Ketching Up on Estate Recovery
By Doug Chalgian on February 1, 2016
Tomorrow, Tuesday, is a red letter day in the elder law world. The Court of Appeals will hear oral arguments in the matter of In Re Estate of...
The Self-Inflicted Drafting Defect that Keeps on Giving
By Doug Chalgian on January 6, 2016
Discretionary trusts are important for all sorts of reasons. Essentially, the law holds that when a beneficiary’s interest in a trust is subject to the pure and unfettered...
Important October BEM Changes
By Doug Chalgian on September 15, 2015
DHHS released new BEM language to take effect October 1, 2015. Click here to read them. Of particular note are the new provisions for long term care partnership...
VA and LTC Planning
By Doug Chalgian on September 13, 2015
I recently responded to a post on a listserv in which the issue of using irrevocable trusts to “protect assets” in order to obtain VA Aid and Attendance...
LTC Insurance Partnership Shows Signs of Life
By Doug Chalgian on March 29, 2015
This week, seemingly out of nowhere, the long awaited first blip of life for the long term care insurance public-private partnership appeared in the attached DHS memo. Click...
Uncapping Property Taxes: The New Planning Conundrum
By Doug Chalgian on February 2, 2014
As of January 1, 2014, a new exception exists in Michigan’s property tax uncapping rules. Generally, property taxes are uncapped (that is, the property taxes are based on...
Striking the Balance of Financial Integrity and Quality of Care for the Spouse of an Impaired Adult
By Doug Chalgian on July 28, 2013
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...
Local Courts Hold Ground in Medicaid Cases
By Doug Chalgian on June 8, 2013
The bad news is that the Attorney General is actively shopping around for Medicaid cases to attack. The good news is that local probate judges are - so...
An Inconvenient Obstacle to Community Based LTC
By Doug Chalgian on February 12, 2013
SummaryBecause asset protection strategies commonly used in the context of nursing home Medicaid are problematic in the context of MI Choice Waiver and PACE programs, a significant number...
Anatomy of a Senior Seminar Scam
By Doug Chalgian on December 20, 2012
When you reach a certain age you begin receiving invitations to "educational seminars." Often bright colored postcards in the mail, sometimes formalistic letters, even advertisements in the local...
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