Medicaid Planning BootCamp

By Ajeera Phillips on September 11, 2023

This Thursday September 14th is the Medicaid Planning BootCamp  for Lawyers! If you are a Lawyer Come and learn about Medicaid Planning and more with lunch included. Get...

Elder Bankruptcy

By Christopher Smith on February 5, 2018

Fixed incomes and fixed assets make older adults particularly vulnerable to financial fluctuations.  A bad investment, an unexpected medical crisis, a financial predator or an unwise financial decision resulting from cognitive decline can quickly turn an older adult’s financial world upside down.

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Their Greatest Gift

By Amy Tripp on September 26, 2017

I knew early in law school that I wanted to do something with people with disabilities, including issues of aging in vulnerable adults. When I was in high school, I had the opportunity to do some volunteer work at a couple of our local nursing homes, and that was always intriguing. After law school, the first Medicaid application I did was for my 97-year-old great-grandmother, who was admitted to a skilled nursing home for her end-of-life experience. I had never done a Medicaid application – so this was new for me – and hers was a fairly simple, straightforward application. She hadn’t owned a home for several years, and she had very modest savings.

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Here’s another balance that’s hard to strike – and hard to help clients understand and decide. Typical example: Husband and wife have been married 50 years.  They are both...