Until recently, the IRS has said little (if anything) regarding whether assets the beneficiary of an irrevocable trust receives get…
There are several steps in setting up a tax exempt organization. We're reviewing them here. However, this post is not…
On June 12, 2023, the Tennessee Court of Appeals (Knoxville) upheld a settlement agreement requiring the recipient of funds in…
The following is a mishmash of information on various Elder Law, Special Needs Law, and Estate Planning issues. It also…
On June 1, 2023, the IRS issued Tax Tip 2023-75. There, the IRS explained: When banks, credit unions, businesses and…
IRS Notice 2023-30 set forth the safe harbor language for extinguishment and boundary line adjustment clauses required by y §…
The IRS announced its commitment to providing meaningful service and assistance to meet taxpayers' needs. In February, March, April, and…
H.R. 2617, commonly known as the Consolidated Appropriations Act, 2023 (which includes the SECURE Act 2.0), amended provisions in the…
We regularly post links to news articles and other resources related to Elder Law and Special Needs Law. We focus…
We regularly scour the internet looking for information relating to elder care, special needs and elder law. Although we review…