June 2017         

         


Message From Our Office

Welcome to summer; at least that's what the calendar says, though the weather lately has not felt that way.  

Peter attended a training program through the Wisconsin chapter of the National Academy of Elder Law Attorneys on June 22 - 23.  This was advanced training for Elder Law Attorneys in Wisconisn.  In this rapidly changing field of Elder Law it is important to stay up to date on the most current issues and topics.  Please call to schedule a time to meet with Attorney Grosskopf to discuss your personal issues.   



Can I Create a Special Needs Trust in My Will to Benefit My Husband?

I am age 74. Can I create a special needs trust in my will to benefit my husband if he ever needs Medicaid assistance to pay for long-term care? If I do create such a trust, what happens to the funds during his lifetime if he never needs care or never nee

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Beware Medicare's Penalties for Late Enrollment

For this reason, Medicare imposes fairly significant late-enrollment penalties for those who postpone signing up.  To encourage everyone to sign up when they first become eligible, the program increases premiums based on how long a beneficiary waits to enroll.  

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DOL Announces That Fiduciary Rule Will Go Into Effect June 9

After initially delaying a rule intended to prevent financial advisers from steering their clients to bad retirement investments, the Department of Labor announced that the rule will go into effect on June 9, but its future is still unclear.

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The Use of Immediate Annuities in Medicaid Planning for Married Couples

Immediate annuities can be a useful tool to protect the spouse of a nursing home resident who applies for Medicaid.

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New Protections for Nursing Home Residents

New Obama-era rules designed to give nursing home residents more control of their care are gradually going into effect. 

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Will a Prenuptial Agreement Protect a Spouse's Assets From Medicaid?

I am a senior contemplating marriage. We will have a prenuptial agreement shielding “Separate Property Assets” from access by the other spouse. My question is, in New York State, if one of the spouses is in a nursing home and must use Medicaid to pay expe

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Proving Age Discrimination Is Difficult

As baby boomers continue to work past retirement age, age discrimination lawsuits are becoming more common. While many older employees say they have experienced discrimination, proving it is difficult.

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Can a Nursing Home Prevent a Mentally Competent Resident from Leaving?

The managers of a skilled nursing facility are preventing a mentally competent wheelchair user who lives in the facility from coming and going as she pleases. She would like to roll around the neighborhood and take public transportation to shop, go to mov

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