Many people have heard of the annual exclusion for gift tax, but there are several points on this issue that are easily confused. In order for an estate plan to be effective, various concepts must be… more →
Michigan Elder Law & Estate PlanningJerrold Bartholomew wrote 3 months ago: When both spouses of a married couple need nursing home care, the most immediate result is a catast … more →
Jerrold Bartholomew wrote 5 months ago: It is very common to hear annuities described as “Medicaid friendly.” Most people hearin … more →
Jerrold Bartholomew wrote 6 months ago: The Centers for Medicare and Medicaid Services (CMS) has published their long-anticipated 5 star rat … more →
Jerrold Bartholomew wrote 8 months ago: Medicaid qualification is full of its own jargon that can make the process a mystery to almost anyon … more →
Jerrold Bartholomew wrote 11 months ago: Question: I approached my local Veterans’ Administration office for information about the Aid … more →
Jerrold Bartholomew wrote 11 months ago: The Michigan Department of Human Services has enacted several changes to the Medicaid eligibility ru … more →
Jerrold Bartholomew wrote 1 year ago: There are two apparently contradictory themes running throughout this blog and indeed the field of e … more →
Jerrold Bartholomew wrote 1 year ago: There are a variety of reasons why one may wish to rescind an irrevocable trust, even if only in par … more →
Jerrold Bartholomew wrote 1 year ago: When one spouse requires long-term care in Michigan, the Department of Human Services will do an as … more →
lawman83 wrote 1 year ago: Yours Truly scored a victory for community spouses of Pennsylvania nursing home patients on Tuesday, … more →
Jerrold Bartholomew wrote 1 year ago: Sue Schiebel has written an excellent article on Medicaid Planning. While her article concerns MassH … more →
Jerrold Bartholomew wrote 1 year ago: Many of my clients are uneasy about placing their assets into a trust as part of an asset protection … more →
Jerrold Bartholomew wrote 1 year ago: Yesterday, I learned of a case where a small insurance policy caused an extended period of ineligibi … more →
Jerrold Bartholomew wrote 1 year ago: You have perhaps heard that Michigan passed a form of estate recovery in September of 2007, becoming … more →
Jerrold Bartholomew wrote 1 year ago: Mr. David Goldman has raised some interesting points regarding the free durable power of attorney po … more →
Jerrold Bartholomew wrote 1 year ago: The process is of applying for Medicaid long term care assistance can be somewhat difficult. The do … more →
Jerrold Bartholomew wrote 1 year ago: It is important to understand the basic rules of qualifying for Medicaid Long Term Care Assistance i … more →
Jerrold Bartholomew wrote 1 year ago: The durable power of attorney is an extremely valuable estate plan document. It allows one person to … more →