Shows
Elder Law ReportGifting and Long-Term Care Benefits: When Generosity Can BackfireMoney gifted with good intentions can lead to devastating financial consequences when long-term care becomes necessary. This eye-opening discussion between Elder Law attorneys Greg McIntyre and Brenton Begley tackles one of the most misunderstood areas of senior planning: how well-meaning asset transfers can backfire when seeking Medicaid and special assistance benefits.The conversation cuts through common misconceptions, particularly the damaging belief that the federal gift tax exemption (currently $19,000 per person annually) provides a "free pass" for Medicaid eligibility. As the attorneys clarify, these systems operate under completely different rules, and conflating them can lead to benefit denials...2025-06-1109 minElder Law ReportWhen Trusted Agents Go Rogue: Legal Remedies for Power of Attorney AbusePower of attorney abuse represents one of the most devastating breaches of trust that can occur within families and relationships. When someone appointed to handle financial and legal affairs betrays that confidence, the consequences can be financially devastating and emotionally traumatic.Attorney Greg McIntyre tackles this crucial topic head-on, providing a clear roadmap for addressing situations where an agent under a power of attorney acts against the principal's best interests. He explains that North Carolina law offers specific remedies when agents fail to uphold their fiduciary responsibilities. The first approach involves petitioning the court for an accounting—es...2025-05-1405 minElder Law ReportStanding Up Against Nursing Home Abuse: Litigation, Advocacy, and Family SupportNursing home abuse is a harsh reality that we cannot ignore, and understanding the gravity of this issue is crucial. Join us, Brenton Begley and Greg McIntyre, as we share saddening tales of neglect that highlight the urgent need for accountability in nursing home facilities. From falls due to inadequate supervision to severe injuries from improper care, we explore the devastating impact these events have on families. Navigating the complexities of these cases, which often straddle the realms of personal injury and medical malpractice, requires seasoned litigators who can cut through the finger-pointing and fight for justice. Our experience...2025-02-0510 minElder Law ReportEnsuring Stability through Special Needs TrustsUnlock the secrets to securing your loved ones' financial future with the expert insights of attorneys Greg McIntyre and Samantha Gordon. On this episode of the Elder Law Report, we navigate the world of special needs and supplemental needs trusts, crucial tools that help protect individuals with disabilities without risking their eligibility for government benefits. Samantha illuminates the distinctions between first-party and third-party trusts, and provides practical examples, such as when a first-party trust is essential after a significant financial settlement. This is a must-listen for anyone looking to fortify their estate planning strategy against unforeseen circumstances....2025-01-2212 minElder Law ReportEstate Planning to Kickstart Your New YearUnlock the secrets to seamless end-of-year planning with Greg and Jordan McIntyre, a dynamic father-son duo of estate planning and elder law attorneys. Discover how this special season can be a catalyst for transformation, both personally and professionally. Greg shares his insight on using this reflective time to sift through the year's highs and lows, while Jordan emphasizes the power of renewal and the human capacity for reinvention. Together, they offer a unique perspective on how estate planning can play a pivotal role in ensuring peace of mind for you and your loved ones. Join us as w...2024-12-1712 minElder Law ReportEstate Planning Naughty and Nice List: Safeguard Your Legacy with Essential StrategiesUnlock the secrets to ensuring your legacy isn't left to chance with our holiday-inspired guide to estate planning! Elder law attorneys Greg McIntyre and Brenton Begley bring you the "Estate Planning Naughty and Nice List," revealing essential strategies to safeguard your assets and avoid legal pitfalls. Learn why simply having a spouse doesn't automatically grant decision-making powers over your financial and healthcare matters, and discover the proactive steps needed to keep your estate out of probate and secure for future generations.Our episode sheds light on the power of taking a thorough inventory of your personal relationships...2024-12-0420 minElder Law ReportMentorship and Milestones in a Legal CareerNewly minted attorney Jordan McIntyre takes us on a whirlwind journey through his first two weeks in the legal world, sharing both the exhilaration and the hurdles of transitioning from law school to practice. With lawsuits to draft and the pressure of meeting billable hours, Jordan opens up about the steep learning curve of being a young lawyer. Hear firsthand about the memorable experience of handling his first court case and how shadowing seasoned attorneys provides invaluable insights. His father, Greg McIntyre, also plays a pivotal role, offering guidance as they navigate the unique dynamics of working together in...2024-10-2305 minElder Law ReportNavigating Probate: Ensuring Fair Heir Representation with Greg McIntyreUnlock the secrets to a fair and just probate process with insights from Greg McIntyre of McIntyre Elder Law. When it comes to heir representation, understanding the dynamics and potential pitfalls is crucial. Greg dives into the nitty-gritty of probate litigation, exploring the executor's role and the challenges heirs might encounter. From muddled will interpretations to biased executors, he underscores the necessity of clear communication and precise will drafting to avert disputes. This episode promises to equip you with the knowledge to navigate probate intricacies and secure your rightful inheritance.Greg, a seasoned estate planning and elder...2024-10-0807 minElder Law ReportSecuring Your Legacy with Electronic Estate PlanningCurious about the future of estate planning? Join us as Greg McIntyre and Jane Dearwester from McIntyre Elder Law guide us through the monumental shift from traditional paper documents to secure electronic documents. Discover how their innovative e-docs access system ensures the validity and security of crucial documents like wills and powers of attorney. From the nostalgic charm of handwritten letters to the modern efficiency of e-signature services like DocuSign and Dotloop, learn how technology is revolutionizing the legal landscape, enhancing the interaction between legal professionals and clients.In another compelling segment, we discuss the practical advantages...2024-10-0224 minElder Law ReportProtecting Your Legacy: Smart Strategies for Underage BeneficiariesWhat if leaving an inheritance to your underage children could harm them more than help? Join Greg McIntyre and Jordan Bentley on this week's Elder Law Report as we tackle the complicated and often misunderstood topic of underage beneficiaries. We'll discuss why directly leaving money or property to minors can lead to inaccessible funds and poor financial decisions, potentially turning a well-meaning gift into a detrimental burden. Tune in to explore smarter strategies for securing your child's or grandchild's future. We dive deep into the benefits of trusts, where discretionary language can control how and when funds a...2024-09-2508 minElder Law ReportElder Law Report LIVE!: Estate Planning BasicsUnlock the secrets to safeguarding your legacy and ensuring your peace of mind with our special guest, attorney Greg McIntyre, founder of McIntyre Elder Law. Ever wondered how to protect your assets and secure long-term care without the stress of last-minute rushes? Greg lays out the cornerstones of estate planning, from the indispensable general durable power of attorney to the crucial healthcare power of attorney, living will, and last will and testament. By tuning in, you'll gain invaluable insights into why planning ahead is not just beneficial but essential for your financial and personal well-being.Greg dives...2024-07-1815 minElder Law ReportEstate Planning Uncovered: Myths, Trusts, and Protecting Your AssetsThink a will is your ticket to avoiding probate? Think again. Join Greg McIntyre and Jordan Bentley from McIntyre Elder Law as they dismantle some of the most widespread myths in estate planning. From the erroneous belief that a will sidesteps probate to the misconception that a spouse will inherently inherit everything, Greg and Jordan break down the often misunderstood realities of probate and asset transition. They delve into why relying solely on a will can lead to delays, complications, and even family disputes. Learn why a comprehensive approach that includes trusts and other planning tools is crucial for...2024-07-0319 minElder Law ReportSecure Your Assets Against Alzheimer'sWhat steps can you take today to protect yourself and your family from the devastating effects of Alzheimer's and dementia? Join estate planning and elder law attorneys Greg McIntyre and Britton Begley as they tackle the rise of these conditions and offer actionable legal strategies to safeguard your future. With a focus on the importance of proactive planning, Greg and Britton emphasize the necessity of having a general durable power of attorney to prevent undue influence and exploitation. By appointing a trusted person to manage your affairs, you can ensure that your assets are protected, and your desires are...2024-06-1919 minElder Law ReportEstate Planning with a Focus on Mental Health ProtectionEver wondered how to navigate the often-overlooked complexities of mental health in estate planning? Well, worry no more. Your hosts, Greg McIntyre and co-host Attorney Samantha Gordon ("Sam"), delve into the heart of this matter, breaking down the crucial differences between healthcare powers of attorney and mental healthcare directives. You'll come away with a profound understanding of how to ensure your estate plan meticulously covers both physical and mental health components, and how this can be shaped to reflect your personal health care preferences, be they holistic or conventional. Especially poignant for those with aging relatives or loved ones...2024-05-0115 minElder Law ReportPreserving Your Home from Medicaid Recovery: Strategies for Asset ProtectionCould your home be vulnerable to Medicaid recovery after you're gone? Join me, Greg McIntyre of McIntyre Elder Law, as I reveal the crucial measures necessary to shield your most valuable asset from being claimed to repay Medicaid expenses. In this eye-opening episode, we dissect the complexities of Medicaid estate recovery and highlight strategies like the Lady Bird Deed—an ingenious solution available in North Carolina that allows homeowners to retain control of their property while securing its direct transfer to heirs, bypassing Medicaid's grasp entirely. Prepare to be enlightened on how to navigate the treacherous waters of asset pr...2024-04-2409 minElder Law ReportUnderstanding Elective Share: Rights and Fairness in EstatesEver found yourself pondering the fairness of a will? Wonder no more, as Jane Dearwester, a fierce litigation attorney, joins me, Greg McIntyre, to unravel the complexities of elective share in estate planning. Imagine the shock of being left out of your spouse's will, or receiving a mere dollar—this discussion is all about how NC General Statute 30-3.1 swings open the doors for a surviving spouse to claim a piece of the pie, regardless of what the will says. We're peeling back the layers on an often misunderstood part of estate law, discussing how the length of a ma...2024-04-1012 minElder Law ReportNavigating Medicaid Asset Protection and Crisis Planning for Long-Term CareUnlock the secrets to securing your financial future even when long-term care is on the horizon. In our latest chat, I, Greg McIntyre, join forces with the astute attorney Samantha Gordon from our Charlotte office to navigate the confusing waters of Medicaid Asset Protection Trusts and Medicaid Crisis Planning. We peel back the layers of these complex legal strategies, revealing how you can shield your assets and ensure your loved ones receive the care they need without draining your bank account. Samantha brings a wealth of knowledge, making this conversation a treasure trove of insights for anyone facing the...2024-03-2706 minElder Law ReportConflict Avoidance Through Thoughtful Estate Planning with Attorneys Greg McIntyre and Jordan BentleyDiscover the strategies to protect your family's future and maintain harmony through expert estate planning with me, Greg McIntyre, and my esteemed colleague, Jordan Bentley. Together, we navigate the complexities of securing your legacy and resolving familial disputes with finesse. Our engaging conversation brings Jordan's extensive family law expertise to the forefront, sharing invaluable insights for anyone looking to safeguard their assets from potential marital splits and ensuring their wishes are honored.In a world where money can stir up unexpected conflicts, we lay out an "instruction manual" for heirs, guiding asset distribution and fostering responsible stewardship...2024-03-1210 minElder Law ReportHow Life's Curveballs Impact Your Estate PlanHave you ever considered how life's pivotal moments could alter your carefully laid plans? Join me, Greg McIntyre, and the astute attorney Samantha Gordon as we navigate the complexities of updating your estate plan following life's inevitable changes, such as births, deaths, and divorces. Together, we dissect how each of these events can significantly reshape your intentions for your legacy, stressing the critical nature of ensuring your documents reflect your current circumstances.In this thought-provoking conversation, we delve into the roles of executors and trustees, scrutinize the nuances of per stirpes versus per capita asset distribution, and...2024-02-2805 minElder Law ReportNavigating the Complexities of Revocable and Irrevocable TrustsUnlock the secrets to safeguarding your financial future with the expert guidance of Greg McIntyre from McIntyre Elder Law. This episode is a deep dive into the world of revocable and irrevocable trusts, where Greg, with the help of his trusty coffee cup analogy, explains how a revocable living trust offers you control and flexibility over your assets. Whether you're looking to understand the ease of asset management or the nuances of trust succession, this discussion leaves no stone unturned. But it's not all about control; we also unveil the limitations when it comes to asset protection, especially in the...2024-02-2109 minElder Law ReportPlanning for Your Pet's Future: How to Create a Trust for Your Furry Family MemberJoin me, Greg McIntyre, attorney Samantha Gordon, and her new puppy Winchester, as we tackle the heartwarming task of setting up a Pet Trust. It's more than just a legal safeguard—it's a pledge to ensure your pet thrives even in your absence. Together, we unravel the process of appointing a caregiver, earmarking funds, and detailing care instructions, so your pets maintain the lifestyle they adore. This is your chance to discover how to make your pet's well-being an intrinsic part of your estate plan, with wisdom sprinkled in from our own beloved pets and professional insights.Ev...2024-02-0704 minElder Law ReportNavigating Interstate Estate Planning: Protect Your Legacy Across State LinesDiscover how to navigate the tricky waters of updating your estate planning documents when life takes you across state lines. Join me, Greg McIntyre, and the astute Attorney Jane Dearwester, as we dissect the complexities that come with interstate moves and the impact on your estate plans. We strip down the legal jargon to offer you a clear understanding of how varying state laws can affect trusts, real estate, and the essential documents that safeguard your legacy. Whether you're facing the practical challenges of dealing with local institutions or the daunting potential legal battles, this episode is your compass...2024-01-2212 minElder Law ReportNavigating Property Ownership Disputes: Understanding Quiet Title Actions with Greg McIntyreEver find yourself tangled in the web of property ownership disputes? Greg McIntyre of McIntyre Elderdoll is our guiding light in the murky waters of quiet title actions. This episode is an eye-opener into the world of real estate law, where Greg unravels the complexities of 'cloud on title' issues, and uncovers the reasons why someone might need a court's help to affirm their property rights. It's a treasure trove of knowledge for property owners, potential buyers, or anyone with a zest for understanding the legal details of property disputes.Listen closely as Greg illustrates common problems...2024-01-1707 minElder Law ReportEmpowering Women's Financial Futures: The Power of Estate PlanningDiscover the crucial insights attorney Samantha Gordon and I, host Greg McIntyre, unearth as we delve into why estate planning isn't just a necessity—it's a power move for women, particularly as they approach their late 50s. With a focus on the unique challenges and roles women face, from outliving spouses to spearheading family care, we lay out the pressing reasons for women to take charge of their financial futures. Samantha shares real-life stories from her practice, highlighting the chaos that can ensue without a solid plan, and together, we champion the need for both partners to be actively in...2024-01-0914 minElder Law ReportEstate Planning Masterclass: Navigating Estate and Elder Law Planning: Importance, Risks, and ToolsEver thought about what happens when you're no longer competent to make decisions or handle your financial affairs? Join us as Estate Planning and Elder Law Attorneys Greg McIntyre and Brenton Begley unravel the complexities of estate and elder law planning, highlighting the importance of legal documents like general durable power of attorney, healthcare power of attorney, living will, and will. We shed light on the high stakes of not having these documents in place, such as the complications and restrictions of guardianship proceedings.Navigating the intricate world of wills and deed protection can be a daunting...2023-11-0836 min