Hartford County Probate Lawyers Czepiga Daly Pope & Perri HomeEstate Planning & Elder Law Newsletter
Spring 2019
- Joint Bank Accounts - Who Gets the Funds After the Co-owner Passes Away?
- Looking Out for Your Grandkids: 3 Ideas to Pass Along
- Overlooked CT Destinations Worth the Trip
- Social Security Survivor Benefits: Do You Know What They are?
- 7 Ways to Unload Your Family Heirlooms
- How to Keep the Kids From Fighting Over Their Inheritance
- Being Your Parent’s Healthcare Advocate: How to Get Started
- Capital Gains and Protecting Your Home – What You Need to Know
- 9 Ways to RECYCLE YOUR PUMPKINS After Halloween
- Annual Inflation Adjustments for 2019
- VA Establishes Asset Limits and Transfer Penalties for Needs-Based Benefits
- Why does an 18-year-old Needs an Estate Plan?
- Do Not Apply for Medicaid Until You Read This
- You Can Avoid Going To Court - Read About An Alternative
- Czepiga Daly Pope & Perri. Our New Name with New Leadership
- HIPAA, Living Wills, and Healthcare Representatives: What's the Difference?
- The Sundowning Mystery: 5 Helpful Tips
- Why Everyone Should be Paying Attention to the Medicaid Debate
- The Shocking Truth About Not Having a Will
- 7 Ways To Get A Good Night’s Sleep
- Will Your Kids be Responsible for Your Debt?
- 6 Ways to Keep Your Brain Sharp
- Limit Your Liability AND Reduce Your Estate Taxes
- How to Leave Money to an Irresponsible Child
- Nursing Home Resident Rights: Know Them, Stand Up for Them
- 3 Excuses for Skipping Life Insurance (And Why They Don't Hold Up)
- Is Your Estate Plan Ready for the New Year? Reasons Why You May Need to Update it
- Trump Presidency and Taxes: What's Next?
- Paying Your Family to Care for You May Not Impact Your Medicaid Eligibility
- Big News: New CT Power of Attorney Finally Gives You More Protection
- Retirees Cashing in on the Sharing Economy
- How to Apply for Medicaid (Hint: You'll need big binder clips)
- Inheritance Expectations: Can they be challenged ahead of time?
- WE’RE EXPANDING! More Attorneys, Staff and a New Milford Office
- Should You Have a Long-Term Care Insurance Policy?
- GOOD NEWS! Prepaid Funeral Contracts and Medicaid
- Is Your Family Having Difficulty Making Decisions? Try Family Mediation
- Mistakes That Could Invalidate A Will
- 8 Tips to Become a Painter at any Age
- Applying for Medicaid? BEWARE of companies that process Medicaid applications
- Keep or Toss? Keeping Your Records Straight Pays Off
- DON’T LET YOUR PARENTS’ MONEY RUN Key Ways to Protect Seniors’ Assets
- What do the New Social Security Rules Mean for You?
- Why Changing Beneficiaries is Important
- 5 Ways to Deliver Healthy Meals to Seniors
- Why You Should Delay Social Security Benefits
- KNOW YOUR OPTIONS Before Signing Up for Medicare
- DIVORCE AND ESTATE PLANNING: 5 Steps You Should Take Now
- Family Caregivers – Yes, You Can Take a Vacation!
- Be Careful: Transferring Assets to Qualify for Medicaid in Connecticut May Backfire
- Warning Signs for the Financial Advisor of the Elderly: Don’t put your practice (or your client) in Jeopardy
- Advance Directives: How to Take Charge of your Healthcare Choices
- THE ABLE ACT: What is it and How Will it Help People with Disabilities?
- Ways to Avoid the Fight
- New Jersey Settles Federal Lawsuit Involving Veterans Benefits and Medicaid Eligibility
- Attorney Liable to Third-Party Beneficiary Over Bungled Will
- Senior Living Options: What’s it all about?
- FUNDRAISING: Make Sure the Money Goes Where You Want
- Why an 18 Year Old Needs an Estate Plan
- Congress Approves Tax-Free Savings Accounts for Some People with Disabilities
- CMS Withdraws Proposed Liability MSA Rulemaking
- Law Suits and Responsible Parties
- Does Your Last Will and Testament Include Your On-Line Passwords?
- The One Thing You Should Know About Nursing Home Evictions
- Can a Person who Receives Disability Benefits Own a Car?
- Medicaid Applicant’s Promissory Note is Not Available Resource
- Firefighter May Designate Special Needs Trust as Beneficiary of Pension
- Widow of Author Tom Clancy Battles Lawyer Over $6M in Estate Taxes
- Standing up for a Nursing Home-Sweet-Home Environment
- Will Your Family Know What to Do With Your Collectibles?
- How Long do I Need to Work in Order to Qualify for SSDI?
- 7 Foods to Keep You Young
- Do-it-yourself Wills: Don’t risk it!
- Disinheriting a relative can be complicated
- 3 steps to minimize junk mail and sales calls
- How to leave money to a child with special needs
- Home Care vs. Home Health Care
- A Good Reason NOT to Sign a Nursing Home Agreement for a Loved One While You’re at the Nursing Home
- Respite Care = Relief, 3 Programs to Help You Take a Break
- Do You Pay Capital Gains Taxes on Property You Inherit?
- Medicare’s Observation Status Under Attack
- New Simsbury Office Now Open
- STORE OR SHRED? How long you should hang onto tax records
- Meet Joanne Foss, Our Geriatric Care Manager
- Staying Eligible for Medicaid after the Death of a Spouse
- IRS Issues Long-Term Care Premium Deductibility Limits for 2014
- IRS Now Allows Caregiver Parents to Exclude Medicaid Waiver Payments from Income
- Introducing Our New Name and Look
- Generations Apart: Talking Retirement and Estate Planning Over Turkey
- Want to reduce your taxes by gifting?
- Haven't had 'the talk" with your parents? Why you need to do it now
- 5 Issues to Consider When Setting Up a Special Needs Trust
- Reverse mortgages risky for boomers?
- Do I need a lawyer to apply for Medicaid?
- Tips for staying on track
- Medicaid Estate Recovery
- Can You Claim Your Parent As A Dependent?
- Gift Tax Returns
- Delay Cognitive Aging With Berries
- Should You Have A Power Of Attorney?
- Avoid Automated Phone Mazes
- May Someone with Dementia Sign a Will?
- Managing Inherited Wealth
- Veterans' and Surviving Spouse's Benefits: Aid and Attendance Pension
- When Should You Take Social Security?
- 10 Reasons to Create Your Estate Plan
- Brain Health: 10 Ways to Stay Sharp
- Low Interest Rates Force Long-Term Care Insurance Prices Up
- Czepiga Daly Pope & Perri Attorneys Win A Partial Victory Against Connecticut In Medicaid Annuity Case
- Nursing Home That Required Son To Sign As A Responsible Party As Condition Of Mother's Admission Cannot Enforce Agreement
- Major Long Term Insurance Carrier Leaving Individual Market
- A Shot Over The Bow Or A Portent Of Things To Come
- Estate Planning And Medicaid Planning: Could Be A Bad Mix
- What Are Connecticut's Advance Directives Regarding Healthcare?
- Case Of A Child Misusing A Power Of Attorney For His Own Benefit
- Florida's New Power Of Attorney Law Makes Significant Changes
- What Not To Do
- Assessment and Planning-Key to Eldercare
- Keeping Seniors Safe During Winter
- Estate Exclusion Rises to $5.12M, Long Term Care Deductions and Other Figures Adjusted
- Did you know that Czepiga Daly Pope & Perri's Attorneys have plenty to talk about?
- Talk To Relatives About Caregiving Before They Need It
- Share Of Family Limited Partnership Disqualifies Medicaid Recipient
- No Estate Tax Deduction For Caregiving Debt Without Written Care Agreement
- Note Compensating Son For Future Personal Services Is Impermissible Transfer
- Bank Of America Says Power Of Attorney Does Not Grant Access To Online Banking
- Millions Of Seniors Could Lose Medicaid LTC Coverage Under Gop Plan, Reports Warn
- Followup Study Finds Financial Abuse Of Elderly Is On Rise
- Wife Responsible For Husband's Unpaid Nursing Home Bill
- Delays in Processing of Medicaid Applications is Not Lawful
- Lump Sum Personal Care Contract Is Transfer for Less Than Fair Market Value
- Medicaid Applicant Who Was Denied Benefits After Purchasing Annuity for Spouse May Proceed with Claim Against State
- Ohio's High Court Lets Stand Ruling That State Violated Federal Law in Counting Community Spouse's Annuity
- Family Agreement Transferring Property for Medicaid Eligibility Purposes Has No Consideration
- Claim Against Estate Attorney To File Medicaid Application For Client is Suspended
- N.Y. High Court Rules Wife's Ordinary Living Expenses Do Not Justify Increased Mmmna
- Medicaid Applicant's Trust Is Available Asset Because It Is A Support Trust
- A Profile Of Older Americans: 2010
- Court Rules House Was Owned With Son, So State Can Recover Mother's Medicaid Benefits
- Attorney Who Failed to File Medicaid Application for Client Is Suspended
- Attorney Who Participated in Trust Mill Is Suspended
- Third Party Liable For Relying On Invalid Power of Attorney
- Drafting Attorney Owes No Duty to Prospective Beneficiary of Unexecuted Will
- The Top 10 Elder Law Court Rulings of 2010
- Court Cannot Use Doctrine of Probable Intent to Create Special Needs Trust for Interstate Decedent
- Class Action Filed Challenging Medicare's 'Improvement Standard'
- Administration Abruptly Pulls Plug On Medicare End-Of-Life Counseling
- State Laws Create Obstacles To End-Of-Life Planning, Planning, Study Finds
- Federal Program Helps Nursing Home Residents Move Home
- Court Upholds Indictment Of Attorney Who Backdated Deed For Medicaid Planning
- Nursing Home Resident's Attorney-In-Fact Has No Duty To Ensure Continued Medicaid Eligibility
- Court Rules Lack Of Progress Is No Reason To Stop Medicare SNF Coverage
- Applicant Transferred Funds For Purpose Other Than To Qualify For Medicaid
- National Average Cost Of Nursing Home Care Tops $83,000 A Year
- IRS Data Shows Steep Decline In Estates Owing Tax Over Last Decade
- Another Annuity Victory For The Community Spouse
- Medicaid Recipient With Newly Discovered Assets Must Repay Benefits
- Elder Proceeds To Trial On Breach Of Contract Claim Against Delinquent Caregiver
- Attorney Did Not Breach Duty In Seeking Guardianship For Client
- Powers Of Attorney Come In Differ
- How Risky Is Buying A Limited-Duration Long-Term Care Insurance Policy?
- Connecticut Court Finds Atorney In Fact Liable Under Promisory Estoppel Theory
- Agreement To Split Proceeds From Sale Of Gifted House Enforceable
- Transfer Penalty Imposed On Lupm-Sum Care Agreement
- Nursing Home Admission Agreement And Prior Knowledge Of Asset Transfer Precludes Holding Family Liable
- Nursing Home Negligence Verdict Based On Lack Of Staffing Affirmed
- IRS Clarification Requested On Capital Gain Exclusion On Principal Residence
- Court To Decide Whether Difference In Medicaid Spend-Down For Home Health Versus Nursing Home Benefits Violates Federal Disability Law
- N.Y. May recover from estate of 'just say no' comm unity spouse only up to spouses excess resources
- The Top 10 Elder Law Court Rulings of 2009
- Nursing Home Resident May Not Transfer Assets Beyond the CSRA to Spouse
- Nursing Homes Sue State for Additional Reimbursements
- Connecticut Legislative Panel Rejects Proposed Medicaid Regulations
- Trust Is an Available Resource Despite Discretionary Language
- From Our Care Coordinator
- Medicaid Asset Protection: Reciprocity With Other States
- Reverse Mortgages
- Choosing a Life Insurance Policy
- Where to Keep Your Will
- Social Security Retirement Age
