by Christine | Jan 10, 2012 | Elder Law, Estate Planning, Limited Conservatorships, Medi-Cal Long Term Care, Special Needs Trusts, Supplemental Security Income |
I just read a very interesting article in "The Voice" which is the newsletter of The Special Needs Alliance regarding using pooled trusts in estate planning written by a friend and fellow collegue, Stuart D. Zimring, an excellent...
by Christine | Jan 10, 2012 | Elder Law, Estate Planning, LIfe Insurance |
One billion dollars. That is the amount of money state regulators estimate is sitting on life insurers' books and owed as death benefits, some of it languishing there for decades. To make a broad but warranted generalization, life insurance companies generally...
by Christine | Jan 9, 2012 | Elder Law, Medi-Cal Long Term Care |
Along with the new beginnings that come along with a New Year, also come the new "numbers' for Long Term Care Medi-Cal Eligibility in California. Here is a brief outline regarding eligibility factors for ONLY the Medi-Cal Long Term Care Program....
by Christine | Jan 7, 2012 | Uncategorized |
The findings, the investigators pointed out, indicate that the key wealth creation vehicle is not the firm but the family Legacy companies – those incredible companies that have lasted for generations within a family, some 100 to 150 years, and continue to grow –...
by Christine | Jan 5, 2012 | Asset Protection, Estate Planning, Tax Planning |
The simple answers are usually painfully wrong, and the real art of asset protection is the exercise of considerable forethought as to how the structure will work under extreme duress, with creditors getting writs and orders so as to financially strangle the Debtor....
