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Journey to the Third Question: Navigating Planning for those with an Alzheimer’s or Dementia Diagnosis

Julieanne E. Steinbacher Esq. Oct 2, 2024

The estate planning and elder law fields need specific planning options geared at not just the legal documents but the aging and health care network that exists. Gone are the days when people seek out a “general practitioner.” Today, clients demand specialized providers and best-in-class care, with elder law being no different. As attorneys in…

Are you Still Considering the Source?

Amanda Boardman Aug 20, 2024

Remember those school days, whether in elementary or college, when the teacher's voice echoed, "Consider your sources"? Now, even in the legal profession, that advice still rings true, albeit for different reasons. With the plethora of…

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Third-Party Pooled Special Needs Trust Topics to Discuss with Your Client

Joanne Marcus Aug 14, 2024

This article outlines third-party special needs trust topics to discuss with your client; such as Disability, Reviewing the Joinder Agreement, Funding the Sub-Account, and more.

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Expanding Your Practice: The Vital Role of Elder Law and Medicaid Planning

Jim Wolverton, JD Aug 8, 2024

As an estate planning attorney, your primary goal is to help clients’ wishes be fulfilled should they lose capacity and then preserve their legacy after they pass away. However, an essential, yet often overlooked, aspect of this protection…

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Beware of a Spousal Rights Trap That “May Be” in a Revocable Trust

Doyle Sanders, ILS Advisor Aug 2, 2024

For years, I have been counselling clients as to who should have a revocable trust without ever thinking of a serious trap for the unwary. But as can happen, even after many decades of practice, you encounter clients whose circumstances…

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Finally Final SECURE Regulations

InterActive Legal Content Team Jul 22, 2024

Last week, the IRS issued the long-awaited final regulations implementing the changes made by the SECURE Act. The regulations take effect 60 days from the date on which they were published (the publication date is July 19, 2024) and…

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FinCEN Updates its Beneficial Ownership Information FAQ Page

Elizabeth Q. Boehmcke Esq. Apr 25, 2024

FinCEN updates its Beneficial Ownership Information FAQ page, stating "Trust arrangements vary," and explaining how the rules apply when there is a corporate trustee. On April 18, 2024, FinCEN updated its Beneficial Ownership Information…

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Estate Planning Excellence: The ACE Roadmap to Success

Laura Cowan Esq. Apr 2, 2024

The list of things they teach you in law school is long. We know how to read a case, how to draft a brief, and how to craft an argument. We know how to issue spot. We know how to “think like a lawyer”. The list of things they don’t teach…

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Always Learning

Teresa L. Bush Esq. Mar 20, 2024

I was new to estate planning in the early nineties, and I was reminded recently that even though it may seem like the nineties were ten years ago (and it truly does, to me), they were thirty years ago. Some of you reading this were born in…

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New FinCEN Proposed Reporting Regulations for Residential Real Estate and a New Development…

Elizabeth Q. Boehmcke Esq. Mar 5, 2024

On February 16, 2024, FinCEN published new proposed anti-money laundering regulations for certain residential real estate transfers. These proposed regulations may be easy to overlook; however, trusts and estates practitioners should keep…

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