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...]
Health Care Reform and Medi-Cal
The recent health care legislation includes several provisions which are intended to amend the Medi-Cal... [Read more...]
What Costs Will Medi-Cal Pay?
For those who qualify, Medi-Cal will pay for the cost of skilled nursing home care... [Read more...]
Who Determines Incapacity?
If an estate plan is in place, the first place to look for an answer... [Read more...]
What is Probate?
The court proceedings known as “probate” has one primary function, to change the legal title... [Read more...]
Medi-Cal Qualification-Home Sweet Home
When it comes to issues of Medi-Cal and the primary residence, there are two situations... [Read more...]
Estate Tax Crisis of 2010
Yes, we are in crisis, but only because we don’t know where we are. Technically,... [Read more...]
