Trusts

Are Pooled Special Needs Trusts Subject to SEC Regulation?

On March 24, 2023, the United States District Court for the Middle District of Florida ruled in Securities and Exchange…

2 years ago

Understanding Trusts: Keeping it EZ

An easy way to think about trusts is to consider the example of a delivery truck. A delivery truck driver…

2 years ago

Pooled Trusts Currently Authorized to Provide Trust Services in Georgia

As of this writing, the following pooled trusts are authorized by the Department of Community Health to provide trust services…

2 years ago

Secure Act 2.0 allows SNTs holding retirement accounts to name charitable beneficiaries

H.R. 2617, commonly known as the Consolidated Appropriations Act, 2023 (which includes the SECURE Act 2.0), amended provisions in the…

2 years ago

Wills versus Trusts: Do I need a Trust?

What is a Will? A Will, also known as a Last Will and Testament, is a document stating how your…

2 years ago

Property Rights

Assets are things you own that have value. Assets include all income and all resources. 42 U.S.C. § 1396p(h)(1).  They…

2 years ago

What makes a signature valid in Georgia?

The dictionary definition of "signature" is "a person's name written in a distinctive way as a form of identification in…

2 years ago

What does it mean to be “Disabled” Under the Social Security Act?

The Rule 42 U.S. Code § 1382c(a)(3)(A) states: "an individual shall be considered to be disabled for purposes of this…

2 years ago

Has Georgia Abolished Irrevocable Trusts?

The answer, like the answer to many legal questions, is maybe. Georgia has not outright abolished irrevocable trusts. However, O.C.G.A.…

2 years ago

Elder Law and Special Needs Law News Roundup – 7-22-2022

We regularly post links to news articles and other resources that related to Elder Law and Special Needs Law. We…

2 years ago