Category Archives: Elder Law
Third Circuit Court of Appeals Approves “Half-a-Loaf” Annuity
According to a recent decision in Federal Court, the duration of a short-term annuity does not remove it from the safe-harbor provisions of Medicaid regulations. For those using the Medicaid plan often referred to as “half-a-loaf, this decision means that even if the annuity is established with payments over a very short duration, it… Read More »
Alabama Supreme Court Upholds Nursing Home Arbitration Agreement Preventing Lawsuit for Injuries
When admitting a loved one to a long-term care facility, contracts must be signed. In those contracts are little-known and little-understood clauses called “arbitration agreements.” These clauses state that if there is any dispute between a resident and his family, the parties must use a third-party arbitrator instead of going to court. In short,… Read More »
Con Artist Caught in The Villages – Three Rules to Avoiding Elder Exploitation Scams
Just last month, a local man was arrested by the Sumter County Sheriff’s Office. According to The Villages-News, the man had a long history of scamming elderly residents. It seems there were 18 complaints filed against the man, Robert Wayne Williams. He pulled off his scams by posing as a reputable tree service provider… Read More »
Advanced Planning May Reduce the Risk of Elder Exploitation
It is a scenario Florida elder law attorneys have seen too many times. A potential client comes to the office to discuss her mother’s situation. Mom has been suffering from dementia for almost a year, but it is rapidly getting worse. When the client went to pay some of her mother’s bills, she noticed… Read More »
Life Insurance Scams on the Rise
Daniel Powell, a 34-year-old San Diego man, was sentenced to 10 years in federal prison last month for conning seniors out of more than $5 million. How? He ultimately did so using life insurance policies. Unlike many financial scams that focus on the promise of riches or quick money, these scams often focus on… Read More »
Florida Retirement Once Again an Attractive Option for Seniors
Between 2007 and 2009, the economic crisis in America resulted in widespread foreclosures. But certain regions were hit worse than others. For this reason, on February 19, 2010, President Obama unveiled a program known as the Hardest Hit Fund, which would provide substantial financial resources from the Troubled Asset Relief Program (TARP) in order… Read More »
Dispute over B.B. King’s Estate: Executors and their Role
According to NBC, blues legend B.B. King’s will is being contested by family members. Specifically, King’s heirs are challenging the will’s named executor, LaVerne Toney. Toney was King’s longtime business manager, as well as King’s power-of-attorney. King’s family – a representative board of five of King’s 11 surviving children – claims that Toney isolated… Read More »
