MEDICAID BALANCING ACT

By Tim Barkley. July 2025. Susan sat across the table, flipping through a manila file. “I think I have everything you asked me to bring.” The lawyer flipped through the proffered folder. “To see if your mom qualifies for Medicaid, we need to know what she owns and...

SOME QUESTIONS ON TRUSTS – PART TWO

October 2023. Q: I have a disabled daughter. Do I really need a trust? Can’t I just leave everything to my son to use for his sister? A: Yes, you can do that, but I’m not sure you should do that. If you leave everything to your son to use for his sister without any...

TOO LITTLE, TOO LATE

By Tim Barkley. April 2021. The best-laid schemes of mice and men … The phone rings. “This is Tim Barkley.” “My dad just died and we found his will you drew up. It doesn’t look like he ever signed it. It says ‘DRAFT’ at the top. Can you check and see if he signed it?”...

FREE RIDE

By Tim Barkley. October 2019. Susan caught the lawyer by his elbow in the restaurant. “I thought that was you.  Can I ask you a question?” “Sure,” he replied, “what’s on your mind?” “I was talking to a friend who told me that we should put Mom’s houses and...

GIVE IT AWAY

Give It Away. December 2018. By Timothy S. Barkley, Sr. Mom and Susan flanked the lawyer, who addressed Mom: “If I recall correctly, Susan and I had discussed making sure you qualify for Medicaid by giving some of your investment real estate to the kids. Is that what...