LISA ON THE LAW 8/4/25 Medicaid Planning, Custodial Accounts, No Will Executor, Liens On Loans episode artwork

EPISODE · Aug 4, 2025 · 20 MIN

LISA ON THE LAW 8/4/25 Medicaid Planning, Custodial Accounts, No Will Executor, Liens On Loans

from The Lisa Wexler Show

Lisa Wexler takes audience calls and answers questions about medicaid planning and how to plan around the five year lookback and the exclusions, responsibilities for custodial accounts and what happens when the executor of a will dies and the will has not been redone to name another, what happens if a will is stuck in a safety deposit box, and if you loan an elder money for their home, should you put a lien on the house to ensure a claim against the estate? Hosted on Acast. See acast.com/privacy for more information.

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LISA ON THE LAW 8/4/25 Medicaid Planning, Custodial Accounts, No Will Executor, Liens On Loans

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