Arizona Restricts Use of “Self-Settled” Special Needs Trusts
JANUARY 12, 2004 VOLUME 11, NUMBER 28 Last week Elder Law Issues described how a “Special Needs” trust can be used to protect the beneficiary’s access to public benefits programs like Supplemental...
View ArticlePending Insurance Claim Is Not “Available” to ALTCS Applicant
FEBRUARY 23, 2004 VOLUME 11, NUMBER 34 It makes sense that someone seeking to qualify for public benefits would want to argue that they do not have assets available to them. Sometimes, however, an...
View ArticleNew Uniform Trust Code Does Not Permit Termination of Trust
MAY 24, 2004 VOLUME 11, NUMBER 47 Revocable living trusts have become immensely popular for estate planning in the past few decades. Once used primarily for commercial endeavors (like railroads, steel...
View ArticleJanuary Session Will Focus On Paying for Long-Term Care
NOVEMBER 16, 2009 VOLUME 16, NUMBER 61 Do you wonder what will happen if you are no longer able to live independently? Will you have to “go into a home?” Is a nursing home the only way to go, or are...
View ArticleSupport Can Be Awarded After Child’s Majority In Some Cases
APRIL 12, 2010 VOLUME 17, NUMBER 12 Most people are familiar with modern concepts of child support. It can be awarded to the custodial parent in a divorce proceeding. The amount of support is usually...
View ArticleCan My Brother’s Special Needs Trust Pay His Property Taxes?
DECEMBER 6, 2010 VOLUME 17 NUMBER 37 A client’s question: My brother has a special needs trust, and I am the trustee. He lives in his condo and gets services from AHCCCS and ALTCS. Can the trust pay...
View ArticleWe Invite Your Questions, and Answer a Few
MAY 30, 2011 VOLUME 18 NUMBER 19 Periodically we try to answer some of our readers’ frequent questions, which we enjoy receiving. Some more recent questions and our quick attempts at simple answers...
View ArticleWhy You Should Not Create a Special Needs Trust
JANUARY 16, 2012 VOLUME 19 NUMBER 3 Let’s say you have a child with “special needs,” or a sister, brother, mother or other family member. You have not created a special needs trust as part of your own...
View ArticleNot a Policy Wonk or Wannabe? Skip This Week’s Elder Law Issues
AUGUST 6, 2012 VOLUME 19 NUMBER 30 The Director of Arizona’s Medicaid program (AHCCCS – the Arizona Health Care Cost Containment System) testified last month before the United States Senate Special...
View ArticleMedicare Savings Programs: QMB, SLMB, QI, QDWI and Extra Help
FEBRUARY 9, 2015 VOLUME 22 NUMBER 6 Health care programs for the elderly, the poor and the disabled can be complicated and confusing. We frequently find that clients are unclear about the differences —...
View ArticleUnreachable Joint Account Makes Applicant Ineligible for Medicaid
NOVEMBER 14, 2016 VOLUME 23 NUMBER 43 Paul (that’s not his real name) needed long-term care. His health and his mental capability had both declined, and he could no longer handle his personal affairs...
View ArticleTwo Words (“The Individual”) Make a Big Difference
DECEMBER 12, 2016 VOLUME 23 NUMBER 46 Congress may be in a historic post-election lull, but the end of the year can sometimes see surprising, bipartisan progress. With passage by the U.S. Senate of the...
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