Attorney-CPA Joe Cordell and co-host Susan Arthur answer listener questions about relevant topics pertaining to Medicaid, long-term care, estate planning, and more.
Joe and Susan describe what undue influence is and how evidence of cognitive issues can help support the legal claim. They also dive into some of the estate planning aspects of the Jeffrey Epstein case regarding his trust.
They answer a question regarding whether or not a car and house of a listener’s mother should be sold, so that the mother can qualify for Medicaid. Joe highlights the protections surrounding cars, as it pertains to Medicaid eligibility.
Joe and Susan talk about how moving states impacts the estate plan and details how difficult ancillary probate can be for intended beneficiaries. They discuss revocable trusts and whether or not the owner of the trust has an obligation to inform a trustee, if they wish to change trustees.
They also discuss whether or not the sale of antiques within a house can be used to pay for long-term care and whether or not that would affect Medicaid eligibility. Joe and Susan stress the importance of creating a specific plan with an elder law attorney.