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NY Court Rules That Guardian May Conduct Medicaid Planning on Behalf of His Great Aunt

By dvanar

A New York trial court allows a guardian to conduct Medicaid planning on behalf of his ward, his great aunt, but requires that gifted money be put into a trust for the aunt’s personal needs. in-matter-of-ml (N.Y. Sup. Ct., No. 924XX/08, June 2, 2009). Matthew S. was appointed guardian of his great aunt, M.L., who was in a nursing home. The guardian petitioned the court to allow him to gift and loan M.L.’s assets in order to conduct Medicaid planning. The guardian proposed gifting a p read more

Full post as published by Law Office of Donald D. Vanarelli Blog on June 17, 2009 (boomark / email).