LexisNexis® Legal Newsroom
Andrew H. Hook, CELA, CFP®
Avoiding Common Investment Mistakes

The elder law attorneys at Oast & Hook are frequently asked to assist our clients with estate, long-term care, and investment planning. Unfortunately, we often find that our clients have made significant mistakes in their investment planning. These...

Wendy M. Greenberg
California’s New No-Contest Law

A “no-contest” clause is a provision in an instrument (generally a will or trust) that penalizes a beneficiary if he or she “contests” the instrument in a court action, usually by revoking amounts otherwise passing to the beneficiary...

Michael H. Erde
Hot Topics in Elder Law for the Week of 12-29-09

An Illinois appeals court found that a trust that prevented the trustee from making distributions if it would interfere with public assistance is an available asset for Medicaid eligibility purposes. Vincent v Dept of Human Services , Ill. Court App....

Tags: Elder Law
Andrew H. Hook, CELA, CFP®
Estate Planning for Blended Families

Oast & Hook assists clients with their estate and long-term care planning. Typically, clients are looking for assistance in solving complex and difficult problems. These problems include: Paying for uninsured medical and long-term care services; assuming...

Tags: Trusts
Richard A. Jamison
Time to Look at Roth IRAs Again

This might be the time for you to rethink Roth IRAs. The financial meltdown – pretty much a once-in-a-lifetime event – created what will probably be a once-in-a-lifetime opportunity. Converting a traditional IRA to a Roth could make economic...

LexisNexis Estate and Elder Law Community Staff
Adult Adoption as an Estate Planning Tool

Adult adoption can be utilized as an estate planning tool to secure inheritance rights for the adoptee or to formalize an existing parent-child relationship. In recent years, adult adoptions have become more popular as a mechanism to provide protection...