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Valerie Peterson, J.D.

General Accountability Office Releases New Report on Medicaid Eligibility

By Valerie Peterson, J.D. June 27, 2014
The title of the report, released June 23, 2014, is “Financial Characteristics of Approved..

Why May is a Great Month to Market Your Elder Law Services

By Valerie Peterson, J.D. May 12, 2014
As noted in our blog from earlier this month, May is Elder Law Month. This is an opportune time..

Recent Decision for 3rd Party Supplemental Needs Trust

By Valerie Peterson, J.D. October 15, 2013
There has been a recent decision from New York that discusses the ability to decant into a..

Another Victory for Promissory Notes in Medicaid Planning

By Valerie Peterson, J.D. October 11, 2013
The 10 th Circuit in Gragert v. Lake (10th Cir., No. 12-6137, Oct. 8, 2013), reversed a..

Memorial Day Facts You May Not Have Known

By Valerie Peterson, J.D. May 25, 2012

Memorial Day is a time to remember those who died while serving our nation.  Celebrations are..

The Pros and Cons of Family Caregiver Agreements

By Valerie Peterson, J.D. September 2, 2010
Compensating a family member for providing care to another family member is certainly a growing..

Are You Tripping Over Dollars to Make Pennies in Your Elder Law Practice?

By Valerie Peterson, J.D. June 18, 2010

Perhaps you’ve had a good year, but not a great year, in your elder law practice. Maybe you’ve..

Pitfalls to Avoid When Planning for Clients Who Are Veterans

By Valerie Peterson, J.D. June 11, 2010
Helping clients obtain benefits through the Veterans Administration (“VA”) is a rapidly growing..

Correction Taking the Good With the...Not So Good

By Valerie Peterson, J.D. April 12, 2010
In Medicaid planning we must often take the good with the bad.  So, let’s start with the…not so..

Benefits We Get From Saying "Thank You"

By Valerie Peterson, J.D. April 5, 2010
We all know (or should know) the positive effect a handwritten or verbal "thank you" has on the..

Steal Our Motto

By Valerie Peterson, J.D. November 9, 2009
When was the last time you received not just good, but exceptional service? Hopefully it has..

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