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Why use a decanting provision?
April 19 2015
What’s New in ElderDocx (and Some Tips and Tricks)
October 11 2018
VAPT Overview
February 8 2021
VAPT Design Sheets + Flow Chart
October 5 2021
VA Pension Planning Strategies
October 21 2019
Third-Party Supplemental Needs Trust (SNT) Design Sheet
October 5 2021
The EC Medicaid Asset Protection Trust™ Toolkit
July 19 2019
Standalone Will Design Sheet (Word)
February 8 2021
Sole Benefit Trust Design Sheet
October 5 2021
Self-Settled SNT (d4A) Design Sheet + Work Flow
October 5 2021
Secure Act Provisions
February 19 2020
Same-Gender Planning in ElderDocx
October 14 2014
RLT Unmarried Design Sheet + Flow Chart
February 8 2021
RLT Overview
February 8 2021