• EIA: Estates, Gifts and Trusts
 
 

 

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EIA: Estates, Gifts and Trusts  Category

   

"Medigap" Coverage Policies and Categories in Tennessee (PDF)

"Medigap" insurance can pay for non-covered services, deductibles, and co-payments not otherwise covered by Medicare Part A and Part B.

$57.00
2012 Statutory Changes to the Michigan Power of Attorney (PDF)

2012 Statutory Changes to the Michigan Power of Attorney (PDF)

2012 PA 141, effective on May 22, 2012, amended MCL 700.5501. However, a detailed reading of MCL 700.5501 reveals that the amendment is effective in two parts: sections 2-6 are only applicable to those DPOAs executed after October 1, 2012.

$57.00
An Update on Planning for Pets and the Pet Trust from Prof. Michael T. Flannery (PDF)

An Update on Planning for Pets and the Pet Trust from Prof. Michael T. Flannery (PDF)

Discusses preparing a revocable living trust for pet owners.

$57.00
Bradley J. Frigon on How to Develop and Implement a Financial Plan for a First-Party SNT Receiving a Personal Injury Settlement (PDF)

Bradley J. Frigon on How to Develop and Implement a Financial Plan for a First-Party SNT Receiving a Personal Injury Settlement (PDF)

Beneficiary of a first-party special needs trust (SNT) receives a PI settlement or a damage award with a structured settlement annuity contract, a financial advisor must address many factors in creating a financial plan.

$57.00
Combining Marital and Charitable Deductions - Private Letter Ruling 201117005 (PDF)

Combining Marital and Charitable Deductions - Private Letter Ruling 201117005 (PDF)

The Internal Revenue Service grants favorable rulings with respect to unique provisions for a QTIP trust and a CRUT, clarifying that the combination of marital and charitable deductions will equal the entire value that is included in the gross estate.

$57.00
 
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