Estate Practice & Elder Law Community

Title	Views
1	A Model Special Needs Trust	12648
2	Counsel--Asset Management Legal Job - Ameriprise Financial - Minneapolis, US	9840
3	Changes To The Federal Estate, Gift and Generation-Skipping Transfer Taxes For 2011 And 2012	7534

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

Andrew Hook on How the Patient Protection and Affordable Care Act Will Affect the Special Needs Planning Practice

On this edition, Andrew Hook, CELA, CFP®, of Oast & Hook, P.C., discusses how the Patient Protection and Affordable Care Act will impact the special needs planning practice. He offers insight as to whether the Act will make special needs trusts unnecessary

Published Thu, Jun 9 2011 1:00 PM by LexisNexis Legal Business Community Staff

Randy Spiro on the Portability of the Estate Tax Exemption of the First Spouse to Die

On this edition, attorney Randy Spiro discusses how the estate tax exemption of the first spouse to die is only portable if an election is made on that spouse's estate tax return. He explains how many surviving spouses will not want to incur the cost

Published Mon, May 30 2011 1:00 PM by LexisNexis Legal Business Community Staff

LexisNexis® Legal News Podcast for May 17, 2011 - ERISA Section Permits District Court to Reform Pension Plan

The U.S. Supreme Court finds a section of ERISA permits a district court to reform a pension plan, and the Federal Circuit reverses a ruling that spoliation made patents unenforceable. Hear these and other stories from LexisNexis® Mealey's Publications

Published Wed, May 18 2011 8:20 AM by LexisNexis Estate and Elder Law Community Staff

Shirley Kovar and John Hartog on the Rise in Trust Litigation.

On this edition, Shirley L. Kovar of Henderson Caverly Pum Charney LLP in San Diego and John A. Hartog of John A. Hartog, Inc. in Orinda, Calif., examine the reasons for the recent increase in trust litigation. They cite, among other things, the number

Published Mon, May 16 2011 1:00 PM by LexisNexis Legal Business Community Staff

Geoff R. Casavant on Estate Planning for Gay, Lesbian and Other Nontraditional Families.

On this edition, Geoff Casavant of Geoff R. Casavant, P.C. in Houston, Texas, examines the issues surrounding estate planning for same sex couples. He explains why each partner should have a will and a power of attorney, why avoiding probate might be

Published Fri, Apr 15 2011 1:00 PM by LexisNexis Legal Business Community Staff

Sandra L. Smith of Oast & Hook, P.C. on Asset Transfers, Good or Bad?

On this edition, Sandra L. Smith, CELA, of Oast & Hook, P.C., discusses how asset transfers can be useful planning tools and their impact on Medicaid planning. She also explains veterans benefits planning and discusses some of the dangers of joint ownership

Published Fri, Feb 18 2011 1:00 PM by LexisNexis Legal Business Community Staff

Mary Alice Jackson, Bradley Frigon and Stuart Zimring on the Changes to Medicare and Medicaid by the Patient Protection and Affordable Care Act

On this edition, Mary Alice Jackson, Bradley Frigon and Stuart Zimring discuss how the new law changes Part D coverage and how Medicare premiums are determined, tax issues created by the act such as the new Medicare tax on individuals and Medicaid issues

Published Thu, Nov 11 2010 1:00 PM by LexisNexis Legal Business Community Staff

Charles Durante of Connoll Bove Lodge & Hutz on Delaware Statutory Trusts

On this edition, Charles Durante of Connolly Bove Lodge & Hutz LLP in Wilmington, Del. discusses Delaware Statutory Trusts. Mr. Durante explains the reasons for using a trust for business, how a statutory trust is operated, tax considerations involving

Published Wed, Nov 10 2010 7:32 AM by LexisNexis Estate and Elder Law Community Staff

Sandra L. Smith and Carey Raleigh on Life Care Planning

On this edition, Sandra Smith, partner at Oast & Hook, and Carey Raleigh, a life care planner with the firm, discuss why life care planning is important, review a life care planning model and examine the role of the Care Coordinator in life care planning

Published Fri, Oct 22 2010 1:00 PM by LexisNexis Legal Business Community Staff

Andrew Hook of Oast & Hook on Drafting Special Needs Trusts

On this edition, Andrew Hook of Oast & Hook discusses the different types of special needs trusts, where to find applicable law, and some of the most important issues to consider when drafting one. He talks about common errors attorneys make when preparing

Published Fri, Sep 10 2010 1:00 PM by LexisNexis Legal Business Community Staff

Andrew Hook of Oast & Hook on Special Needs Planning

On this edition, Andrew Hook of Oast & Hook discusses special needs planning and why it is critically important. He talks about the legal tools used in special needs planning, the role of financial planning and how to find a special needs planner. Copyright

Published Fri, Aug 20 2010 1:00 PM by LexisNexis Estate and Elder Law Center Staff

Andrew Hook of Oast & Hook on Powers of Attorney - They Are Not Form

On this edition, estate planning and elder law attorney Andrew Hook discusses the foundation of powers of attorney, why third parties have been hesitant to accept POAs, and critical issues in drafting them. Copyright© 2010 LexisNexis, a division of Reed

Published Tue, Jul 13 2010 1:00 PM by LexisNexis Legal Business Community Staff

Randy Spiro on practical considerations in estate planning's most uncertain year

On this edition, Randy Spiro of Beverly Hills, Calif. discusses uncertainties surrounding the current federal estate tax law, the rules for basis of property acquired from a deceased person and A/B trusts where the first spouse dies in 2010. He also talks

Published Tue, Jun 22 2010 1:00 PM by LexisNexis Legal Business Community Staff

Richard McConnell of Wiley Rein on Medicare Secondary Payer - Filing Concerns from All Sides of the Table

Richard McConnell of Wiley Rein spoke at HB Litigation Conferences' seminar on Medicare, Medicaid & SCHIP in Torts, joining other presenters on a session titled "Filing Concerns from All Sides of the Table." More information about recordings and upcoming

Published Fri, Jun 4 2010 7:05 AM by HB Litigation Conferences

S.C. Judge Clifton Newman on Litigation Management & Case Resolution Under the New Medicare Guidelines

The Hon. Clifton Newman of the South Carolina Circuit Court spoke on the session titled "Litigation Management & Case Resolution Under the New Medicare Guidelines" during HB Litigation Conferences' May 19, 2010, program on Medicare, Medicaid & SCHIP in

Published Fri, Jun 4 2010 7:02 AM by HB Litigation Conferences