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Can You Sell a Home in a Medicaid Trust?

Protecting one’s home in a Medicaid Asset Protection Trust (MAPT) is a common planning tool.

July 1, 2025
FIDA: You Must Opt Out

Beginning in March 2015, if you are Medicare and Medicaid eligible (dual eligible) in Suffolk County, you will receive a notice alerting you of the option to enroll in a FIDA plan. FIDA stands for Fully Integrated Duals Advantage.

January 15, 2015
Update Your Simple Will

My parents are currently in their 80s and still have their Last Will and Testaments which were prepared 40 years ago. The Wills say that everything goes to the surviving spouse and then to their children if the spouse is deceased. Are these Wills still valid? Are there any updates which should be made?

January 2, 2015
How Can We Avoid Capital Gains?

I am considering creating an Irrevocable Trust to protect my house and other assets, but I am concerned about creating a situation where my children will have to pay Capital Gains tax.

December 24, 2014
Outright Transfer of Home

My friend suggested that I transfer my house to my children in case I need nursing home care in the future. Is this advisable?

December 3, 2014
A DIY Disaster in Estate Planning

As a recent first time homeowner, the phrase “Do It Yourself” or “DIY” takes me back to the late nights this past February of spackling, sanding and painting all of the walls in my house with my husband. We were fortunate that this was the only work that needed to be done.

November 17, 2014
Estate Planning for Second Marriages

My spouse and I each have children from previous marriages. While we want to provide for our surviving spouse when the first of us passes away, we want to ensure that each of our respective estates is ultimately going to our respective children. Is there a way to accomplish this?

September 17, 2014
Veteran Benefits Programs

Many Long Islanders have a family member who has proudly served in our military. Many of these Veterans are unaware of the benefits that may be available to them.

September 9, 2014
New Parents Estate Planning

My husband and I are expecting our first child. We do not have a lot of assets but we do have retirement plans, insurance policies and a house. Everyone keeps telling us that we need a Will. Is that necessary?

September 8, 2014
Spousal Improverishment

My husband is currently receiving services through the Community Medicaid program. He is using a Pooled Income Trust to preserve his excess income. I heard that there are changes that may affect his ability to use the Pooled Income Trust in the future, is this correct?

August 29, 2014
Why College Age Young Adults Need a Health Care Proxy and Durable Power of Attorney

My son just turned 18 and is heading off to college in about two weeks. The college is located upstate. Are there any legal documents he should execute before he leaves?

August 27, 2014

In The Media

News Mentions

Our Blog

Thought Leadership

In the landmark case of Connelly v. United States, the Supreme Court addressed critical issues concerning the estate tax implications of life insurance proceeds used in the redemption of stock in closely held corporations.

June 17, 2025 Read Article

Our criminal courts protect victims. Our civil courts provide a forum for the peaceful resolution of disputes. Our family and surrogate’s courts guide families through what may be the most traumatic experience of their lives.

May 13, 2025 Read Article

As we reflect on the complexities of family law, let us work together to support our justices, understanding the weight of their responsibilities and the importance of their decisions.

May 13, 2025 Read Article

The Medicaid Asset Protection Trust (“MAPT”) is alive and well in the Elder law practitioner’s toolbox and is the best option for protecting real property.

May 13, 2025 Read Article

The federal government and the marketplace are undergoing revolutionary changes that will inevitably transform the business of law and operation of courts. The question arising from the uncertainty is, how so?

May 6, 2025 Read Article

In this guest post by Maria Torroella Carney, MD, FACP, learn what contributes to aging and what can be done to encourage healthy aging.

September 17, 2024 Read Article