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Julian Gray Associates
954 Greentree Road
Pittsburgh, PA 15220

Elder Law and Special Needs News

July 2019

 To Clients, Colleagues and Friends: 

We are proud to announce that Certified Elder Law Attorneys Cindy Alvear, Caitlin Harper, Jennifer Rose, Rob Schweitzer, Karen Timko and our Social Worker, Sue Cardello will all be teaching continuing legal education to lawyers at the Pennsylvania Bar Institute’s 22nd Annual Elder Law Institute taking place July 18-19 in Harrisburg, PA.

Featured Articles

Death Taxes in Pennsylvania

Taxes can be quite confusing generally, and even more so during the grieving process. Lets delve in to the topic of death taxes and see exactly what they include.  

How Gifts Can Affect Medicaid Eligibility
We’ve all heard that it’s better to give than to receive, but if you think you might someday want to apply for Medicaid long-term care benefits, you need to be careful because giving away money or property can interfere with your eligibility.

What's In The News

Social Security Disability Benefits: An Overview

Social Security offers two distinctly separate disability benefit programs with different purposes, eligibility requirements, and benefit levels.

How to Plan Your Funeral
Thinking about your funeral may not be fun, but planning ahead is helpful. It both lets your family know your wishes and assists them during a stressful time.
A Final Retirement Account Distribution Must Still Be Made After Death
Federal law requires that after you reach age 70 1/2, you must begin withdrawing a minimum amount from your retirement accounts. But what if you die after age 70 1/2 and before all the account funds have been distributed?

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