Trusts/Estate Planning

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Latest Web Content

Must Sole Benefit Trusts Contain Payback Provisions

6/5/2024  

A sole benefit trust (SBT) is a powerful but misunderstood tool in the Medicaid planning toolbox.

Recording

New Trust Modifications and Tax Consequences

3/28/2024  

The IRS is at it again! Some practitioners in the estate planning community are referring to CCA 202352018 as the biggest IRS announcement in a decade.

Recording

Using Estate Planning to Reverse Discrimination

2/15/2024  

How estate planners can use their skills and experience to decrease racial inequity.

News Article

Rev. Rule 2023‐2 and Irrevocable Trusts: Setting The Record Straight

11/14/2023  

Irrevocable trusts have become an important part of Medicaid eligibility planning for many elder law attorneys. The IRS recently issued Revenue Ruling 2023-2, which discusses “stepped-up basis” of appreciated assets within irrevocable trusts.

Recording

Are Firearms Taking a Back Seat in Estate Planning?

11/9/2023  

Estate planning attorneys are in a perfect position to initiate conversations about gun ownership and dementia

News Article

Must Sole Benefit Trusts Contain Payback Provisions?

11/9/2023  

A sole benefit trust (SBT) is a powerful but misunderstood tool in the Medicaid planning toolbox.

News Article

Family Meeting: Key to Successful Planning, but When and How Do You Carry One Out?

8/24/2023  

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

Help Your Clients Plan Their Housing Future

7/19/2023  

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.

News Article

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2023 Recorded Seminars (purchase)

Using An Alternative Medicaid Compliant Annuity Strategy

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Using An Alternative Medicaid Compliant Annuity Strategy7/15/2023 12:00:00 AM
2023 Recorded Seminars (purchase)

Helping Your Clients Take Care Of Their Legacy

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Helping Your Clients Take Care Of Their Legacy7/15/2023 12:00:00 AM
2023 Recorded Seminars (purchase)

Trust Me: You Dont Want to Do That

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Trust Me: You Don't Want to Do That7/15/2023 12:00:00 AM
2022 Recorded Seminars (purchase)

Trusts with a Twist: Looking at Old Trusts in New Ways

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Trusts with a Twist: Looking at Old Trusts in New Ways1/1/2023 12:00:00 AM
Advanced Elder Law Review

Advanced Issues in Pre-Mortem Legal Planning AELR 2022

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Advanced Issues in Pre-Mortem Legal Planning AELR 20227/27/2022 12:00:00 AM
Advanced Elder Law Review

Special Needs Counseling AELR 2022

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Special Needs Counseling AELR 20227/27/2022 12:00:00 AM
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