SNT Trustee Ordered to Reimburse Some Conservator Expenses In Weidner v. Stevenson (Cal. App. 2nd Dist. May 13, 2024), Roberta…
In Agency for Health Care Administration v. Spence (Fla. App. 3rd Dist May 22, 2024) the Court of Appeals reversed…
When someone accepts the position of trustee, he (or she or it) must act for the benefit of the trust…
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.…
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…
Warren Buffett The following video clips are from Berkshire Hathaway Annual Meetings where Warren Buffett fielded questions regarding estate planning:…
Sometimes you just have to say No "No" isn't a four-letter word. Saying "no" isn't necessarily bad and you shouldn't…
Some people want to control others. This reminds me of the Bible story in Genesis 27 where Jacob stole Esau's…