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January 20, 2021
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Category: Elder Law

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...
Elder Law, Legal Articles

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...
Elder Law, Legal Articles

ABLE Accounts Open in Virginia

For those of you who have been waiting for Virginia529 to open the enrollment process for ABLE accounts, your...
Elder Law, Legal Articles

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...
Elder Law, Legal Articles

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...
Elder Law, Legal Articles

DeCambre Reversed

By Thomas D. Begley, Jr., CELA (Article originally published in the Barrister)  Section 8 of the Federal Housing Act...
Elder Law, Legal Articles

Disability Annuity Special Needs Trusts

By Thomas D. Begley, Jr., CELA One of the trusts used in Medicaid Planning is a Disability Annuity Special...
Elder Law, Legal Articles

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...
Elder Law, Legal Articles

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...
Elder Law, Legal Articles

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....
Elder Law, Legal Articles

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,...
Elder Law, Legal Articles

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...
Elder Law, Legal Articles

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...
Elder Law, Legal Articles

‘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...
Elder Law, Legal Articles

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...
Elder Law, Legal Articles
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