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We wrote this article together knowing we are both firm believers in the benefits of family meetings for our clients, yet we do not totally agree on how a family meeting should look or be carried out.
News Article
Ultimately, outside of the legal work clients seek us out for, the core issue for every retiree is housing — even if they do not realize it during the planning stages.
Ron Landsman was a prolific advocate, a caring and giving soul, and a giant in the field of elder and special needs law.
Multi-generational planning can be a “win-win” for clients who have trusting, mutually supportive relationships with children and grandchildren.
The way Americans plan for retirement is missing the mark, and the proof is in your appointment calendar.
HECMs work alongside trusts and life estates provided certain regulatory and lender requirements are met. This article explains what lenders and regulators require in this realm so that you can advise your clients effectively.
Journal Article
Minimize income tax with qualified disability trusts.
provides an overview of the methods and tools available to you to help your client succeed in trust, estate, and elder abuse litigation.
Recording
Using An Alternative Medicaid Compliant Annuity Strategy
Regular: $199.00 Member: $99.00
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Helping Your Clients Take Care Of Their Legacy
Trust Me: You Dont Want to Do That
Trusts with a Twist: Looking at Old Trusts in New Ways
Regular: $645.00 Member: $445.00
Advanced Issues in Pre-Mortem Legal Planning AELR 2022
Special Needs Counseling AELR 2022
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