Updated April 14, 2017 Recent Question: Bob, is it OK for the trustee of a special needs trust to purchase a $2,000 pure bred spaniel for the trust beneficiary, Edwina? Recent Answer: Only if … [Read more...]
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Medicaid Transfer Penalty: Avoid This Costly Mistake
The Medicaid transfer penalty is the most common issue we deal with when we … [Read More...]
Valid POA MUST Be Honored
Based on multiple true events. It’s maddening! Chelsea is stuck! Her … [Read More...]
Corporate Transparency Act Now ON HOLD
The CTA is ON HOLD! Sort of. Thursday evening FinCEN announced its … [Read More...]