Volume 30 Issue 3

Kentucky Waiver Case

By  David Michael Goldfarb, Esq., and Ron M. Landsman, Esq., CAP
Low-income Kentuckians won a signal victory last month in a suit challenging the Trump Administration’s attempt to undo Medicaid by administrative sleight of hand.

Paying Retirement Benefits to Trusts

By  Mark D. Munson, CELA
Conventional wisdom strongly suggests that paying retirement benefits, such as 401(k)s, 403(b)s, traditional individual retirement accounts (IRAs), and Roth IRAs, to a trust is a bad idea because it accelerates the payout period from a retirement ben

Promissory Notes – The Do’s and Don’ts

By  Howard S. Krooks, JD, CELA, CAP
The purpose of this article is to give practitioners a list of do’s and don’ts that will facilitate the successful use of promissory notes in jurisdictions that permit their use.

The Subversion of Medicaid Planning That Hurts Spouses and Families

By  NAELA Publications
The NAELA Litigation Committee is interested in learning more from NAELA members about how our clients are being served

Sustainable Home Care Part 2

By  John L. Roberts, CELA
Beginning in 2006, Susan Gallagher provided 24/7 home care to an impecunious 95-year-old Marist priest at his apartment in Boston.

Featured Member: Michael J. Amoruso, Esq., CAP

By  Howard S. Krooks, CELA, CAP, and Vincent J. Russo, CELA, CAP
Meet NAELA’s 31st President Michael J. Amoruso, Esq., CAP.

DRA Crisis Planning Strategy

By  Michael J. Amoruso, Esq., CAP
An overview of the rules, drafting suggestions, and tax considerations involving the DRA-compliant promissory note.

Member Practice Spotlight On Miles P. Hurley, CELA

By  Abby Matienzo
Bryan Adler, CELA, interviews Miles P. Hurley, CELA, about his elder law practice.

2018 Annual Conference

By  Professor Roberta Flowers and Professor Rebecca Morgan, CAP
Informative presentations, preconference workshops, and networking opportunities in New Orleans.​

2018 Annual Conference: Seminar Reviews

By  Ruth Ratzlaff, Esq.; Eric Einhart, Esq. and Leonard E. Mondschein, CELA, CAP
Reviews of 3 sessions at the 2018 NAELA Annual Conference in New Orleans

Setting and Crossing Boundaries Between Financial and Health Care Powers of Attorney

By  Josh Ard, Esq.
There are at least two types of durable powers of attorney. In theory this is fine, but it creates issues in practice.

Medicaid Planning in the Guardianship Context

By  Eric Einhart, Esq.
In many cases, the loss of capacity coincides with an individual’s need for long-term care.

2018 NAELA Summit

By  Wendy Shparago Cappelletto, Esq., CAP, and Tamara E. Trujillo, Esq.
Mark your calendar to be in Chicago for the 2018 Summit, November 15–17, 2018.

President's Message: The NAELA Spirit

By  Michael J. Amoruso, Esq., CAP
Thirty years ago, NAELA was founded by a handful of attorneys who were brought together over a common desire to better serve seniors and those with special needs.

Call for NAELA Board Nominations

By  Hyman G. Darling, CELA, CAP
On behalf of the NAELA Nominating Committee, I invite you to consider serving on the Academy’s Board of Directors, or consider nominating a colleague.

States Target Prior Quarter Coverage for Removal by Waiver

By  David M. Goldfarb, Esq.
States waiving prior quarter coverage is not new. This time, however, things are different.

Jul/Aug/Sept 2018

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