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

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CAPsules: Portability and Basis

The President’s budget proposal for 2017 could change estate tax rules.

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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.

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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?

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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.

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