Retirement benefits are “special assets” because of the special tax rules that govern them. Some of these special tax rules have been modified by the SECURE Act and SECURE 2.0. In December 2022, the Consolidated Appropriations Act was signed into law,…
Do your clients pay for a caregiver, companion, or other service provider directly out of a special needs trust? While these arrangements are often managed casually, there is a great deal of care and responsibility that must go into handling these employment…
Passing on an individual retirement account (IRA) can be an effective way to pass on a legacy to a loved one with special needs. Utilizing a first-party special needs trust to receive the funds from an inherited IRA has unique…
Elder law attorneys have long heard that working with personal injury attorneys can be a profitable source of business. Elder law attorneys can assist an injured plaintiff maintain their benefits while ensuring their personal injury award lasts as long as…
Revocable living trusts are a common “basic estate planning” tool used to ensure probate avoidance. A supplemental needs trust embedded in the trust is designed for a beneficiary who may be disabled at the time of inheritance. However, revocable living…
Estate planners and elder attorneys have heard the term “pooled trust,” but how many of us really know how they work and what practical benefits they offer our clients and their families? These unique trusts are managed by professionals and…
Part 1 Recorded: February 11, 2020 Presented by: Stephen W. Dale, Esq., LL.M and Brian Albee, J.D. Duration: 66 minutes How will your planning and drafting change under the new SECURE Act provisions? What opportunities are available for disabled and chronically…
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.