Trusts/Estate Planning

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Latest Web Content

Drafting Special Needs Trusts: Ensuring True Intentions

5/14/2026  

Creating an effective special needs trust (SNT) requires a careful balance—honoring the grantor’s intent, addressing the beneficiary’s current and future needs, and navigating the ever-evolving rules of public benefits programs

Recording

Solo Agers: Planning Strategies for Independent Older Adults Facing Unique Aging Challenges

4/28/2026  

Solo agers are a rapidly expanding segment of the older population. Their unique circumstances create complex legal, financial, and care challenges that require specialized planning.

Recording

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

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2026 Recorded Seminars

Irrevocable Trusts - Draft a Better MAPT

Regular:  $199.00  Member:  $199.00

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Irrevocable Trusts - Draft a Better MAPT7/1/2026 12:00:00 AM
2026 Recorded Seminars

Using QTips Instead of BTrusts For Estate Tax Exemption

Regular:  $199.00  Member:  $199.00

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Using QTips Instead of BTrusts For Estate Tax Exemption7/1/2026 12:00:00 AM
2026 Recorded Seminars

Achieving Better Outcomes with Fiduciaries and Trust Protectors

Regular:  $199.00  Member:  $199.00

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Achieving Better Outcomes with Fiduciaries and Trust Protectors7/1/2026 12:00:00 AM
2026 Recorded Seminars

Breaking Down Irrevocable Trusts for Clients

Regular:  $199.00  Member:  $199.00

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Breaking Down Irrevocable Trusts for Clients7/1/2026 12:00:00 AM
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

Regular:  $199.00  Member:  $199.00

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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
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