by Allison DePaola | Apr 22, 2015 | Connecticut Estate Planning Attorney Blog, Estate Planning
The motivation for this question almost always is that the parent feels that adding the child’s name to an account will allow the child convenient access if the parent needs help managing things. Another reason is the belief that making the account “joint” will avoid...
by Allison DePaola | Mar 28, 2015 | Connecticut Estate Planning Attorney Blog, Long Term Care Issues, Medicaid and Long Term Care, Veterans
The Department of Veterans Affairs announced on Tuesday, March 24, 2015 that Veterans care at a private medical care facility will now be paid for by the government if: (1) the veteran had to wait more than thirty (30) days for an appointment; or (2) the veteran lives...
by Allison DePaola | Feb 19, 2015 | Connecticut Estate Planning Attorney Blog, Estate Planning, Medicaid and Long Term Care, Special Needs Trusts
Background Signed into law by President Obama on December 19, 2014, the ABLE Act creates a new and more accessible financial tool for Americans living with disabilities. The ABLE Act amends Section 529 of the IRS Code to create tax-free savings accounts available to...
by Allison DePaola | Feb 17, 2015 | Connecticut Estate Planning Attorney Blog, Long Term Care Issues, Medicaid and Long Term Care, Veterans
On January 23, 2015, the VA issued proposed new regulations that would impact the application process and eligibility determination for Veterans and their surviving spouses. Some of the proposed regulations include: A 3 year look back period for gifts/transfers of...
by Allison DePaola | Feb 3, 2015 | Connecticut Estate Planning Attorney Blog
We’re looking for a motivated 2L or 3L law student who loves planning and strategizing to help clients protect what is important to them. Areas of practice you will be exposed to: Estate Planning and Administration: basic to complex estate planning, including asset...
