Resources

A once-popular estate planning tool may now cost families more in taxes than it saves. Changes in the estate tax have made the “bypass trust” a less appealing option for many families.

A growing problem with adult guardianship abuse is causing calls to reform the system. Vulnerable elderly can get caught in the guardianship system, being harmed and exploited by the very process that is supposed to protect them.

As long-term care insurance premiums rise and fewer companies offer policies, alternatives to traditional long-term care insurance policies are springing up.

Increased dependency due to illness, disability or cognitive impairments can make seniors susceptible to financial abuse.

Time is running out to use a potentially very lucrative Social Security benefits-claiming strategy. Spouses will no longer be able to use the “file and suspend” strategy after April 29, 2016. Beware, however, that the new rules are causing confusion at some Social Security offices.

Armed with movie-theater sized boxes of candy, as soon as I got to the front of the classroom a sweet girl piped up, “Love your shoes!” I liked her immediately. Not to be outdone, the boy sitting next to her, a future lady-killer, shouted, “Love your outfit!” He can now date my daughter in 4 years.

As a special needs planning attorney and director of a non-profit that administers special needs trusts this book is an essential resource for me, my staff, and clients. While written for California trustees of special needs trusts, these trusts in particular are written to conform to federal statutes and policy.

Learn about special needs trusts with our experienced special needs attorney in Michigan at Michigan Law Center. Read our blog or call for a consultation.

There is a new CMS (Center for Medicare and Medicaid Services) reporting requirement, Section 111 of the Medicare, Medicaid & SCHIP Extension Act (MMSEA), 42 USCS §1395(y)(b)(8), effective July 1, 2009 that we need to be prepared to advise litigation firms and the court when serving as Guardian Ad Litem.