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 property) is an important goal. Getting the concept down, however, can be a bit … Continue Reading
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 know that it will be up to you to come up with a solution.
You’ve also been … Continue Reading
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 Edwina is not planning on eating the dog. I’ll explain. First, you’ll need to … Continue Reading
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 Benefit Trust” can be a useful solution for a disabled grantor who wishes to protect … Continue Reading
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, against mounds of advice, on creating maximum legal havoc. Here are ten great ways … Continue Reading