Grave Robbing in the 21st Century
In today’s increasingly connected world, identity theft has become a serious problem.
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The 20 Key Performance Indicators of a Successful Law Firm
Successful business owners use dashboards, they track their business’s KPIs (key performance indicators) so they can diagnose problems, identify opportunities, and make good decisions. If you own your law firm, you’re a business owner too…
Geriatric Care Management: An Untapped Resource for Elder Law Attorneys
Due to established long-term client relationships some attorneys also see things reaching a boiling point. Estate planning and elder law firms are feeling the effects of the aging population and are increasingly being asked to act as…
New VA Regulations for Aid & Attendance (Part 3): Deductible Medical Expenses
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.
New VA Regulations for Aid & Attendance: The Look-Back Period and Transfer Penalties
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…
Finally! VA Releases Regulations for Needs-Based Benefits
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…
How the Elder Law Attorney Can Help the Personal Injury Attorney
The case is about to settle, or the verdict is in, and now the client wants to know how will it affect his or her benefits. First, you will likely have to help the personal injury (PI) attorney assess the type or types of benefits the…
The Cobbler’s Children
I will confess that I, as an estate planner, spent several years without an adequate estate plan of my own. It makes me wonder how many of my colleagues are in the same boat. As estate planners, we should arguably have the most up-to-date…
Telephone Intake Scripts Decrease Fee Objections, Increase Closure Rates, and Save Hours of Time
You’ve probably heard that policies, procedures, systems, and processes will not only save your sanity, but also make you and your team more efficient. Maybe you even “get” it and want to document your processes, but don’t know where to…
SSA Clarifies Sole Benefit Rule: Trustees May Breathe a Little Easier
Practitioners who regularly work with special needs clients are probably aware that the Social Security Administration ("SSA") released revisions to the Program Operating Manual System ("POMS") on April 30, 2018. But since many of us…
