Asset Protection, Elder Law, Elder law estate planning PLANNING FOR YOUR SPECIAL NEEDS LOVED ONES CREATE A GLOBAL PLAN TO GO INTO EFFECT TODAY If you are a parent stepparent grandparent or caretaker of a … February 15, 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
Elder Law, Elder law estate planning MORE ON ELDER ABUSE – FEDERAL GOVERNMENT RESPONSE Throughout the twentieth century the Federal government took various legal steps to positively impact the lives … January 22, 2016 2 MIN READ
Elder Law, Elder law estate planning, Medicaid Trusts BANKRUPTCY AND MEDICARE – A FRAUDULENT TRANSFER IS A FRAUDULENT TRANSFER The Eastern District of Virginia Bankruptcy Court issued an opinion on a case with a unique factual scenario almost three … January 16, 2016 2 MIN READ
Elder Law, Elder law estate planning ABLE ACCOUNT LAW CHANGES BROADENING PROTECTIONS FOR SPECIAL NEEDS PLANNING On December 19 2014 President Obama signed into law a number of tax and financial measures to extend certain tax … January 12, 2016 2 MIN READ
Elder Law, Elder law estate planning DIFFERENCES BETWEEN ABLE ACT ACCOUNTS AND SPECIAL NEEDS TRUSTS WHAT IS BEST FIT Both an ABLE Act account and a special needs trusts try to accomplish essentially the same … January 8, 2016 2 MIN READ
Elder law estate planning CHARITABLE ROLLOVER OF RETIREMENT ACCOUNT DISTRIBUTION NON-TAXABLE DISTRIBUTION FROM IRA On December 18 2015 President Obama signed the Protecting Americans from Tax Hike (PATH) Act which made permanent among other … January 5, 2016 2 MIN READ
Asset Protection, Elder law estate planning HOW LONG CAN IRS COME AFTER ME? THE SUMNER REDSTONE CASE Sumner Redstone is an entertainment business mogul with a majority share ownership of CBS entertainment and Viacom and through Viacom … January 2, 2016 3 MIN READ
Newspaper Column The State Of Estate Taxes The current exemption from New York estate taxes is 5.93 million, indexed for inflation. For example, last year it was … September 30, 2025 2 MIN READ
Long Term Care Planning, Trust Transfers/Gifts Health Care Proxy: What is Their Role in my Health Care Decisionmaking? End of life planning can be a very daunting task and is one many individuals do not want to face … June 6, 2016 2 MIN READ
Elder Law, Senior Financial Exploitation Stolen Home: Elderly Mother Claims Deed Conveyed to Son Via Fraud Most discussions of elder financial exploitation include accusations of unique scams targeted at trusting seniors. As we discussed last week … May 15, 2013 2 MIN READ
