Estate Practice & Elder Law Community

Title	Views
1	A Model Special Needs Trust	12790
2	Counsel--Asset Management Legal Job - Ameriprise Financial - Minneapolis, US	9849
3	Changes To The Federal Estate, Gift and Generation-Skipping Transfer Taxes For 2011 And 2012	7574

Title	Downl.
1	Special Needs Trusts: Inheritance & Lifetime Gifting	86
2	Modifying Third-Party Trusts into a SNT	41
3	Sources of Assets for Special Needs Trusts: Litigation Proceeds	34

Oast & Hook: What Records to Keep and How Long to Keep Them

Digging through piles of records can be a frustrating task. It can take only one search to find something to raise the question: "Do I really need to keep all these documents?" While the answer may be "No," one must be careful about discarding old records

Published Wed, May 16 2012 7:10 AM by Oast & Hook

Oast & Hook: Taxation of Social Security Benefits

By Andrew Hook As a firm specializing in assisting retirees and their families, Oast & Hook is frequently asked by its clients how their Social Security benefits are taxed. That depends on their other income. In the worst case scenario, 85% of the benefits

Published Tue, May 8 2012 7:59 AM by Andrew H. Hook, CELA, CFP®

Surprise: Study Shows Oldest Baby Boomers ARE Retiring

Surprise: Contrary to conventional wisdom, a new study seems to show that the first wave of Baby Boomers, born in 1946, isn't shunning retirement. They're retiring, despite expert predictions that they would not. According to the 2011 MetLife Study of

Published Fri, Apr 27 2012 9:37 AM by Joseph Karp, Esq.

Qualifying for Medicaid under MassHealth | 3 Main Reasons for a Medicaid Denial

Questions about Medicaid and MassHealth are usually related to concerns about the ownership and transfer of assets for elderly individuals seeking admission to a long term care facility. Our clients are often uncertain on what types of transfers are ok

Published Fri, Apr 20 2012 6:19 AM by Tim J. McNamara

State Net Capitol Journal: CT Pulls Plug on Managed Care for Medicaid

The way states used to pay doctors and hospitals for treating Medicaid patients was by directly reimbursing them for the services they rendered. But spurred by criticism that the so-called "fee-for-service" method encouraged health care providers to rack

Published Mon, Apr 16 2012 8:44 AM by State Net

EEOC Final Rule Clarifies Age Discrimination in Employment Act Defense

BY: DAVID C. BURTON & REBA MENDOZA On March 29, 2012, the Equal Employment Opportunity Commission ("EEOC") issued a final rule amending the Age Discrimination in Employment Act ("ADEA") regulations in the wake of the United States Supreme Court's decisions

Published Tue, Apr 10 2012 1:09 PM by Williams Mullen

State Net Capitol Journal: WV Commits to Paying Down Pension Debt

West Virginia's unfunded pension liability - estimated at $10 billion last year - is one of the highest per capita in the nation. But the state became a standout on the issue in a very different way last month when lawmakers approved legislation proposed

Published Thu, Mar 29 2012 11:04 AM by State Net

Long-Term Care Insurance Industry Shakeout

Those considering long-term care insurance should be aware of recent several changes in the long-term care insurance industry. Guardian stopped offering the insurance as of December 31, 2011, and Prudential will no longer be offering individual coverage

Published Wed, Mar 21 2012 8:42 AM by Gregory Herman-Giddens

A Recent Study on How to Outsmart Social Security

A savvy Sarasota or Bradenton Florida retiree can maximize their Social Security benefits by choosing to begin payments at just the right time. Eligible Sarasota and Bradenton residents who turn 62 this year must wait until age 66 to begin receiving full

Published Mon, Mar 19 2012 7:25 AM by Marc J. Soss

Article Says Nursing Home Care Improves, but a Huge 35% Receive the Lowest Rankings

By David W. Tate According to the following article nursing home care is improving based on federal inspections, Click Here , but nursing homes that receive only one and two stars out of a total possible five stars still stands at a huge 35%, and nursing

Published Tue, Mar 13 2012 6:45 AM by Dave Tate

Sarasota Florida Ranked as Best Place to Retire

Sarasota Florida came out on top of a list of best places to retire that was produced by a national website, with Venice Florida not too far behind. The list by TopRetirements.com was cited in a recent national report by MarketWatch, part of Dow Jones

Published Mon, Mar 12 2012 5:20 PM by Marc J. Soss

Florida Guardianship Checklist

FLORIDA GUARDIANSHIP CHECKLIST CHECKLIST AND RESPONSIBILITIES FOR FLORIDA GUARDIAN'S 1. Visit the ward - While this may seem obvious, it is important that they know you and their family are their for them. 2. Secure an attorney - Every Florida guardian

Published Tue, Mar 6 2012 11:46 AM by Marc J. Soss

NY Times Article, Fewer Beds for Men Entering Nursing Homes

By David W. Tate The following is a link to a New York Times article re fewer beds for men entering nursing homes. According to the article, nursing homes like the elderly population are heavily female. Since Medicaid will only pay for a two-person semiprivate

Published Tue, Mar 6 2012 11:43 AM by Dave Tate

Caring for an Elderly Relative in Sarasota, Florida

Caring for an elderly relative isn't just costly and time-consuming but could even be harmful to your own health. Some companies and nonprofits are rolling out free and low-cost professional help for family caregivers. The bottom line is that "families

Published Mon, Mar 5 2012 6:28 AM by Marc J. Soss

Potential Pitfalls of Convenience Accounts

By Jennifer F. Hillman * Convenience accounts are frequently utilized to assist the elderly or infirm with their financial obligations. The account holder will add an additional person to the account which gives them the ability to write checks, pay bills

Published Fri, Feb 24 2012 5:49 AM by Jennifer Hillman