Allen & Spence Blog
Is Transferring Assets to Qualify for Medicaid the “Right” Thing to Do?
At a party years ago, another lawyer asked me what an Elder Law attorney does. I explained that, among other things, I helped people qualify for Medicaid to pay for their nursing home care while protecting their house and money for their spouse and children. The...
How to Get a Tax ID Number for an Estate or Trust
When you open an Estate or set up certain kinds of trusts, you’ll need to obtain a Tax Identification Number (also called an Employer Identification Number or EIN) from the IRS. Just like your Social Security number is linked to your bank accounts and investments so...
What if your Medicaid Application is Denied?
What if your Medicaid application is denied? We’ve been helping clients apply for Medicaid in Wake County and other counties throughout North Carolina for over twenty-five years. During that time, we’ve sometimes encountered caseworkers who unfortunately don’t know or...
How to Close an Estate or Guardianship
How to Close an Estate or Guardianship: Tips on Preparing the Final Account Opening an estate is fairly easy – you show up at the courthouse with the death certificate and a Will and the Clerk’s office will give you the necessary paperwork to qualify as the Executor...
Do you really need a Revocable Living Trust?
Do you really need a Revocable Living Trust? I often receive calls from clients asking if I could set up a Revocable Living Trust for them. Sure, I can, but the real question is why do you think you need a trust? Who should you listen to? Many people believe they need...
Information for your Elder Law Attorney
What information does your Elder Law Attorney need to know? If you’re meeting with an Elder Law attorney to discuss how you can protect your assets and qualify for Medicaid, VA Benefits, or another program to help pay for the cost of a nursing home, you’ll need to...
