The Listen to Lawrence Letter: Will making gifts for college tuition affect my Medicaid eligibility?

DAVIDOWLAW Blog Post

Dear Clients and Friends, Today’s LISTEN TO LAWRENCE LETTER is a follow-up question to Tuesday’s LETTER regarding a pattern of gifting and how Medicaid treats it. I hope this LETTER drives home the point. CLIENT QUESTION: I gift each year to my Grandkids towards their college tuition. Can these gifts be exempt from the Medicaid look back? I …

Listen to Lawrence…Do beneficiaries receive a house in a trust at the value it was when it was place in the trust or the stepped up value?

DAVIDOWLAW Blog Post, Uncategorized

LISTEN TO LAWRENCE LETTER Dear Clients and Friends, This is why The Listen to Lawrence Letter is so useful! You will see a very common question below that if not answered correctly, can evolve into the creation of misinformation causing serious and unnecessary concern. When the wrong information is passed around, it …