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Elizabeth Q. Boehmcke Esq. 21 posts 0 comments

Elizabeth (“Beth”) Boehmcke graduated cum laude from the University of Michigan Law School in 1993. After graduation from law school through 2003, she specialized in high net worth estate planning, with an emphasis on cross-border and asset protection planning, and the representation of fiduciaries managing complex trusts and family businesses.

During her career in New York, she was an associate attorney at both Rogers & Wells (now Clifford Chance) and Hodgson Russ in New York City. After a hiatus in her legal career to care for her children, she resumed her legal career by passing the Virginia bar in 2014 and began working for the Hook Law Center, P.C., where she expanded her estate planning practice to include elder law, specifically focusing on asset protection planning for Medicaid and Veteran’s benefits.

She is a proud graduate of the University of Virginia where she received a B.A. with distinction in Psychology in 1988 and is also a graduate of SUNY-Buffalo where she received an M.A. in Clinical Psychology in 1990.

Drafting

Interview Secrets – Tips and Tricks for Document Interviews in InterActive Legal

Elizabeth Q. Boehmcke Esq. Jun 25, 2021
Document interviews in InterActive Legal follow a format that we all recognize – a list of screen titles on the left, questions on the right, navigation keys to move forward and back at the bottom. Beyond the basics, however, are several…
Blog

Flexible, Cautious Drafting Can Save the Day – Even Publication 590-B is No Problem

Elizabeth Q. Boehmcke Esq. May 2, 2021
The Internal Revenue Service (the "Service") issued the 2020 version of Publication 590-B "Distributions from Individual Retirement Arrangements (IRAs)" on March 25, 2021, to assist taxpayers with understanding how their retirement accounts…
Drafting

Drafting for Only Children in InterActive Legal

Elizabeth Q. Boehmcke Esq. Mar 26, 2021
Many clients have two or more children, some have none, and then there is the only child. Parents with one child might review estate planning documents with a different perspective than others – expecting to see property left to that one…
Drafting

Drafting for Continued Uncertainty: Drafting Flexible Gifts in InterActive Legal

Elizabeth Q. Boehmcke Esq. Jan 29, 2021
The uncertainty that drove a significant amount of estate planning at the end of 2020 has carried over into the new year, with many attorneys drafting trusts for clients in an effort to use the relatively high gift and estate tax exemption…
Software Training

Expanded Residuary Disposition Options In InterActive LegalSuite

Elizabeth Q. Boehmcke Esq. Nov 10, 2020
The recorded lessons below provide instruction on how to use expanded residuary disposition options added to InterActive Legal Revocable Trusts in October 2020. These options will allow drafters to leave the residue in different…
Drafting

What’s New 2020

Elizabeth Q. Boehmcke Esq. Apr 24, 2020
In our April subscriber drafting webinar, we will review changes and enhancements that have been made to InterActive Legal practice systems over the past year.
Roundtable

The Balancing Act – Staying Upright When Dealing With Diminished Capacity

Elizabeth Q. Boehmcke Esq. Mar 28, 2019
As lawyers, our primary obligation is to serve the best interests of the client. One way estate planners do this is by putting a plan in place to protect both the client and the client’s assets in the event of incapacity. In the ideal…
Blog

New VA Regulations for Aid & Attendance (Part 3): Deductible Medical Expenses

Elizabeth Q. Boehmcke Esq. Nov 1, 2018
This installment will focus on the expanded definition of deductible medical expenses and how it will be beneficial in allowing many veterans and their surviving spouses to qualify for Aid & Attendance.
Blog

New VA Regulations for Aid & Attendance: The Look-Back Period and Transfer Penalties

Elizabeth Q. Boehmcke Esq. Oct 24, 2018
The big news coming out of the regulations is that the VA is imposing a 36-month look-back period on asset transfers. For planners, the news is a bit of a mixed bag. As will be discussed, while the imposition of a look-back period and…
Blog

Finally! VA Releases Regulations for Needs-Based Benefits

Elizabeth Q. Boehmcke Esq. Oct 17, 2018
In January 2015, the Department of Veterans Affairs (the "VA") published proposed regulations amending eligibility requirements for its needs-based programs, including the veteran's aid and attendance pension benefit for veterans and their…
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