Trusts/Estate Planning

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Blockchain Technology and the Estate Planning, Probate, and Trust Administration Revolution

6/28/2024  

Blockchain technology will provide greater access to estate planning, probate, and trust administration to people of all backgrounds and socioeconomic classes. This article examines how our clients can benefit and looks at the challenges ahead.

Journal Article

Must Sole Benefit Trusts Contain Payback Provisions

6/5/2024  

A sole benefit trust (SBT) is a powerful but misunderstood tool in the Medicaid planning toolbox.

Recording

New Trust Modifications and Tax Consequences

3/28/2024  

The IRS is at it again! Some practitioners in the estate planning community are referring to CCA 202352018 as the biggest IRS announcement in a decade.

Recording

Using Estate Planning to Reverse Discrimination

2/15/2024  

How estate planners can use their skills and experience to decrease racial inequity.

News Article

Rev. Rule 2023‐2 and Irrevocable Trusts: Setting The Record Straight

11/14/2023  

Irrevocable trusts have become an important part of Medicaid eligibility planning for many elder law attorneys. The IRS recently issued Revenue Ruling 2023-2, which discusses “stepped-up basis” of appreciated assets within irrevocable trusts.

Recording

Are Firearms Taking a Back Seat in Estate Planning?

11/9/2023  

Estate planning attorneys are in a perfect position to initiate conversations about gun ownership and dementia

News Article

Must Sole Benefit Trusts Contain Payback Provisions?

11/9/2023  

A sole benefit trust (SBT) is a powerful but misunderstood tool in the Medicaid planning toolbox.

News Article

Family Meeting: Key to Successful Planning, but When and How Do You Carry One Out?

8/24/2023  

We wrote this article together knowing we are both firm believers in the benefits of family meetings for our clients, yet we do not totally agree on how a family meeting should look or be carried out.

News Article

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Advanced Elder Law Review

Advanced Issues Pre-Mortem Legal Planning AELR 2024 Edition

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Advanced Issues Pre-Mortem Legal Planning AELR 2024 Edition7/1/2024 12:00:00 AM
Advanced Elder Law Review

Special Needs Counseling AELR 2024 Edition

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Special Needs Counseling AELR 2024 Edition7/1/2024 12:00:00 AM
2024 Recorded Seminars (purchase)

Digital Assets and How to Plan For Them

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Digital Assets and How to Plan For Them6/27/2024 12:00:00 AM
2024 Recorded Seminars (purchase)

Drafting For Uncontested Estates and Trust Administration

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Drafting For Uncontested Estates and Trust Administration6/27/2024 12:00:00 AM
2024 Recorded Seminars (purchase)

Integrating Long-Term Insurance into the Estate Plan

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Integrating Long-Term Insurance into the Estate Plan6/27/2024 12:00:00 AM
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Drafting for Special Needs Trusts: Ensuring True Intentions

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Drafting for Special Needs Trusts: Ensuring True Intentions6/27/2024 12:00:00 AM
2024 Recorded Seminars (purchase)

Irrevocable Life Insurance Trust from Start to Finish

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Irrevocable Life Insurance Trust from Start to Finish6/27/2024 12:00:00 AM
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