Posts by Vanessa Carlson
What Is a Pooled Trust, and How Can It Protect My Benefits?
In certain situations, beneficiaries of programs like Supplemental Security Income (SSI) and Medicaid may be at risk of losing their benefits. For example, if they come into an inheritance or receive money in their own name from an accident settlement, their income and assets may exceed the thresholds set by these government programs. SSI and/or…
Read More9 Common Misconceptions About Pooled Income Trusts
Pooled income trusts are a viable way to gain and maintain Medicaid eligibility for many seniors, people with disabilities, and others. But there are some misconceptions surrounding these trusts, which are valuable tools for those in need of long-term care when their income exceeds Medicaid’s limits. Here are some common misconceptions and corresponding facts about…
Read MoreFDNY Special Needs Group Presents ‘Financial and Legal Considerations for Persons with Special Needs’
On Wednesday, April 30th, 2025, the FDNY Special Needs Group will be presenting “Financial and Legal Considerations for Persons with Special Needs.” For more information on this event, and to register, visit fdnyspecialneeds.org. Attorney Advertising
Read MoreThe Kensington White Plains Presents ‘Aphasia Explained: Expert Insights for Caregivers’
On Tuesday, January 21st, The Kensington White Plains will be offering an informative and educational event focused on understanding Aphasia. For more information, and to register, visit thekensingtonwhiteplains.com.
Read MoreHow Can a Geriatric Care Manager Help My Aging Loved One?
Navigating the challenges of aging can be stressful for older adults and their caregivers. Geriatric care managers support and direct older adults and their family members as they plan and arrange care. These care managers are also sometimes known as aging life care managers. What Is a Geriatric Care Manager? Geriatric care managers can organize…
Read MoreMedicare Open Enrollment
The Medicare Open Enrollment Period started on October 15th and ends on December 7th. This open enrollment period allows all people with Medicare to be able to review and update their Medicare health plans and prescription drug coverage to better meet their needs. The changes made during this enrollment period take place effective January 1,…
Read MoreKommer Bave & Ciccone LLP Walks To End Alzheimer’s
This weekend, the KBC LLP team walked to support the effort to end Alzheimer’s disease and other dementias. It was a beautiful day to get out for an important cause and be part of the huge effort by the Westchester Community to make a difference in this fight. Attorney Advertising
Read MoreModifying An Irrevocable Trust Through Trust Decanting
A trust is a legal document establishing a legal relationship in which one person (trustee) holds title to property, subject to an obligation to keep or use the property for the benefit of another (beneficiary). Trusts can be revocable or irrevocable. If you (the grantor) choose to create a revocable trust, you can modify it…
Read MoreLiving Trusts: Revocable vs. Irrevocable
Trusts can be useful tools to protect your assets, save on estate taxes, or set aside money for a family member. You may be considering adding this kind of legal document to your own estate plan. Before you commit to establishing a trust, make sure you understand the differences between revocable and irrevocable trusts. Each…
Read MoreAdult Guardianship – Key Facts to Know
Guardianship of an adult is a court-supervised arrangement where one person assumes responsibility for an adult who is incapacitated. If a loved one starts experiencing memory loss or becomes unable to make decisions for themselves for any other reason (including accident or sudden illness), you may consider asking the court to appoint a guardian for…
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