The Arc of the United States recently posted new videos providing an Overview of Special Needs Trusts and ABLE accounts.…
Registration is open for the 2021 National Conference on Special Needs Planning and Special Needs Trusts, October 13-15, 2021. It…
2022 Special Needs Planning Symposium We don't always give a shout out for symposiums sponsored by others, but we'll make…
In 2021, the life-time estate and gift tax exemption is $11.7 million per donee (dead person or giftor). The exemption…
The Rule Against Perpetuities routinely stumps law students and lawyers, and can turn home-made documents into disasters. A deed, trust…
Cooperative federalism is not license to re-write clear federal rules (Co. App.) Ruth Koehler sued the Department after it terminated…
Trustee had discretion to assess defense costs to wayward son (Ga. App.) ------------------------------------ Howard McPherson established an irrevocable trust in…
On July 29, 2016, the Elder Law Practice of David L. McGuffey hosted a Special Needs Roundtable in Dalton, Georgia.…
In Giller v. Slosberg, an elderly father revoked an existing power of attorney, executed a new power of attorney, and…
Trust Company Bank was named trustee of a trust created by Nancy Cooper in 1968. The trust provided that the…