By Hyman G. Darling, CELA, CAP, Fellow
The IRS is giving charitable donors a significant benefit in not paying taxes on distributions from IRAs. Making a charitable contribution to the NAELA Foundation directly from an IRA can benefit donors who are at 70-1/2 years or older.
By Aimee Stern
Is becoming a Certified Elder Law Attorney, or CELA as it is called, worth it? That’s a question many elder law attorneys ask. They know that the test is difficult, it takes time to prepare for the test, and many who take it don’t pass the first tim
By Anna Sappington, Esq.
Persons with disabilities rely on special needs trusts (SNTs) to pay for goods and services that enhance their quality of life. The rules that govern SNTs primarily come from the Social Security Administration (SSA). In 2018, SSA fundamentally altere
By Certified Financial Planner Board of Standards, Inc.
CFP Board is the professional body for financial planners that issues the Certified Financial PlannerTM and CFP® certification marks.
By Elizabeth J. Hartery, Esq.
In recent years, the prevalence of revocation-on-divorce statutes, in which dissolution or annulment of a marriage automatically revokes provisions related to a former spouse in an instrument executed prior to the event, has been increasing.
By William D. Lucius, Esq., and Shirley B. Whitenack, Esq., CAP, Fellow
The provision of legal services in the
fields of elder law and special needs planning has expanded over the past decade into a client-focused, holistic, and collaborative approach.
By Kevin Urbatsch, Esq.
(Sign-in required) Is every attorney who drafts a special needs trust required to obtain the Social Security Administration’s permission to be paid or risk going to jail?
By Adriona Horton
On March 28, 2018, the U.S. District Court for the District of Alaska, in Disability Law Center of Alaska v. Davidson denied defendants’ motion for summary judgment on plaintiffs’ three Title 42 U.S.C. § 1983 claims alleging that defendants were in
By Ron M. Landsman, Esq., CAP, Fellow
NAELA filed an amicus brief and argued in support of the appellants in Hegadorn v. Michigan Dept. of Human Services Director. Michigan Supreme Court approves the use of a trust for the sole benefit of a community spouse as a valid way to set aside as
By Julie E. Childs, JD, LLM Elder Law
The Elder Justice Initiative (EJI) has useful online resources available to elder law attorneys. EJI's mission is to support and help to coordinate the Department of Justice's enforcement and programmatic efforts to combat elder abuse, neglect, and f