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

2022 Tax School

7/27/2022

An engaging workshop filled with practical knowledge to spot tax issues in elder law planning and expand your client service offerings.

Recording

Tax Planning Strategies To Help Clients Save Money

5/10/2022  

This session will discuss the tax planning opportunities that can be uncovered when helping clients with estate and long-term care planning issues

Recording

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)

Journal Article

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2023 Recorded Seminars (purchase)

The Great Sunset of 2025 and Other Tax Mysteries

Regular:  $199.00  Member:  $99.00

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The Great Sunset of 2025 and Other Tax Mysteries7/15/2023 12:00:00 AM
Advanced Elder Law Review

Advanced Tax Issues Pre and Post Mortem Planning AELR 2022

Regular:  $199.00  Member:  $99.00

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Advanced Tax Issues Pre and Post Mortem Planning AELR 20227/27/2022 12:00:00 AM
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