When someone accepts the position of trustee, he (or she or it) must act for the benefit of the trust…
During the 2024 legislative session, HB 1247 morphed into SB 420, which passed both houses and was signed by the…
On November 28, 2023, the IRS Office of Chief Counsel published a memorandum addressing whether modification of an irrevocable grantor…
The federal Medicaid statute authorizes the use of individual self-settled special needs trusts for individuals under the age of 65.…
In Creamer v. Manley, decided March 14, 2024, the Court of Appeals affirmed summary judgment upholding the validity of a…
Recently we received a document we haven't seen before which informs Medicaid recipients that their special needs trust accounting was…
Recently the Special Needs Alliance published a new handbook for individuals with disabilities and their advocates. The SNA states: "The…
Historically, unborn embryos have not been considered children. Recently, in LePage v. The Center for Responsive Productive Medicine, P.C., the…
What Constitutes a Valid Will? In Michigan, a jury found that a handwritten document by Aretha Franklin, found in her…
Warren Buffett The following video clips are from Berkshire Hathaway Annual Meetings where Warren Buffett fielded questions regarding estate planning:…