Author: Jeffery D. Stinson, Certified Elder Law Attorney

Jeff is Certified as an Elder Law Attorney (CELA) by the National Elder Law Foundation, a distinction held by only a handful of lawyers in Indiana. For almost 20 years, he has focused on elder law, estate planning, long-term care planning, Medicaid planning, Veterans Affairs benefits planning, special needs planning, guardianships, and estate administration.

New Brokerage Account Safeguards Aim to Protect Seniors From Financial Scams

New rules have been put in place to protect seniors with brokerage accounts from financial scams that could drain the accounts before anyone notices. As the population ages, elder financial abuse is a mounting problem. Vulnerable seniors can become victims of scammers who convince them to empty their investment accounts. According to the Financial Industry Regulatory […]

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How to Appeal a Medicare Prescription Drug Denial

If your Medicare drug plan denies coverage for a drug you need, you don’t have to simply accept it. There are several steps you can take to fight the decision. The insurers offering Medicare drug plans choose the medicines — both brand-name and generic — that they will include in a plan’s “formulary,” the roster […]

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Jeff Stinson to Present Two Part Series on Legal and Financial Planning on May 16 and May 23

On behalf of the Indiana Chapter of the Alzheimer’s Association, Jeff Stinson will present a free two-part seminar on legal and financial planning on May 16, 2018 from  5:30 PM-6:30 PM and May 23, 2018 from 5:30-6:30 PM.  Each course will be held at the Alzheimer’s Association Office at 50 East 91st Street, Indianapolis, Indiana. […]

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Choosing Retirement Account Beneficiaries Requires Some Thought

While the execution of wills requires formalities like witnesses and a notary, the reality is that most property passes to heirs through other, less formal means. Many bank and investments accounts, as well as real estate, have joint owners who take ownership automatically at the death of the primary owner. Other banks and investment companies […]

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Jeff Stinson to Present Free Seminar on April 23

Jeff Stinson, in conjunction with Independent Adult Day Care Centers, is offering a free seminar on April 23, 2018 at 5:30 PM at the Independent Adult Day Care Centers, 8755 Guion Road, Indianapolis, Indiana. Plan to attend this free presentation to learn more about public benefits planning without impoverishment, affordable alternatives to nursing home care, […]

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Proving That a Transfer Was Not Made in Order to Qualify for Medicaid

Medicaid law imposes a penalty period if you transferred assets within five years of applying, but what if the transfers had nothing to do with Medicaid? It is difficult to do, but if you can prove you made the transfers for a purpose other than to qualify for Medicaid, you can avoid a penalty. You […]

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