I was recently asked an in-depth question regarding a spouse qualifying for VA benefits. I... [Read more...]
Changing Title of Assets into the Trust Name
As an estate planning attorney I am often confronted with situations where the person who... [Read more...]
How The New Estate Tax Exclusion Affects Your Estate Plan
To read this article, follow the link below to our website Law Firm News section... [Read more...]
Cross Purchase ILIT Example
Facts: Partner A and Partner B are partners in an LLC treated for income tax... [Read more...]
Can the Government Go After Assets in a Trust to Recover Medicare or Medi-Cal Benefits?
I was recently asked the above question and wanted to share the answer on my... [Read more...]
Aggregate Theory Community Property Agreement
Why is it important to have a contract between spouses implementing the aggregate theory of... [Read more...]
Planning Considerations for People with Special Needs
There is a “special needs” child or adult in your life. What should you do?... [Read more...]
Qualified Personal Residence Trusts (QPRTs)
For people who have an estate tax problem and a large portion of their estate... [Read more...]
Sundown Syndrome: How to Help (An Elder Law Today Blog)
by Lois G. Tager, M. Ed., CSA Director of Geriatric Care Management, Litherland, Kennedy &... [Read more...]
Life Care Planning – What is It and Who Needs it?
Life Care Planning is a Family Affair. Whether your loved one is a parent, spouse... [Read more...]
Veteran’s Health and Benefits Administration
Veteran’s Health Administration — The Veteran’s Health Administration provides benefits for a variety of health... [Read more...]
Difficult Medi-Cal Planning Situation Involving Inheritance Resolved
A family came to me with a difficult Medi-Cal planning situation. Their mother had recently... [Read more...]
