IMPORTANT: THIS ARTICLE HAS BEEN DRASTICALLY REVISED IN 2022. PLEASE SEE THE UP-TO-DATE VERSION HERE. Understanding life estates may be essential if protecting the home (or other real … [Read more...]
Can You Dodge These Looming Threats?
You have that uneasy feeling that you ought to be doing something . . . just not sure what. Perhaps Mom or Dad has been exhibiting some troubling health symptoms. As the oldest/only/closest child you … [Read more...]
Should Special Needs Trust Beneficiaries Eat Their Pets?
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...]
Sole Benefit Trusts and Special Needs Trusts
A Sole Benefit Trust is an often neglected yet important type of Special Needs Trust that can be useful in planning for certain categories of individuals with disabilities. For example, a “Sole … [Read more...]
10 Great Ways to Cause an Elder Law Train Wreck
As an elder law and special needs attorney I get a track-side seat for a pile of planning train wrecks: Here are the best ones . . . This is a column for the contrarians among us who will insist, … [Read more...]
