver programs that helped individuals at risk for going into a nursing home live at home or in the community while receiving the services that they need.
By Allison L. Byrd, Morgan & DiSalvo, P.C. Aretha Franklin, the “Queen of Soul” and a beloved American icon, died in her home on August 14, 2018, at age 76. Despite having achieved a reputation as one of the most talented vocalists in the world and having amassed an estate worth approximately $80 million, [...]
Exciting News from the Department of Community Health: Increases to Medicaid Financial Limits and the Creation of the Elderly & Disabled Waiver Program
In July 2018, the Department of Community Health increased the limit of the personal needs allowance (PNA) for individuals receiving Nursing Home Medicaid by 30 percent – from $50/month to $65/month. This announcement is exciting because it is the first increase in the PNA since 2006.
With the turning of the year and our progression into spring, our thoughts turn gently to the upcoming income tax season and to the March 6 deadline for determining how much income must be distributed from your non-grantor, irrevocable trust for the 2017 tax year. Trusts themselves are not terribly complex creatures. Someone (the settlor) [...]
By Diane Weinberg I've always been a little hesitant to write a general article about Medicaid planning with any detail. Medicaid laws and regulations are extremely nuanced and can impact other laws, including tax laws, VA disability pension law, and laws governing trusts and estate. My biggest fear has always been that someone would read [...]
by Loraine M. DiSalvo Just a month ago, I wrote about a Maine court case that grew out of an omitted Oxford comma. For those who didn’t read it, a group of truckers successfully sued their union after some writer’s failure to use the Oxford comma resulted in an unclear sentence regarding overtime rules. (The [...]
By Diane Weinberg In addition to flowers, candy, and romantic dinners on Valentine's Day, you can give another more valuable gift to your spouse and children. Take a few minutes to review the beneficiary designations to your insurance policies, retirement accounts, and annuities to ensure that the right person will receive an inheritance in the [...]
On January 27, 2017, we were fortunate enough to attend the Balser Symposium in Atlanta to celebrate charitable giving with other like-minded professionals. This year, the speaker was Raj Raghunathan, author of the new book, If You’re So Smart, Why Aren’t You Happy? and professor at the University of Texas with the most successful massive open online course (MOOC) entitled “A Life of Happiness and Fulfillment.”
As an Elder Law attorney, I have heard more than a few tragic stories about how adult children and siblings have lost connections with their loved ones through dementia. I have also heard a number of stories about how music has been able to create a connection between family members and their elderly parents who were otherwise non-verbal or almost non-ambulatory. To be effective, the music must be part of that individual’s past. For example, an avid church member may respond to Amazing Grace.