CAPsules: The Hidden Client: American Indians
Unless your standard practice is to ask your clients to identify their ethnicity, you may not even realize that you’re sitting with a client who may be eligible for special consideration
CAPsules: Portability and Basis
The President’s budget proposal for 2017 could change estate tax rules.
CAPsules: What Is a Qualified Longevity Annuity Contract?
A Qualified Longevity Annuity Contract (QLAC) is a new investment option that Elder Law attorneys should be aware of.
CAPsules: Can Establishing a Conservatorship/Guardianship Help Indebtedness?
Sometimes a financial crisis is the reason a conservatorship/guardianship is established. Is there enough protection from creditors?
CAPsules: Working With Interpreters When Advising Clients
An impartial, professional interpreter can help you with language and cultural barriers so communication with your client is accurate and clear.