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In planning for seniors, family residence ownership is often a key issue. The decision in Gallenstein v. United States and subsequent cases will greatly affect the course our clients will take in their planning.
The QLAC allows individuals to convert up to $200,000 of their IRA to a non-countable resource for Medicaid eligibility.
As elder law attorneys, we need to understand the basics of federal individual income tax returns and know when to consult with the tax professionals.
An engaging workshop filled with practical knowledge to spot tax issues in elder law planning and expand your client service offerings.
This session will discuss the tax planning opportunities that can be uncovered when helping clients with estate and long-term care planning issues
Medicaid planning trusts (MPT) are irrevocable trusts drafted in such a way to meet the No Circumstances of Payment Test
With looming changes to estate and gift tax, it's time for elder and special needs law attorneys to brush up on a few tax basics.
A recent article in NAELA Journal addressed the problem of how to maximize Medicaid benefits and minimize the tax burden for an institutionalized spouse who has a substantial individual retirement account (IRA) in a state where the account is not exe
The Great Sunset of 2025 and Other Tax Mysteries
Regular: $199.00 Member: $99.00
Advanced Tax Issues Pre and Post Mortem Planning AELR 2022
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