Ohio is one of few states that allows funding of a “Pooled” trust for persons over 65 years of age. What is a pooled trust?  A pooled trust holds assets of disabled Read More

The U.S. Department of Health and Human Services Office of Inspector General (OIG) has issued an “early alert” titled “The Centers for Medicare & Medicaid Services Has Inadequate Procedures to Ensure That Read More

CMS (Centers for Medicare & Medicaid Services) has proposed new rules which would reverse Obama administration rules banning pre-dispute binding arbitration provisions for long-term care facility (nursing home) contracts. The new rule Read More

In most cases an IRA account inherited by a child from a parent can currently continue to be held in a tax-free state, except that the child will be required to take Read More

Until last December, a person who wanted to create a special needs trust with their own funds couldn’t set it up themselves.  Instead they had to have the trust created by a Read More

The Obama-era MyRA program was designed for those who didn’t have access to a 401(K) or other retirement plan at work. The Treasury Department is terminating the program, according to the New Read More

I recently was shown a letter from an assisted living facility giving the opinion that my client could deduct 17% of the payments made to the facility the year before. They estimated Read More

On August 1, 2016, Medicaid was transformed for those who are looking for nursing home or home care services. Prior to August 1, 2016, Ohio revised some of its regulations to prevent Read More