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NY gift incurs Medicaid penalty even when used to pay for care


A New York appeals court ruled that a mother’s gift to her daughter incurred a Medicaid transfer penalty, even when the daughter used part of the money to pay for her mother’s care. Petitioner Martha Weiss gave $78,237 to her daughter, who used the majority ($41,600) of the money to … Continue reading


Elder law attorney pleads guilty to stealing client funds


South Jersey elder law attorney Barbara Lieberman reportedly plead guilty today to stealing millions of dollars from her clients. According to the American Bar Association: “Prosecutors said Lieberman… used fake powers of attorney… to steal from clients who often had no close family members to intervene. All told, victims were … Continue reading


Do you need a special needs trust?


If you are unable to work due to a long-term disability, then you may be eligible for subsidized healthcare (Medicaid), cash assistance (SSI), and other benefits.  (For people with developmental disabilities, Medicaid is especially important, as New Jersey’s Division of Developmental Disabilities (DDD) now requires people to be on Medicaid … Continue reading


Social Security rates rise in 2015


The Social Security Administration (SSA) announced today that social security rates will rise by 1.7% in 2015, as a cost-of-living adjustment. In addition to social security retirement benefits that most seniors get, this rate increase will also benefit people who receive Social Security Disability Insurance (SSD) and Supplemental Security Income … Continue reading


The Trouble with Legal Forms


E-commerce is seeping into everything these days, including estate planning.  Online for-profit companies offer to generate a Power of Attorney document for you, using pre-fabricated forms that you plug your information into without ever consulting an attorney. On the non-profit side, hospitals and other providers offer form Healthcare Directive documents … Continue reading


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Homepage photo: Cows grazing at Meadowbrook Farm, Bernardsville, NJ by Siddharth Mallya. October 23, 2012. http://en.wikipedia.org/wiki/File:Autumn_Leaves_13.jpg.
Interior photo: Somerset hills pastoral scene by Lawrence Friedman.