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Paying for Long-term Care: Who Foots the Bill?

It is tough enough for a client to make the decision to enter a loved one into long-term care –..

10 Tips to Ease the Effects of Transfer Trauma

By Jill Roamer, J.D. February 26, 2019

Folks with dementia who have to be moved from one environment to another can sometimes..

The Power of the Power of Appointment

By Jill Roamer, J.D. February 12, 2019

When planning for the future, each of us would prefer to retain some semblance of power over the..

The Child Caretaker Exception

By Jill Roamer, J.D. February 5, 2019

Most states have a child caretaker exception to their Medicaid transfer rules.  An elderly..

Trust Lending for Medicaid Asset Protection Trusts: Your Clients Do Have a Choice!

By Frank Melia, CMPS January 25, 2019

Thank you to our guest blogger Frank Melia, of Quontic Bank, for leading this conversation on..

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