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Medicaid Estate Recovery: Why You Received a Letter After a Loved One’s Death

When a recipient of homecare or nursing home Medicaid passes away, a state agency will send a letter to the recipient’s estate with the value of the services it rendered for the last ten years preceding the recipient’s death. However, recovery only applies to recipients who were aged fifty-five or older.

August 4, 2026
Trusts for Mommy and Me

Question: My mother has a trust that protects her house in case she needs long term care in a nursing home. Is this legal? Also, when she dies the trust is paid to another trust for me. Do I need this? I am only 53 and my mother is 75.

December 3, 2020
Changing Your Will in the Middle of a Divorce

You can change your Will or Trust at any time, even in the middle of a divorce. However, once a divorce proceeding is commenced, both spouses are restricted from transferring assets or changing the designated beneficiary on retirement accounts.

November 24, 2020
Do I Really Need a Bypass Trust?

For a traditional married couple, the estate planning has become simpler in many ways. Before the estate tax was increased on both the State and Federal level, we were fixated on saving estate taxes.

November 19, 2020
Agent Responsibilities under a Power of Attorney

Question: I was named as an agent on my mother’s Durable Power of Attorney which included a “statutory gifts rider.” What is this document and what responsibilities will I have?

November 18, 2020
Objecting to a Will in New York

In order for a person to contest a last will and testament (“will”) in New York, he or she must have legal grounds. This means a reason based in the law that the will is invalid and should not be admitted to probate.

November 16, 2020
Protecting Assets in the Context of a Guardianship Proceeding

While the best elder law and estate plan is to have a valid health care proxy naming agents and a valid durable power of attorney naming an agent to make financial decisions, not everyone has done the proper planning. It is not uncommon for an elderly person to fall ill, be hospitalized and then need nursing home care with no time to plan.

November 14, 2020
Estate Planning for Parents

It is imperative that every parent with young children create an estate plan that includes a trust for any minor children.

October 21, 2020
DNR vs. Health Care Proxy

Question: The last time I was in the hospital I signed a DNR. Do I still need a health care proxy and living will?

October 19, 2020
Can I Amend My Will?

If you are thinking of changing your Last Will and Testament, do not do so yourself. Although any adult with mental competency can change his or her last will and testament at any time, it cannot be amended by simply writing the changes onto the document.

October 7, 2020
A Pet Trust

You may have heard in the news that Joan Rivers and Lauren Bacall left a portion of their estates for the care of their beloved pets. Anyone who had an animal understands exactly what Rivers and Bacall were doing, ensuring that pets would be properly cared for after they were gone.

October 6, 2020

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Thought Leadership

Partner Britt Burner, Esq. explains how often to review your estate planning documents and the life changes that may prompt a review.

May 1, 2024 Read Article