The 65-Day Rule: What Every Trustee Should Know about Taxes
Happy New Year! We hope you and yours had an enjoyable holiday season and that 2017 brings you happiness...
Category: Elder Law
Robin Williams’ family battles over estate
Robin Williams’ widow Susan Williams settled out of court a lawsuit over the late actor’s estate last year. The...
ABLE Accounts Open in Virginia
For those of you who have been waiting for Virginia529 to open the enrollment process for ABLE accounts, your...
Special Needs Trust Fairness Act Passes Congress
On December 7, 2016, the Special Needs Trust Fairness Act passed Congress as part of the 21st Century Cures...
Using Self-Settled Special Needs Trusts in Medicaid Planning
By Thomas D. Begley, Jr., CELA Trusts for disabled individuals who have not reached age 65 and are funded...
DeCambre Reversed
By Thomas D. Begley, Jr., CELA (Article originally published in the Barrister) Section 8 of the Federal Housing Act...
Disability Annuity Special Needs Trusts
By Thomas D. Begley, Jr., CELA One of the trusts used in Medicaid Planning is a Disability Annuity Special...
Problematic Proposed Regulations May Harm Family Businesses If Left Unaddressed
This newsletter recently addressed proposed treasury regulations that, if enacted, will drastically impact transfers of family businesses. The hearings...
Michael Gilfix, National Experts Form Trump Policy Analysis Group
THE TRUMP POLICY ANALYSIS GROUP (TPAG) – FOCUSING ON OLDER AMERICANS AND THOSE WITH SPECIAL NEEDS The Trump Policy...
Decanting an Irrevocable Trust to Protect Public Benefit Eligibility
Unintended consequences can occur when people fail to consider the effect of a plan on persons with special needs....
Three mistakes parents of special needs children should avoid
Parents of special needs children hope to provide their offspring with financial security and the care they need. However,...
Things for Seniors to Consider Before Remarrying
Things for Seniors to Consider Before Remarrying To a young couple starting a family, marriage may seem like an obvious...
Things for Seniors to Consider Before Remarrying
To a young couple starting a family, marriage may seem like an obvious step. For those in their golden...
‘Tis the Season…for hospital admissions and long-term are planning!
Author: Stephanie Washington Co-Author: Letha Sgritta-McDowell During the holidays, it is not uncommon for emergency rooms to see an...
National Gilfix & La Poll Article on Multigeneration Strategies and “New Economy” Services
At Gilfix & La Poll, we take pride in innovating new ways to serve our estate planning clients. We...