Blog Posts in 2019

All Posts
  • CASE STUDY - Third Party Special Needs Trusts
    CASE STUDY - Third Party Special Needs Trusts

    Minnie was a widow and had two adult children. Her son David had autism and some health problems. He lived alone in his own apartment and functioned independently, but worked only minimally and had a ...

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  • A MEDICAID PLANNING SUCCESS STORY
    A MEDICAID PLANNING SUCCESS STORY

    Arlene lived with a daughter in a different state. Her dementia had progressed so she couldn’t really participate in her own care anymore. She needed nearly 24/7 attention. Daughter suddenly told her ...

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