Only when I began working with ILS documents did I learn what a great option the Clayton QTIP can be for flexibility in estate planning, as an alternative – or in addition to – a disclaimer plan. Had I not started working with ILS, I…
Medicare Set Asides (MSAs) are common in the Workers’ Comp field and may become more commonplace in liability cases sooner than later. At settlement, many attorneys acknowledge that their clients are incapable of managing the settlement…
The number one concern among Beneficiaries and Advocates regarding a pooled special needs trust (PSNT) is understanding how the trust and disbursement process work. Accessing the trust and requesting disbursements should not be frustrating.…
A PSNT can provide your client with objective administration of funds and protection of means-tested government benefits (Medicaid and SSI) with lower funding requirements and fees than traditional financial institutions.
If you are just venturing into an elder law and special needs planning practice, you have already discovered that the area of practice is defined by the clients you serve. Elder law is much more than just “Medicaid Planning” or “Medicaid…
This Webinar will address the available asset protection strategies, the advantages and disadvantages of each strategy, drafting considerations and the ancillary considerations for each strategy including tax & insurance considerations.
This webinar will discuss the situations where you would use a reverse half a loaf plan, the different options for planning, and the mechanics of using a reverse half a loaf plan.