Call Us: 941.747.0001

  • Home
  • About Us
    • Who is Donna Irvin Sobel?
    • Our Team
  • Services
    • Planning for Incapacity & Death
    • Paying for Care
    • Post-Death Administration
  • Resources
    • Elder Law Tips
    • Helpful Links
  • News
  • Questions? Contact Us

Gifts to Grandchildren: What Do UGMA and UTMA Have to Do With Grandma?

The Uniform Gifts to Minors Act (UGMA) and the Uniform Transfers to Minors Act (UTMA) are sometimes called the “granddaddies” of college savings accounts. Both allow parents to establish custodial accounts for a minor child, and a grandparent can then make gifts to...

States Move to Immunize Nursing Homes from Liability During Coronavirus Pandemic

Chronic understaffing. Low-wage caregivers. Difficulty containing infections. These are problems that nursing homes faced in the best of times but that have proved especially deadly as the coronavirus pandemic has spread like wildfire though long-term care facilities....

Some Nursing Homes and Assisted Living Facilities Are Snatching Residents’ Pandemic Relief Checks, FTC Warns

The Federal Trade Commission (FTC) is warning residents of long-term care facilities and their families that some facilities may unlawfully require residents who are on Medicaid to sign over their $1,200 pandemic relief checks. “This is not just a horror story making...
Next Entries »

Recent Posts

  • 2024 Annual Gift and Estate Tax Exemption Adjustments
  • Estate Planning Basics: What Is a Beneficiary to a Will?
  • What to Know About Being a Health Care Proxy
  • Are Wills Public Record?: Estate Planning Q&A
  • Estate Planning for Your Digital Legacy

Elder Law News

Maximum CSRA to Rise More Than $11,000 in 2023, ELA Member Predicts

With the September 2022 Consumer Price Index for All Urban Consumers (CPI-U) announced October 13, Pennsylvania ElderLawAnswers member Robert Clofine has made his annual prediction of next year’s Medicaid spousal impoverishment figures. In an email to his colleagues...

Upcoming SCOTUS Review of Challenge to Section 1983 Could Impact Access to Medicaid, Other Benefits

In November 2022, the United States Supreme Court will hear oral arguments on Health and Hospital Corporation of Marion County v. Talevski. This case poses the question of whether the Supreme Court should re-examine its holding that spending clause legislation permits...

Medicaid Applicant’s Start Date Should Have Been Earlier, but Penalty for Gifts During Lookback Period Was Appropriate

A New Jersey administrative division finds that a married couple applying for Medicaid made an annuity irrevocable and could therefore qualify for Medicaid on an earlier date. However, it also determines that the applicant and her spouse failed to rebut the...

Links

  • Who is Donna Irvin Sobel?
  • About Us
  • Services
  • Contact
  • Resources
941.747.0001
4900 Manatee Ave W, Bradenton, FL 34209

© Copyright 2022 Donna Irvin Sobel P.A.   |  WordPress by Abacus Web Services