Fact Pattern for Mr. & Mrs. C. Husband is 85 years old; wife is 84 years old. Assets: · house worth approximately $375,000 · assets of $800,000 consisting of CDs, IRAs and mutual funds Mr. C came into our office with his two adult children. Mrs. C has multiple medical problems and was in a hospital rehab. She was recently discharged to a nursing home. She is currently on Medicare days but will be off in approximately 30-45 days.
