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...]
What is the Medi-Cal “look-back rule”?
Since an individual applying for Medi-Cal can’t qualify for Medi-Cal to pay for skilled nursing... [Read more...]
Administration of a Living Trust
What needs to be done to administer a Living Trust when the trust creator (“Trustor”)... [Read more...]
Tax-Free Exchange of Non-Qualified Annuities and Life Insurance for Long Term Care Insurance
Non-qualified annuities and life insurance can now be tax-free exchanged for long term care insurance... [Read more...]
2nd Update – Valuation Discounts – Thomas H. Holman Jr. et ux. v. Commissioner; No. 08-3774 (7 Apr 2010)
In a 2-1 split decision, a recent Court of Appeal agreed with the IRS that... [Read more...]
Update valuation discounts – Thomas H. Holman Jr. et ux. v. Commissioner; No. 08-3774 (7 Apr 2010)
While not earth shattering, a Court of Appeal just issued a ruling in the above... [Read more...]
Family Limited Partnerships
A family limited partnership (FLP) is not uniquely different from a limited partnership except that... [Read more...]
