Asset Protection, Estate Planning Understanding Celebrity Bonds DAVID BOWIE BONDS As the world learned David Bowie passed away on January 10 2016. Mr. Bowie was always … February 11, 2016 3 MIN READ
Caregiving, Elder Law Adult Guardianships Restoring Rights GUARDIANSHIP CAN BE VACATED As this blog has discussed in some detail in the past Adult Guardianship is a complicated … February 9, 2016 2 MIN READ
Asset Protection, Estate Planning FEDERAL COURT EXCEPTION TO PROBATE JURISDICTION FEDERAL COURTS ARE COURTS OF LIMITED JURISDICTION There is little question that Federal Courts are courts of limited jurisdiction. If there … February 6, 2016 2 MIN READ
Asset Protection, Elder Law FEDERAL TAX EXEMPTION FOR ELDERLY DEPENDENTS EVERY LITTLE BIT COUNTS For those of among us who care for elderly parents or relatives you do it without … February 3, 2016 2 MIN READ
ARBITRATION CLAUSES IN WILL OR TRUST NEW YORK RULE ON ARBITRATION FOR PROBATE DISPUTES The idea of using quasijudicial means to settle disputes is as old … February 3, 2016 2 MIN READ
Estate Administration, Estate Planning Planning for Married Medicaid Applicant’s Community Spouse – Community Spouse Income When a married person applies for Medicaid the government looks at the collected or pooled resources of the two to … February 1, 2016 2 MIN READ
Elder Law, Elder law estate planning Veterans Administration Pensions – Aid and Attendance Pension The Veterans Administration has a program that allows for a large subset of the veterans population to qualify for certain … January 29, 2016 2 MIN READ
Elder Law, Elder law estate planning FILE AND SUSPEND STRATEGY IS NO MORE – NEED TO REASSESS PLANS For over a decade it was sound and perfectly legal advice for financial advisors and elder law practitioners to advise … January 26, 2016 2 MIN READ
Asset Protection, Blended Families Estate Planning BACK TO BASICS: WRAP AROUND PLAN FOR ALL CONTINGENCIES – ADVANCED MEDICAL DIRECTIVES As the new year opens it is a good time to review all of your legal estate planning decisions and … January 26, 2016 3 MIN READ
Estate Planning Court Rules Payable-on-Death Accounts Not Part of Estate A Florida Court of Appeals sorted through a complicated question of bank accounts and estates in a case at the … March 30, 2015 2 MIN READ
Estate Planning The Risks of a Prepaid Funeral The usual story regarding issues with prepaid funerals is similar to this – one person purchases a prepaid funeral plan … June 17, 2014 2 MIN READ
Asset Protection, Business Succession, Business Ownership and Estate Planning: Recapitalization The estate planning process can be complex and confusing which is one of the reasons it is a good idea … April 15, 2017 2 MIN READ
