Section Newsletters

Articles From Leonard F. Berg

Reverse Mortgages, Medicaid, and Help to Remain in Your Home By Leonard F. Berg Real Estate Law, June 2026 An inquiry on the ISBA Central discussion group for Trusts and Estates asked whether a reverse mortgage would disqualify a person from receiving Medicaid benefits. The simple response is that Medicaid disqualification is not automatic; however, the larger issue is identifying resources to help a client to remain in their home. 
Reverse Mortgages, Medicaid, and Help To Remain in Your Home By Leonard F. Berg Trusts and Estates, March 2026 An inquiry on the ISBA Central discussion group for Trusts and Estates asked whether a reverse mortgage would disqualify a person from receiving Medicaid benefits. The simple response is that Medicaid disqualification is not automatic; however, the larger issue is identifying resources to help a client to remain in their home. 
Reverse Mortgages, Medicaid, and Help To Remain in Your Home By Leonard F. Berg Elder Law, March 2026 An inquiry on the ISBA Central discussion group for Trusts and Estates asked whether a reverse mortgage would disqualify a person from receiving Medicaid benefits. The simple response is that Medicaid disqualification is not automatic; however, the larger issue is identifying resources to help a client to remain in their home. 
The State Will Waive Its Claim for Medicaid Benefits Against the First $25,000 of Any Estate; How to Proceed While the Regulations Are Pending By Leonard F. Berg Trusts and Estates, October 2023 If a person receives benefits from the Medicaid program, under what circumstances should the state be able to file a claim against their estate to recover some, or even all, of the value of the services provided?
ABLE Accounts: A Primer for Illinois Lawyers—Part 3 By Leonard F. Berg Trusts and Estates, August 2022 The third and final article in a series of articles about ABLE accounts.
ABLE Accounts: A Primer for Illinois Lawyers—Part 2 By Leonard F. Berg Trusts and Estates, July 2022 It is important for Illinois attorneys to know the basics of ABLE accounts and how their capability can be enhanced with special needs trusts.
Using Existing Life Insurance to Finance Medicaid Eligible Prepaid Burial Plans Should Soon Be Possible By Leonard F. Berg Trusts and Estates, July 2022 Illinois residents should soon have additional options to pay for their burial if they apply for Medicaid.
Using Existing Life Insurance to Finance Medicaid Eligible Prepaid Burial Plans Should Soon Be Possible By Leonard F. Berg Elder Law, July 2022 Illinois residents should soon have additional options to pay for their burial if they apply for Medicaid.
ABLE Accounts: A Primer for Illinois Lawyers—Part 1 By Leonard F. Berg Trusts and Estates, June 2022 It is important for Illinois attorneys to know the basics of ABLE accounts and how their capability can be enhanced with special needs trusts.
2021 Guardianship Changes By Leonard F. Berg & Heather E. Voorn Trusts and Estates, September 2021 An overview of the amendments to the guardianship process arising from Senate Bill 80 and other public acts adopted in 2021.
2 comments (Most recent September 28, 2021)
Planning for a Parent of a Minor Child Upon the Parent’s Disability By Leonard F. Berg Trusts and Estates, July 2021 Steps for estate planning practitioners to take if a client asks to plan for their possible incapacity while their children are still minors.
The Owner Is Dead. Who Has the Authority to Transfer the Boat, Trailer, & Other Vehicles? By Leonard F. Berg Trusts and Estates, March 2021 While Bob was alive, he would sell his trucks, boats, trailers, and even a mobile home, by signing the title to those items. But when this bachelor dies who has the authority to sign on his behalf, and how does someone get that authority? The publications section of the Illinois Secretary of State website includes a helpful pamphlet describing the process.1
3 comments (Most recent August 25, 2021)

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