Medicaid Planning Seminar

Are you concerned about protecting your assets if you need Medicaid for nursing home care  in New York? Do you have questions about the Medicaid assets limits and the Medicaid look-back? “14 Ways to Preserve Your Assets with the New York  Medicaid Laws” seminar will be presented for free  at the Clarence Senior Center, 4600 Thompson Rd, Clarence, NY 14031 on Thursday, April 6, 2017 at 1:30 PM . View Full Post
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Missouri’s Longest Preneed Audit: Continued Until October

By | Death Care Compliance Law | March 28, 2017
After five months of trading Complaints and Answers, the Missouri State Board of Embalmers and Funeral Directors and the Missouri Funeral Trust have been assigned an October hearing date before the Administrative Hearing Commission.   The dispute between the State Board and the MFDEA’s master trust program has been waging for years over issues such as the Board jurisdiction, and whether the Board possesses the requisite authorities to inspect records and require the creation of new types of preneed records.    View Full Post
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Family Cottage LLC Operating Agreement

“10 Advantages to Cottage LLCs”  and “11 Steps to Forming a Family Cottage LLC” were  discussed earlier this month. The New York Family Cottage Limited Liability Company (LLC) operating agreement should address these issues:  Do family members have the first right of refusal before the cottage can be transferred to a non-family member or ex-spouse? View Full Post
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Living Wills and Health Care Proxies

By | Probate & Estates Blog | March 26, 2017
When I do Wills for clients, I always discuss the option of doing Living Wills and Health Care Proxies.  I consider these so important, and so fundamental to proper practice, that I offer them at no additional charge.  Here are the basics: LIVING WILL – This is a person’s written declaration that if they are in a hopeless situation, they do not want to be kept alive artificially.   View Full Post
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Missouri Financial Exam Documents: Insurance Policies

By | Death Care Compliance Law | March 24, 2017
The financial examination records sought by the Missouri State Board of Embalmers and Funeral Directors two bullet points directed at insurance funded arrangements: A current statement from any/all applicable insurance companies with which you have insurance-funded preneed contracts for each active preneed contract A current listing of any other insurance assignments which require insurance funded preneed contracts that are not included in the above bullet The first bullet point seeks the statements provided by such companies as Homesteaders, Forethought and National Guardian Life, where the preneed seller has a contractual relationship with the insurance company. View Full Post
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