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Estate Planning, Probate, and Elder Law

Blog

Welcome to our blog, where you will find more information regarding estate planning, successions and probate, wills, trusts, special needs planning, Medicaid and long-term care planning in Louisiana.

Starting the Five Year Look-Back Period for Medicaid

Under current law, Medicaid will impose a penalty for transfers (donations, gifts, etc.) made within the prior five years of applying for Medicaid long-term care. One method of protecting assets from Medicaid spend-down (e.g. nursing home spend-down) is to transfer assets prior to five years of applying for Medicaid. Assets such...

Wills vs. Trusts: A Quick & Simple Reference Guide

Confused about the differences between wills and trusts?  If so, you’re not alone. Here’s a quick and simple reference guide: What Revocable Living Trusts Can Do – That Wills Can’t ●      Avoid a conservatorship and guardianship. A revocable living trust allows you to authorize your spouse, child or other trusted person...

Critical Agent Powers to Include in Louisiana Powers of Attorney

  An important part of estate and elder law planning is planning for incapacity. Planning for incapacity is often overlooked as estate planning is typically focused on distributing assets after death. Increasing life expectancies will continue to drive the need to plan for incapacity. For example, one in nine people age...

Planning Tips for Special Needs Trusts

I would like to take this opportunity to thank the wonderful organization Acadiana Families Helping Families for inviting me to speak at their 2016 Family Forum “Your Journey…Guiding You Through” in Scott, Louisiana on April 28th. We had a great audience who asked many questions about planning for a loved one...

Planning for Persons with Disabilities

I had the pleasure of serving on the attorney panel for the East Ascension ARC Life Planning for Persons with Disabilities Conference in Gonzales on April 30, 2016. Much of the program focused on SSI, SSDI, Medicaid and special needs trusts. This blog post will review some of the planning concerns...