Trusts/Estate Planning

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Latest Web Content

Partnering With the Family Law Bar to Protect Individuals With Disabilities During Divorce

3/1/2026

Early collaboration between family law attorneys and attorneys experienced in estate planning, elder law, and special needs law is essential to achieving the best-possible outcomes.

News Article

Navigating Long-Term Care Insurance Claims

3/1/2026  

This article explains the ins and outs of LTC claim management and provides best practice guides to get an approval.

News Article

Partnering With the Family Law Bar to Protect Individuals With Disabilities During Divorce

3/1/2026  

Early collaboration between family law attorneys and attorneys experienced in estate planning, elder law, and special needs law is essential to achieving the best-possible outcomes.

News Article

Wealth Transfer Planning for Large IRAs

2/11/2026  

IRA planning is complex and requires a mastery of property law, income tax, estate tax and finance

Recording

FinCEN Residential Real Estate Reporting

1/26/2026  

Effective March 1, 2026, the Residential Real Estate Rule will create a dramatic shift in how settlement agencies and attorneys all over the country oversee everyday closings.

News Article

Book Review: Can’t We Talk About Something More Pleasant?

12/15/2025  

Told with humor and piercing honesty, this book offers elder law attorneys a case study of the very questions clients bring to us, filtered through the messy lens of real life.

Journal Article

Drafting Special Needs Trusts: Ensuring True Intentions

11/20/2025  

Creating an effective special needs trust is a balancing act that honors the grantors’ wishes, addresses the beneficiary’s needs, and complies with public benefits programs.

News Article

Empowering Wounded Warriors Through Long-Term Care Planning

11/20/2025  

Through the Wounded Warrior Project Independence Program Continuous Care Services, veterans and caregivers are connected with experts to develop long-term care plans and remain in settings that are as independent as possible.

News Article

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2025 Recorded Seminars

Mastering Tax Strategies: A Series for Elder Law Attorneys

Regular:  $795.00  Member:  $795.00

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Mastering Tax Strategies: A Series for Elder Law Attorneys8/1/2025 12:00:00 AM
2025 Recorded Seminars

Ensuring Peace Of Mind When Planning For Adult Children With Disabilities

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Ensuring Peace Of Mind When Planning For Adult Children With Disabilities7/15/2025 12:00:00 AM
2025 Recorded Seminars

Changes In Estate and Gift Tax Planning

Regular:  $199.00  Member:  $199.00

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Changes In Estate and Gift Tax Planning7/15/2025 12:00:00 AM
2025 Recorded Seminars

Lessons Learned From The Bankruptcy Of A Professional Trustee

Regular:  $199.00  Member:  $199.00

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Lessons Learned From The Bankruptcy Of A Professional Trustee7/15/2025 12:00:00 AM
2025 Recorded Seminars

ILITS 101

Regular:  $199.00  Member:  $199.00

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ILITS 1017/15/2025 12:00:00 AM
2025 Recorded Seminars

Trust Administration: Family Trustees vs. Professionals

Regular:  $199.00  Member:  $199.00

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Trust Administration: Family Trustees vs. Professionals7/15/2025 12:00:00 AM
2025 Recorded Seminars

What To Do With Trusts Signed Before The SECURE Act?

Regular:  $199.00  Member:  $199.00

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What To Do With Trusts Signed Before The SECURE Act?7/15/2025 12:00:00 AM
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