IRS Notice 2023-30 set forth the safe harbor language for extinguishment and boundary line adjustment clauses required by y ยง…
David E. Hultstrom, President of Financial Architects, recently explained why past-performance is not a great way to evaluate financial advisors.…
Gregory Hall created a trust for his children. He also made gifts to his children prior to his death, including…
On April 25, 2023, the VA issued the following announcement: The Caregiver Support Program (CSP) is introducing a new nationwide…
On April 18, 2023, the Biden Whitehouse issued an Executive Order on Increasing Access to High-Quality Care and Supporting Caregivers.…
Ms. Humprey was a hospital patient and the University of Tennessee Medical Center filed a petition for Conservatorship. The petition…
On March 24, 2023, the United States District Court for the Middle District of Florida ruled in Securities and Exchange…
In Walsh v. Bowen (Ga. App. 2023), the Court considered whether an inter vivos gift to a 529 account was…
An easy way to think about trusts is to consider the example of a delivery truck. A delivery truck driver…
One of the most fundamental, but often overlooked issues when planning for - or evaluating - Medicaid eligibility is this:…