Tax Issues

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The Effect of Gallenstein on Elder Law Planning

5/17/2023  

In planning for seniors, family residence ownership is often a key issue. The decision in Gallenstein v. United States and subsequent cases will greatly affect the course our clients will take in their planning.

News Article

SECURE 2.0 Opens the Door for Qualified Longevity Annuity Contracts (QLACs)

5/11/2023  

The QLAC allows individuals to convert up to $200,000 of their IRA to a non-countable resource for Medicaid eligibility.

News Article

How to Review Federal Individual Income Tax Returns

9/10/2022  

As elder law attorneys, we need to understand the basics of federal individual income tax returns and know when to consult with the tax professionals.

News Article

Medicaid Planning Trusts, Gift Tax, and Estate Tax

1/2/2022  

Medicaid planning trusts (MPT) are irrevocable trusts drafted in such a way to meet the No Circumstances of Payment Test

News Article

Tax Section: Back to Gift Tax Basics

7/1/2021  

With looming changes to estate and gift tax, it's time for elder and special needs law attorneys to brush up on a few tax basics.

News Article

Purchasing an Annuity in an Institutionalized Spouse’s IRA

9/20/2020  

A recent article in NAELA Journal addressed the problem of how to maximize Medicaid benefits and minimize the tax burden for an institutionalized spouse who has a substantial individual retirement account (IRA) in a state where the account is not exe

Journal Article

Tax Basics Of Special Needs Trusts

8/27/2020  

This in-depth discussion is based on an article published in the 2019 NAELA Journal

Recording

Pandemic Related Tax Issues

5/8/2020  

NAELA members share sample language for documents drafted based on this current pandemic.

Recording

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Advanced Elder Law Review

Advanced Tax Issues Pre and Post Mortem Planning AELR 2022

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Advanced Tax Issues Pre and Post Mortem Planning AELR 20227/27/2022 12:00:00 AM
2019 Recorded Seminars (free to members)

How Not to Drown Under the Tax Reform Act (2019)

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How Not to Drown Under the Tax Reform Act (2019)1/1/2020 12:00:00 AM
Advanced Elder Law Review

Advanced Issues in Pre-Mortem Estate Planning 2019

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Advanced Issues in Pre-Mortem Estate Planning 20191/1/2020 12:00:00 AM
2017 Recorded Seminars (free to members)

Stripping Gains and Shaving Taxes (2017)

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Stripping Gains and Shaving Taxes (2017)1/1/2018 12:00:00 AM
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Knowing Your Ethics Limits On Taxes (2017)

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Knowing Your Ethics Limits On Taxes (2017)1/1/2018 12:00:00 AM
2016 Recorded Seminars (free to members)

New Developments From the IRS (2016)

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New Developments From the IRS (2016)1/1/2017 12:00:00 AM
2016 Recorded Seminars (free to members)

Sophisticated Tax and Estate Planning Pt.1 (2016)

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Sophisticated Tax and Estate Planning Pt.1 (2016)1/1/2017 12:00:00 AM
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