Estates/Elder Law Blog

10 Alternatives to Traditional Burial Arrangements

Sep. 4, 2018

ASHES TO ASHES, DUST TO DUST, WHAT ABOUT A DIAMOND, A TREE, OR POTTERY INSTEAD? 10 ALTERNATIVES TO TRADITIONAL BURIAL ARRANGEMENTS By: MWB Attorney Lisa M. Rothman As attorneys at McGuire Wood & Bissette who focus their practices on estate planning, estate administration, trust administration,…

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MWB Attorney Harris Livingstain Blog: Use Your IRA Wisely After Passage of Tax Cuts and Jobs Act

Jul. 23, 2018

Passage of the Tax Cuts and Jobs Act in Late 2017 has impacted taxpayers who use itemized deductions to reduce their Federal taxes. In his article, MWB Attorney Harris Livingstain explains the challenges of the new law and offers advice on how to adjust to the new…

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Elder Abuse—Know the Warning Signs

Jun. 14, 2018

As I checked the news this morning, one particular story caught my eye—a “manager” and “caregiver” for Stan Lee (the famous Marvel comic book writer, editor, and publisher) was arrested for filing a false police report.  This arrest follows a welfare check for Mr. Lee…

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Kathleen Rodberg Presents Recent Developments in North Carolina Estate & Elder Law

Mar. 5, 2018

Kathleen Rodberg, a member of our Trusts, Estates & Elder Law team, presented recent developments in North Carolina law at the North Carolina Bar Association’s 22nd Annual Elder and Special Needs Law Symposium.  The Symposium was at Pinehurst Resort in Pinehurst, North Carolina, on February…

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Navigating Long-Term Care Options

Feb. 12, 2018

Elder and special needs law attorneys Kathleen Rodberg and Andrew Atherton were recently interviewed for a Mountain Xpress article to discuss navigating Western North Carolina’s long-term care options. When sitting down with a family to discuss how to pay for the long-term care needs of…

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Medicaid Mythbuster #2: Only “State” Facilities Accept Medicaid

Dec. 14, 2017

Our first Medicaid Mythbuster post addressed the myth that the state of North Carolina will take your home if you apply for long-term care Medicaid in a skilled nursing facility.  If you didn’t have a chance to read that article, you can find it here:…

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Communication is the Key

Sep. 26, 2017

In 2017 the Trust and Estates Practice Group of McGuire Wood & Bissette hosted panel discussions focusing on the importance of estate and financial planning, aging well, and planning for end of life decisions. A central theme emerged – communication is a key component of…

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Medicaid Myth Buster #1: The State Will Take My Home

May. 15, 2017

The rules surrounding the long-term care Medicaid program are complicated.  There are rules about medical need, income, and assets.  Most individuals are aware that strict rules exist, but the details are lost in translation to the detriment of those that need this program the most. …

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Supreme Court Rules Unanimously In Favor of Autistic Student

Mar. 23, 2017

On March 22, 2017, the Supreme Court ruled unanimously in favor of a disabled student, expanding the meaning of a “free appropriate public education” under the federal Individuals with Disabilities Education Act (IDEA). Background A mother and father in Colorado wanted a public education for…

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Special Needs Trust Fairness Provisions Become Law

Dec. 28, 2016

On December 13, 2016, the 21st Century Cures Act (the Cures Act) was signed into law by President Obama.  While the Cures Act addresses a myriad of issues, Section 5007 entitled “Fairness in Medicaid Supplemental Needs Trusts” is particularly important, and long overdue. Prior to…

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