Trusts/Estate Planning

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Latest Web Content

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

In Memory of Ron Landsman: Tributes for a Gentle Giant

5/17/2023  

Ron Landsman was a prolific advocate, a caring and giving soul, and a giant in the field of elder and special needs law.

News Article

Multi-Generational Planning: Opportunities Abound

5/17/2023  

Multi-generational planning can be a “win-win” for clients who have trusting, mutually supportive relationships with children and grandchildren.

News Article

The Attorney-Client Disconnect

3/24/2023  

The way Americans plan for retirement is missing the mark, and the proof is in your appointment calendar.

News Article

Trusts and Life Estates in Home Equity Conversion Mortgage Transactions

1/13/2023  

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

Planning for Disabled Beneficiaries Post SECURE

12/2/2022  

Minimize income tax with qualified disability trusts.

News Article

Tools of Trust, Estate, and Elder Abuse Pretrial

8/10/2022  

provides an overview of the methods and tools available to you to help your client succeed in trust, estate, and elder abuse litigation.

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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

Regular:  $645.00  Member:  $445.00

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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

Regular:  $199.00  Member:  $99.00

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