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elder law resources - ABLE Accounts - Additional Guidance - Trust Beneficiaries

IRS Notice 2023-30 set forth the safe harbor language for extinguishment and boundary line adjustment clauses required by y § 605(d)(1) of the SECURE 2.0 Act of 2022 (SECURE 2.0 Act). It addresses only amendments to extinguishment and boundary line adjustment clauses in accordance with § 605(d) of the SECURE 2.0 Act. This safe harbor […]

elder law resources - ABLE Accounts - Additional Guidance - Trust Beneficiaries

The IRS announced its commitment to providing meaningful service and assistance to meet taxpayers’ needs. In February, March, April, and May 2023, many IRS Taxpayer Assistance Centers will be open on Saturdays. You do not need an appointment. Come prepared, bring documents: Current government-issued photo identification, Social Security cards for members of their household, including […]

elder law resources - ABLE Accounts - Additional Guidance - Trust Beneficiaries

H.R. 2617, commonly known as the Consolidated Appropriations Act, 2023 (which includes the SECURE Act 2.0), amended provisions in the tax code to allow special needs trusts to leave remaining funds in a retirement account to a charitable organization. The Bill became Law when signed by President Biden on December 29, 2022. The Senate Summary […]

We regularly post links to news articles and other resources related to Elder Law and Special Needs Law. We focus on general news, health and healthcare news, special needs news, events, government sources, financial and retirement news and legal news. Some cited resources are for professionals, but most are news or other helpful articles we […]

We regularly scour the internet looking for information relating to elder care, special needs and elder law. Although we review a number of sources collecting information, many of the articles listed here were found using Google Scholar Alerts. If a link you need has gone missing, try pasting the link into the Wayback Machine (Internet […]

Elle

We regularly post links to news articles and other resources that related to Elder Law and Special Needs Law. We focus on general news, health and healthcare news, special needs news, events, government sources, financial and retirement news and legal news. Some cited resources are for professionals, but most are news or other helpful articles […]

Georgia State Medicaid Plan - Rules of Evidence - Scholarly Articles

The IRS says “it depends.” Different situations have different limitations periods (e.g., how long the IRS can go back to second-guess what you did). The following is a list of general guidelines based on current (7-21-2022) advice: Keep records for 3 years if situations (4), (5), and (6) below do not apply to you. Keep […]

Gibbs

We regularly post links to news articles and other resources related to Elder Law and Special Needs Law. We focus on general news, health and healthcare news, special needs news, events, government sources, financial and retirement news and legal news. Some cited resources are for professionals, but most are news or other helpful articles we […]

Gibbs, Ali and Elle

We regularly post links to news articles and other resources related to Elder Law and Special Needs Law. We focus on general news, health and healthcare news, special needs news, events, government sources, financial and retirement news and legal news. Some cited resources are for professionals, but most are news or other helpful articles we […]

Gibbs

We regularly post links to news articles and other resources that might be of interest to our viewers. We focus on general news, health and healthcare news, special needs news, events, government sources, financial and retirement news and legal news. Only headlines are listed so you can use this page like a newspaper, reading only […]

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