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Farm Family Probate

Posted on August 9, 2019 by

The family farm has always been unique from an estate-planning perspective. Unlike many traditional businesses, a farm business typically holds a disproportionate amount of illiquid assets such as real estate, equipment, crops and livestock. It often has few liquid assets. Important planning needs to take place to deal with the incapacity or death of family-farm […]

Long-Term Care Insurance – Is it an Option for You?

Posted on July 17, 2019 by

As our aging population grows so does the cost of nursing homes, assisted living facilities, and in-home care services.  Contrary to popular belief, Medicare will only cover certain short-term stays and typically will not cover non-rehabilitative long-term care.  This leaves many elderly and disabled individuals with few options for covering costs.  Often, at first, family […]

Recreational Use Immunity: Protecting Landowners From Risks In Public Recreational Activities

Posted on June 26, 2019 by

It seems sometimes that no good deed goes unpunished. Landowners who permit access to their property for outdoor enthusiasts to engage in their favorite recreational activities – such as camping, hiking and hunting – could risk liability for doing so. But a Wisconsin law called the Recreational Use Immunity statute provides private landowners a layer […]

Congress Creates a Mess by Enacting the Eliminating Kickbacks in Recovery Act of 2018

Posted on June 13, 2019 by

Congress has activated a new Anti-Kickback law known as Eliminating Kickbacks in Recovery Act of 2018 (commonly referred to as EKRA).  The new Anti-Kickback law applies to arrangements involving recovery homes, clinical treatment facilities, and laboratories. Congressional intent for enacting EKRA was noble.  It wanted to clarify that brokering of opioid use disorder patients for […]

Is My IRA Safe From the Nursing Home?

Posted on June 11, 2019 by

After working and saving, clients are concerned that unexpected costs will become unplanned for drains on their Retirement Accounts (e.g, 401(k), IRA, Roth IRA, 403(b), etc.). As the need to pay for nursing home care nears, those concerns grow and questions begin to be asked about whether retirement accounts are safe from the nursing home. […]

Tips for Farmers on Long-Term Care Costs

Posted on May 30, 2019 by

Harry and Sally want to pass their farm operation to their children. Ideally, they would also like to receive some income from the farm.  Because Harry and Sally do not have long-term care insurance, they are worried that if they need medical assistance (e.g., Medicaid) to help pay for long-term care such as a nursing […]

Apply the 60-Day Rule to Medicaid Overpayments

Posted on May 30, 2019 by

The Affordable Care Act requires any person who has received an overpayment from certain defined government health programs to report and return the overpayment within 60 days after the overpayment is identified.  If an overpayment is not repaid, or if a self-disclosure is not made before the expiration of the 60-day period, the overpayment amount […]

The Federal Government Really Wants You to Take Self Disclose

Posted on May 28, 2019 by

The Department of Justice (DOJ) along with other health care fraud enforcement agencies, continue to send strong signals that they want businesses to police themselves for potential compliance issues and self-disclose where infractions are found.  The fact of the matter is the government simply does not have enough resources to track down and take action […]

2020 HSA Contribution Limits are Announced

Posted on May 28, 2019 by

Today the IRS announced the HSA limits for calendar year 2020.  Hard to believe we are already talking 2020, especially after a Memorial Day weekend in Wisconsin where the air conditioning and furnace were both needed.  As you long for summer, look forward to slightly higher limits in 2020, as set forth in the chart […]

The Essence of Compliance – Compliance Officer Authority and Resource Allocation

Posted on May 24, 2019 by

How Are Compliance Budgeting and Compliance Officer Autonomy Tied Together When Assessing Compliance Effectiveness? The Department of Justice (“DOJ”)’s compliance program evaluation identifies the need to allocate sufficient revenues to the compliance program as one of the key issues that indicates compliance program effectiveness.  The issue of resource allocation has been identified since the early […]