Asset Protection The Role of a Trustee and Their Discretionary Power Trustees serve a very important role in the effective administration of a trust. The maker of the trust document the … October 28, 2016 2 MIN READ
Elder Law, Elder law estate planning, Financial Planning SPECIAL NEEDS THIRD PARTY AND SELF SETTLED TRUSTS – WHATS WITH ALL THE NAMES? LEGAL DISTINCTIONS THAT MATTER When a person applies for Medicaid eligibility there are many pitfalls that an unsuspecting or unsophisticated … February 17, 2016 3 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
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, 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
