Distinguishing Two Kinds of Special Needs Trusts
AUGUST 23, 2010 VOLUME 17 NUMBER 27 It really is unfortunate that we didn’t see this problem coming. Those of us who pioneered special needs trust planning back in the 1980s should have realized that we were setting up everyone (including ourselves) for confusion. We should have just given the two main kinds of special […]
Our Free Seminar Reviews 2010 Law Changes For Estate Plans
APRIL 19, 2010 VOLUME 17, NUMBER 13 This has been a tumultuous year for estate planning attorneys—and for their clients. The federal estate tax has been repealed, there are new rules in effect governing Roth IRAs, and heirs are facing higher capital gains liability. We don’t profess to have all the answers, but we think […]
January Session Will Focus On Paying for Long-Term Care
NOVEMBER 16, 2009 VOLUME 16, NUMBER 61 Do you wonder what will happen if you are no longer able to live independently? Will you have to “go into a home?” Is a nursing home the only way to go, or are there other living situations that might allow more independence? What will happen to your […]
What Do You Do After Signing Your Trust? Come to Our Class
JUNE 8, 2009 VOLUME 16, NUMBER 43 Want to learn about why you need a trust? No problem: there is a class for that, and they’ll even buy you lunch if you’ll just listen to their pitch. Want to learn whether you need a trust? It’s a little harder to locate good advice, but still there are […]