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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Robert W. Haley, CELA, CAP

Featured Member

Robert W. Haley, CELA, CAP

Our firm focuses on the needs of senior adults and families. By providing tailored estate planning, asset protection, life care planning and fiduciary administration, along with Medicaid application assistance; the Estate & Elder Law Center of Southside Virginia, PLLC is working to make aging a graceful transition.
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