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Pennsylvania Elder Law Library

Robert C. Gerhard IIIPennsylvania Elder Law Library
All Articles Estate Planning Estate & Trust Administration Medicaid Planning Medicaid Estate Recovery Power of Attorney

3 Focus Areas for Estate Planning In Montgomery County

By Robert C. Gerhard, III

If you are estate planning in Montgomery County, there’s plenty to think about. Through the estate planning process, you and your attorney will arrange for the management of your entire …

Does a Financial Power of Attorney Grant Unlimited Power?

By Robert C. Gerhard, III

Can the person you name in a financial power of attorney do anything he or she wants to do? What an agent (POA) can do on your behalf depends on …

What are the legal duties of a Pennsylvania Power of Attorney?

By Robert C. Gerhard, III

In Pennsylvania, the agent named in a power of attorney document has certain legal duties to fulfill. If the agent fails to meet his or her legal duties, he or …

Estate and Trust Administration

By Robert C. Gerhard, III

We help executors and trustees avoid mistakes and potential liability. We’ll help you collect and value the assets, deal with creditors, prepare the tax returns, and facilitate timely distribution to the beneficiaries …

The Required Notice Page on Pennsylvania’s Power of Attorney

By Robert C. Gerhard, III

Pennsylvania financial power of attorney documents signed after July 1, 2015 must include the following “NOTICE” in capital letters at the beginning of the power of attorney. Creativity is not …

Form 1310: Statement of Person Claiming Tax Refund Due to a Deceased Taxpayer; Do It Right or Risk Major Delays

By Robert C. Gerhard, III

Filing a decedent’s final federal income tax return without including Form 1310 and supporting documentation will result in major delays in receiving an income tax refund that is due.

2023 Asset Limits for Pennsylvania Medical Assistance (Medicaid) Long Term Care Benefits

By Robert C. Gerhard, III

Disclaimer: This article has been posted for general information purposes only, and applies only to Pennsylvania residents. You should not act upon the information in this article without first retaining …

2023 Income Limits for Medicaid-Funded Long-Term Care

By Robert C. Gerhard, III

When a person applies for Medicaid long-term care benefits, there are several questions that arise about income, and how that income is treated during the Medicaid application process.  Are there …

What are Medicaid’s 5-Year Look-Back Penalties in Pennsylvania? A Guide On Medicaid’s 5-Year Look-Back

By Robert C. Gerhard, III

The Medicaid 5-year look-back is a complex process that determines whether or not an individual is financially eligible for Medicaid benefits. In this article, we explore what the Medicaid 5-year …