Trusts

Arc Posts Videos Overviewing Special Needs Trusts and ABLE Accounts

The Arc of the United States recently posted new videos providing an Overview of Special Needs Trusts and ABLE accounts.…

3 years ago

2021 National Conference on Special Needs Planning and Special Needs Trusts, October 13-15, 2021

Registration is open for the 2021 National Conference on Special Needs Planning and Special Needs Trusts, October 13-15, 2021. It…

3 years ago

2022 Special Needs Planning Symposium, February 24 – 26, 2022

2022 Special Needs Planning Symposium We don't always give a shout out for symposiums sponsored by others, but we'll make…

3 years ago

Estate Tax and Gift Tax Anti-Claw Back Regulations

In 2021, the life-time estate and gift tax exemption is $11.7 million per donee (dead person or giftor). The exemption…

3 years ago

What is the Rule Against Perpetuities?

The Rule Against Perpetuities routinely stumps law students and lawyers, and can turn home-made documents into disasters. A deed, trust…

3 years ago

Medicaid: Cases

Cooperative federalism is not license to re-write clear federal rules (Co. App.) Ruth Koehler sued the Department after it terminated…

3 years ago

Trusts: Cases

Trustee had discretion to assess defense costs to wayward son (Ga. App.) ------------------------------------ Howard McPherson established an irrevocable trust in…

3 years ago

Special Needs Roundtable

On July 29, 2016, the Elder Law Practice of David L. McGuffey hosted a Special Needs Roundtable in Dalton, Georgia.…

3 years ago

In Terrorem Clause: Giller v. Slosberg (Ga. Ct. App. April 27, 2021)

In Giller v. Slosberg, an elderly father revoked an existing power of attorney, executed a new power of attorney, and…

3 years ago

Cooper v. Trust Company Bank, 257 Ga. 272 (1987)

Trust Company Bank was named trustee of a trust created by Nancy Cooper in 1968. The trust provided that the…

3 years ago