Among Friends

[Mindy D]

@CatsyCline @If your mother is alive, couldn't she revoke the trust, sell the house, take the exemption and then reset another trust with the cash from the sale in it? 

[Mindy D]

@Zhills @This friend might be doing the same thing to multiple people. I hope someone has reported this person to law enforcement. BTaw, I have heard of lawyers and financial professionals acting similarly. If there are similar cases, this friend might be illegally acting in bad faith and be in violation of some laws. Just putting this con person on LE's radar might help prevent this from happening to someone else. I'm very sorry for what happened to your friend and his wife and the rest of his family. 

[Trailrun23]

An eldercare attorney is by far the best to handle legal issues with your parent's estate. We had one recommended to us by.a friend and he was a real help. Every state has  different laws regarding different areas of finanical obligations when someone dies....this attorney helped me do a trust and avoid having the state taking my mother's home when she passed. Navigating through the Medicare, Medicaid, SS maze is daunting and not intuitive at all. Many eldercare attorneys charge a flat fee...and don't bill any hourly charges. They specialize in all things related to elderly legal issues.

[patbz]

When my elderly parents lived in MD and I lived in CA, after hiring their 24/7 homecare team ( and having them in place for two years),I hired A certified geriatric care specialist to come in and assess my plan.  She approved everything but suggested I prepay their funerals and their interment at Arlington.  I took these suggestions and when I got the "call" one morning about my Dad's passing everything worked out beautifully. About 5 years after that my cousin got a Masters in Geriatric Management ( its a growing specialty).

[CatsyCline]

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@Mindy D wrote:

@CatsyCline @If your mother is alive, couldn't she revoke the trust, sell the house, take the exemption and then reset another trust with the cash from the sale in it? 

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@Mindy D   no, the trust is irrevocable.  we tried every angle.  

[PhillyGirl23]

WHAT????????????????

You act as though people cannot handle their own affairs and are helpless! My goodness. 

My parents live in a swanky, very expensive, retirement community. There is a health care center there. They are extremely intelligent, capable people and have their accounts, etc. in order. They certainly don't need my interference. If they need additional care, it's available.

Don't post something like this assuming that all families are in need of an intervention! 

EVERY situation and EVERY family is different. 

EAt up your life??? It sounds as though your family is a mess