The American Housing and Economic Mobility Act of 2021 (now "of 2024") may have taken on new life recently as…
Stetson's College of Law announced that it will offer a graduate certificate program for Elder Law Attorneys who need tax…
The amounts below are the estate tax exclusion amounts as provided by the IRS. Unless Congress takes action, in 2026,…
Each year statutory provisions require the IRS to adjust tax rates based on inflation. Although we're a bit tardy posting…
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…
The following is a mishmash of information on various Elder Law, Special Needs Law, and Estate Planning issues. It also…
General News Sources: Oldest person in the US reportedly dies at 115 Supreme Court declines to hear case of Delphi…
A recent Forbes article by Matthew Erskine, 2022 Transfer Tax Update, suggests that now is the time to make gifts…
General Sources: Autism Society's Capital Connection 12-16-2021 (reviewing Build Back Better Act) National Health Care Spending in 2020: Growth Driven…