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Home / Archives for Legal Education

Assignment and Nominee

August 14, 2020

Estate Planning, Legal Education Tagged With: Estate Planning, Funding

What’s an “Assignment and Nominee” agreement and what does it do? Some attorneys use such an agreement as a belt and suspenders approach to funding. Read on to learn more. … [Read more...] about Assignment and Nominee

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, Funding

Leaving Assets Can Be Tricky – Part 3

August 13, 2020

Estate Planning, Legal Education Tagged With: children, distribution, Estate Planning, special needs

Leaving assets to your adult children or other beneficiaries may seem simple. But in many situations, it can be quite tricky. For example, if you have a beneficiary with special needs, you must take special care. Read on to learn more. … [Read more...] about Leaving Assets Can Be Tricky – Part 3

Filed Under: Estate Planning, Legal Education Tagged With: children, distribution, Estate Planning, special needs

Leaving Assets Can Be Tricky – Part 2

August 12, 2020

Estate Planning, Legal Education Tagged With: children, distribution, Estate Planning, incarceration

Leaving assets to your adult children or other beneficiaries may seem simple. But in many situations, it can be quite tricky. Read on to learn more. … [Read more...] about Leaving Assets Can Be Tricky – Part 2

Filed Under: Estate Planning, Legal Education Tagged With: children, distribution, Estate Planning, incarceration

Leaving Assets Can Be Tricky

August 11, 2020

Estate Planning, Legal Education Tagged With: children, distribution, Estate Planning, icarceration

Leaving assets to your adult children or other beneficiaries may seem simple. But in many situations, it can be quite tricky. Read on to learn more. … [Read more...] about Leaving Assets Can Be Tricky

Filed Under: Estate Planning, Legal Education Tagged With: children, distribution, Estate Planning, icarceration

Irrevocable Medicaid Trusts

July 15, 2020

Estate Planning, Legal Education Tagged With: Estate Planning, Medicaid

both

Medicaid is a state-federal partnership that provides medical benefit assistance to certain needy people, especially those over 65 years of age. However, you need to meet financial requirements such as asset limits to qualify. Assets in an irrevocable trust not for your benefit typically don’t count as available. Read on to learn more. Irrevocable Medicaid Trusts … [Read more...] about Irrevocable Medicaid Trusts

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, Medicaid

The Basics: Powers of Attorney for Healthcare

July 14, 2020

Estate Planning, Legal Education Tagged With: estate planning

Powers of Attorney are part of even the simplest estate plan. A Power of Attorney allows your Agent to act for you. There are Powers of Attorney for financial matters and also those for health care. This article concerns the Healthcare Powers of Attorney and Advance Directives. Read on to learn more … [Read more...] about The Basics: Powers of Attorney for Healthcare

Filed Under: Estate Planning, Legal Education Tagged With: estate planning

The Basics: Financial Power of Attorney

July 11, 2020

Estate Planning, Legal Education Tagged With: estate planning, powers of attorney

Powers of Attorney are part of even the simplest estate plan. A Power of Attorney allows your Agent to act for you. There are Powers of Attorney for financial matters and also those for health care. Read on to learn more … [Read more...] about The Basics: Financial Power of Attorney

Filed Under: Estate Planning, Legal Education Tagged With: estate planning, powers of attorney

Removing Life Insurance from the Taxable Estate

July 10, 2020

Estate Planning, Legal Education Tagged With: estate planning, life insurance

Life insurance is included in the taxable estate typically. A trust is a great way to remove the value of life insurance from the estate. But, there are two potential traps in this. Read on to learn more … [Read more...] about Removing Life Insurance from the Taxable Estate

Filed Under: Estate Planning, Legal Education Tagged With: estate planning, life insurance

Removing Life Insurance Without Triggering the Transfer for Value Rule

July 9, 2020

Estate Planning, Legal Education Tagged With: estate planning, life insurance

Life insurance is included in the taxable estate typically. A trust is a great way to remove the value of life insurance from the taxable estate. But there are two potential traps in this. The prior article examined the first trap, the three-year lookback of Section 2035. This article will examine how the Transfer for Value rule can make life insurance taxable. Read on to learn more about how to avoid the income taxation of life insurance. Read on to learn more … [Read more...] about Removing Life Insurance Without Triggering the Transfer for Value Rule

Filed Under: Estate Planning, Legal Education Tagged With: estate planning, life insurance

The Basics: “HIPAA” Powers

July 1, 2020

Estate Planning, Legal Education Tagged With: estate planning, powers of attorney

This is the second in a three-part series of articles on Powers of Attorney. The first article examined the Financial Power of Attorney. This second article examines the Healthcare Power of Attorney and Advance Directive. Read on to learn more … [Read more...] about The Basics: “HIPAA” Powers

Filed Under: Estate Planning, Legal Education Tagged With: estate planning, powers of attorney

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