Category: Blog
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Have You Met Clayton?
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 probably never would have taken the opportunity to understand this…
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Avoiding the Accidental Estate Plan
As estate planners, part of our job is making sure our clients’ desires – as far as who receives their property – are fulfilled. Some clients know exactly what they want, and others need to be provided with options so that they can choose the who and the how. But in every case, we also…
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Why InterActive Legal?
Estate Planning and Elder Law professionals turn to us as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system, extensive continuing education, thought-provoking discussion forums, and more.
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Renounce the Disclaimer: Clayton Rules
Post-mortem flexibility is imperative for Elder Law practitioners and their clients. Careful attention must be given to potential income, estate and gift tax issues and potential disqualifying transfers for Medicaid. What is favorable from a tax perspective can be detrimental for Medicaid purposes. They have to make decisions today which may be judged years in…
