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Unique Planning Opportunity for Disabled or Chronically Ill Beneficiaries

Tuesday, July 21st, 2020

There is great news for clients with certain family members or other beneficiaries – this year brought a significant change in the law that benefits beneficiaries who are disabled or chronically ill. The Setting Every Community Up for Retirement Enhancement (SECURE) Act became law.

Has Your Stimulus Check Been Taken by the Nursing Home?

Tuesday, May 26th, 2020

As we all know Congress has authorized stimulus payments to be made to those eligible persons. The CARES Act provides $1200 for individuals, $2400 for joint taxpayers and taxpayers with children with $500 for each child...

Court Decisions Holding Personal Representatives of Estate and Trustee Personally Responsible For Taxes

Friday, May 15th, 2020

Recently the United States Tax Count issued several decisions regarding the tax liability of transferees. The transferees were individuals who received distributions from transferors, which were corporations which sold their assets and then made distributions ...

Special Needs Trusts: Important Update

Tuesday, November 12th, 2019

A properly drafted and funded special needs trust can enhanced your loved one’s life for a lifetime – just what you want for your child

Devilish Details Make All the Difference

Tuesday, November 5th, 2019

Too many clients undermine their own wishes because they overlooked these details.

The First Interview with Your Estate Planning Attorney is Critical

Tuesday, October 22nd, 2019

Sometimes that initial interview can become very emotional, and you should be prepared for that. The result will be a plan that reflects your real desires and meets the needs of your loved ones.

Pending Legislation Will Help Seniors

Tuesday, October 15th, 2019

DIY Estate Planning?! More Risks Than You'd Think...

Thursday, September 26th, 2019

Sadly, the consequences of DIY estate planning may not be discovered until you die when you won’t be around to sort out the problems and your loved ones may be left with a mess to untangle.

Nursing Homes May Be Banned From Using Pre-Dispute Binding Arbitration Agreements

Tuesday, August 27th, 2019

A proposed rule from the Centers for Medicare & Medicaid Services (CMS) would mean nursing homes cannot force new residents to agree to binding arbitration rather than going to court over a future dispute. Public comments are open utnil Sept. 16.

Learn from the Rich and Famous

Tuesday, August 6th, 2019

If you have family business you want to keep private, we encourage you to work with us to pass along your assets easily, cheaply and privately using a trust-based plan.

Protect Your Stepchildren in Your Plan

Tuesday, July 16th, 2019

In general, a child is not considered the step-parent's legal heir ... so that child is not legally entitled to any of the parent's estate.

Understanding the Guardianship Process

Monday, July 8th, 2019

Planning for incapacity means taking the time today – while you have a clear head – to make decisions about who you want to help you if you need assistance.

Supreme Court Decides Trust Taxation Case

Wednesday, July 3rd, 2019

The Supreme Court decides so few cases that lawyers, courts and agencies will look to this case for guidance on the taxation of trusts and beneficiaries in the interstate context for years.

Will You Be Caught in the Middle-Class Bind?

Wednesday, June 26th, 2019

... too wealthy for government help and too poor to do without it ...

When Your Child Gets Married - Again!

Monday, June 17th, 2019

Even if your child leaves money and assets to a second – or third, fourth – spouse, the money in your trust is separate and goes to your grandchildren.

Is Your Will Clear?

Tuesday, June 11th, 2019

We will never know what the father really intended.

Don't Forget: You Must Fund Your Trust!

Monday, June 3rd, 2019

Trust-based planning requires your active participation in the planning process as well as in funding the trusts we create.

Observation Status and Medicare: Update

Wednesday, May 29th, 2019

The court case  (Alexander v Azar) speaks to the fact that patients have no easy way to challenge the observation status designation – and many patients would save thousands of dollars if they could change the designation. 

Special Needs Trusts Can Help Newly Disabled Manage Income from a Court Settlement

Tuesday, May 21st, 2019

Using the settlement to fund a Special Needs Trust (SNT) is a way to maintain access to government benefits (Medicaid or Supplemental Security Income) and have access to settlement funds.