Trusts/Estate Planning

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Latest Web Content

In Memory of Ron Landsman: Tributes for a Gentle Giant

5/17/2023  

Ron Landsman was a prolific advocate, a caring and giving soul, and a giant in the field of elder and special needs law.

News Article

Multi-Generational Planning: Opportunities Abound

5/17/2023  

Multi-generational planning can be a “win-win” for clients who have trusting, mutually supportive relationships with children and grandchildren.

News Article

The Attorney-Client Disconnect

3/24/2023  

The way Americans plan for retirement is missing the mark, and the proof is in your appointment calendar.

News Article

Trusts and Life Estates in Home Equity Conversion Mortgage Transactions

1/13/2023  

HECMs work alongside trusts and life estates provided certain regulatory and lender requirements are met. This article explains what lenders and regulators require in this realm so that you can advise your clients effectively.

Journal Article

Planning for Disabled Beneficiaries Post SECURE

12/2/2022  

Minimize income tax with qualified disability trusts.

News Article

Tools of Trust, Estate, and Elder Abuse Pretrial

8/10/2022  

provides an overview of the methods and tools available to you to help your client succeed in trust, estate, and elder abuse litigation.

Recording

Decanting SNTs

5/6/2022  

What you should know about decanting a special needs trust.

News Article

Medicaid Trusts Trust Protector

5/6/2022  

Understanding the challenges of drafting a Medicaid trust.

News Article

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Advanced Elder Law Review

Advanced Issues in Pre-Mortem Legal Planning AELR 2022

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Advanced Issues in Pre-Mortem Legal Planning AELR 20227/27/2022 12:00:00 AM
Advanced Elder Law Review

Special Needs Counseling AELR 2022

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Special Needs Counseling AELR 20227/27/2022 12:00:00 AM
2021 Recorded Seminars (purchase)

A Letter of Intent - A Deep Dive (2021)

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A Letter of Intent - A Deep Dive (2021)4/1/2021 12:00:00 AM
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Evaluating the Rising Number of PSNT Programs (2021)

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Evaluating the Rising Number of PSNT Programs (2021)4/1/2021 12:00:00 AM
2021 Recorded Seminars (purchase)

SNT Distributions-Prickly Issues (2021)

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SNT Distributions-Prickly Issues (2021)4/1/2021 12:00:00 AM
2019 Recorded Seminars (free to members)

Leaving IRAs To A Trust (2019)

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Leaving IRA's To A Trust (2019)1/1/2020 12:00:00 AM
2019 Recorded Seminars (free to members)

Mechanics of Decanting - Learn the Basics (2019)

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Mechanics of Decanting - Learn the Basics (2019)1/1/2020 12:00:00 AM
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