by Christine | Mar 23, 2012 | Elder Law, Estate Planning, Medi-Cal Long Term Care, Medicaid |
A New York appeals court rules that a woman who, two years before applying for Medicaid, transferred money to a friend through joint tenancies in a claimed effort to avoid probate did not rebut the presumption that the transfers were made in order to qualify for...
by Christine | Mar 22, 2012 | Estate Tax, Gift Tax |
If you have not used up your unified credit yet there is a pretty compelling case for making a large gift in 2012. Lately, writing about estate law is a lot like writing commentary on a monster movie. This estate law “monster” should be known as the dreaded “Unknown...
by Christine | Mar 21, 2012 | Charitable Giving, Legacy |
Perhaps the most powerful and common reason why the rich give is the idea most commonly referred to as “legacy.” At some point in your life, there comes a moment when it becomes important – vital, in fact – to focus your energies on a cause and give to charity with...
by Christine | Mar 20, 2012 | Estate Law, Estate Planning, Trust Protector, Trustee, Trusts |
It used to be that you would write out your will, name some trustees and hope for the best for all of eternity. But, increasingly, folks aren't leaving it to luck. They're appointing a "trust protector," someone given broad power to reshape your...
by Christine | Mar 20, 2012 | Estate Law, Estate Planning, Trust Protector, Trustee, Trusts |
It used to be that you would write out your will, name some trustees and hope for the best for all of eternity. But, increasingly, folks aren't leaving it to luck. They're appointing a "trust protector," someone given broad power to reshape your...
