NAELA News Volume 28 Issue 2
By Paul Black, Esq., with Introduction and Closing by David Godfrey, Esq.
The NAELA Trends Committee is responsible for monitoring and reporting on changing and emerging issues or trends that could impact the fields of Elder Law and Special Needs Planning.
By James Schuster, CELA
The community spouse sole benefit trust (SBT) rose to prominence as a client protection strategy with the release of HCFA Transmittal 64, which interpreted the amendments made to Title XIX by the Omnibus Budget Reconciliation Act of 1993 (OBRA ’93).
By Stephen Silverberg, CELA, CAP, and Scott B. Silverberg, Esq.
A Qualified Longevity Annuity Contract (QLAC) is a new investment option that Elder Law attorneys should be aware of.
By Michael J. Amoruso, Esq., and Professor Roberta K. Flowers
The Second Annual NAELA Summit built on the innovative ideas and energy of the Inaugural Summit in 2015.
By Jan Goldberg Zager, Esq.
To say that I approached the Advanced Elder Law Review (AELR) with trepidation would be an understatement. Overwhelmed by the idea of 14 subject areas over approximately the same number of class hours, I also feared the social aspects of an immersion
By Amy Acheson, Esq.
Donna Jackson’s deep connection to the community helps her serve her clients.
By Professor Roberta K. Flowers
Am I ethically required to investigate allegations of exploitation before following the instructions of my client?
By Donna J. Jackson, CPA, JD, LLM
When I prepare long-term and estate planning documents, I need to be familiar with the tax consequences of the planning tools and explain them to my clients. Here are some examples of tax issues in Elder Law and estate planning.
By April Hill, CELA, CAP
There’s no one easy solution, but here are several ideas for creating and keeping passwords.
By Tom Weede, Esq.
NAELA members share the lessons they’ve learned when helping victims of elder abuse.
By David M. Goldfarb, Esq.
One of NAELA’s top public policy priorities is to end Medicaid’s institutional bias.
By Peter G. Wacht, CAE
We asked a few members to tell us about their experiences as new members of NAELA committees.
By Thomas E. Simmons
Although never enforced, this statute made it a crime for an attorney to assist their clients with Medicaid planning. We might not have seen the last of it.
By Shirley B. Whitenack, Esq., CAP
I’m pleased that we accomplished a great deal this year. I’m sad that this great responsibility is coming to an end, but I look forward to spending more time with my family and my clients.