Estate and Elder Law Resources

SSA CLARIFIES SOLE BENEFITS RULE: TRUSTEES MAY BREATHE A LITTLE EASIER

by Elizabeth Q. Boehmcke, Esq.

PROPOSED REGULATIONS UNDER SECTION 2704

by Mitchell M. Gans and Jonathan G. Blattmachr

ESTATE TAX REPEAL IS NOT A TEMPORARY OR PERMANENT CERTAINTY: HOW TO PLAN NOW

by Jonathan G. Blattmachr and Martin M. Shenkman

ING TRUST RULING – WHAT YOU NEED TO KNOW

by Jonathan G. Blattmachr and Vanessa L. Kanaga

ESTATE PLANNING FOR BLENDED FAMILIES

by Andrew H. Hook

MEDICAID TRANSFER OF ASSET PENALTY HOW DOES IT WORK?

by Thomas D. Begley, Jr.

SOME GUIDANCE FROM THE FINAL REGULATIONS ON ESTATE TAX INCLUSION FOR GRATS, CRTS AND QPRTS

by Diana S. C. Zeydel, Mitchell M. Gans & Jonathan G. Blattmachr

GIFT TAX SAFETY NETS FOR INSTALLMENT SALES TO GRANTOR TRUSTS

by Jonathan G. Blattmachr and Michael L. Graham

THE ACT OF DECANTING: AMENDING TRUSTS WITHOUT GOING TO COURT

by Jonathan G. Blattmachr, Diana S.C. Zeydel, and Michael L Graham

A BENEFICIARY AS TRUST OWNER: DECODING SECTION 678

by Jonathan G. Blattmachr, Mitchell M. Gans and Alvina H. Lo

HOLY COW! THE IMPOSSIBLE HAS HAPPENED: 2010 WILL START AS A YEAR WITHOUT ESTATE TAX AND WITH CARRYOVER BASIS

by Jonathan G. Blattmachr and Carlyn S. McCaffrey

MEDICAID TRUSTS: WHAT'S YOUR BASIS?

by Bernard A. Krooks and Jonathan G. Blattmachr

PLANNING FOR THE UNKNOWN: 2010 AND BEYOND

by Jonathan G. Blattmachr

OPPORTUNITIES PRIOR TO TAX LAW CHANGES

by Robert S. Keebler, CPA, MST

FAMILY TAX PLANNING FORUM: ROTH IRA CONVERSION PLANNING IN 2011 AND 2012

by Robert S. Keebler, CPA, MST