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…
In 1977, Collins took a judgment against Hunt for $300,000. Collins then sought to enforce the judgment against a Louisiana…
A trust sought direction concerning whether it was required to pay for private school tuition. A grandfather established a trust…