top of page
Search
Four Estate and Elder Law Planning Topics That You Should Not Neglect
We have all heard the saying “life is full of regrets”. I have compiled a list of the most common regrets that I often hear from...

Salvatore Di Costanzo


Proving That a Transfer Was Not Made in Order to Qualify for Medicaid
Medicaid law imposes a penalty period if you transferred assets within five years of applying, but what if the transfers had nothing to...

Salvatore Di Costanzo
My uncle needs help caring for my aunt at home, but I've been told that their limited income is still too high to qualify for assistance. Is there anything I can do?
Co-authored by Joanna C. Feldman We’re so glad you asked this question, which shows pervasive misinformation that causes unnecessary...

Salvatore Di Costanzo


New Federal Law Puts Focus on Preventing Elder Abuse
A new federal law is designed to address the growing problem of elder abuse. The law supports efforts to better understand, prevent, and...

Salvatore Di Costanzo
My sister passed away. She named me as the Executor in her Will. Now what?
Co-authored by Joanna C. Feldman This is a question that often comes up in the midst of the grief of losing a loved one. The thought of...

Salvatore Di Costanzo
When do I need a revocable trust?
Remember, the purpose of a revocable trust is to avoid probate and following fact patterns make it a necessity to use a revocable trust....

Salvatore Di Costanzo
I am being told to transfer a parent’s brokerage account to me to qualify them for Medicaid. Do I need to sell the underlying investments for this to happen?
Obtaining eligibility for Medicaid often requires transferring assets to a spouse or other family members. When transferring assets, one...

Salvatore Di Costanzo
Avoiding a Medicaid Lien or Estate Claim
For many families, a good portion of their wealth exists through the equity in their home. The home may also be the most sentimental...

Salvatore Di Costanzo


How Will the New Tax Law Affect You?
While most of the new tax law – the Tax Cuts and Jobs Act – has to do with reducing the corporate tax rate from 35 percent to 21 percent,...

Salvatore Di Costanzo


AARP Sues California Nursing Home Over Resident Dumping
The legal wing of the AARP is suing a California nursing home that refused to readmit a resident whom the nursing home had sent to the...

Salvatore Di Costanzo


Two Popular Medigap Plans Are Ending. Should You Enroll While You Can?
If you will soon turn 65 and be applying for Medicare, you should carefully consider which Medigap policy to enroll in because two of the...

Salvatore Di Costanzo
How does Medicaid treat the 529 plans for my grandchildren?
A 529 plan is a very common planning technique used by grandparents to fund a grandchild’s college education. Simply stated,...

Salvatore Di Costanzo
My Father is 85 years old and needs care. He never did any planning - is it too late?
Contrary to popular belief, it is never too late. An elder law attorney can work to implement many different techniques even at the...

Salvatore Di Costanzo
Spending Down Your Assets is Not a Plan!
In a perfect world, everyone would craft an estate and elder care plan well in advance of having to implement it˗ but the world isn’t...

Salvatore Di Costanzo
When do you use a Special Needs Trust?
Special Needs Trusts are an integral part of almost every estate plan. I use them in most of my estate planning documents. There are...

Salvatore Di Costanzo
At what age should I start thinking about estate planning?
You are never too young to draft your estate planning documents. I am sure you would agree that anything can happen to anyone at any...

Salvatore Di Costanzo
Special Needs Trusts: First Party vs. Third Party Trusts
Special Needs Trusts are an integral part of almost every estate plan, yet, most people do not realize this. Typically, those who...

Salvatore Di Costanzo


Can Medicaid take my annuity if I go into a nursing home?
Annuities are very complicated and often sold to individuals without considering their interplay with Medicaid eligibility. While there...

Salvatore Di Costanzo


Medicare's Part B Premium Will Be Unchanged in 2018, But Many Will Pay More. Got That?
The announcement of the 2018 Medicare premium is good news for some beneficiaries and bad news for many others. The good news is that...

Salvatore Di Costanzo


Three Reasons Why Giving Your House to Your Children Isn't the Best Way to Protect It From Medicaid
You may be afraid of losing your home if you have to enter a nursing home and apply for Medicaid. While this fear is well-founded,...

Salvatore Di Costanzo
bottom of page