Estate and Elder Law

Recent Posts

New York Obtains Jurisdiction over Non-U.S. Jurisdiction/Cook Island Trustee
Posted on 23 May 2012 by Marc J. Soss

Southpac is a trust company that operates in several Non-U.S. jurisdictions, including the Cook Islands and Nevis (both have aggressive asset protection laws that seek to attract international asset protection trusts). Most individuals seeking non-U.S... Read More

Can Your Florida Trust Document Limit a Settlement
Posted on 7 May 2012 by Marc Soss

Chapter 736 of the Florida Statutes provides for a trustee and beneficiary or the Florida courts to modify a trust agreement (i) if it is in the best interests of the beneficiary, (ii) to accomplish a grantor's intent, or (iii) for other appropriate... Read More

New York Obtains Jurisdiction over Non-U.S. Jurisdiction/Cook Island Trustee
Posted on 23 May 2012 by Marc J. Soss

Southpac is a trust company that operates in several Non-U.S. jurisdictions, including the Cook Islands and Nevis (both have aggressive asset protection laws that seek to attract international asset protection trusts). Most individuals seeking non-U.S... Read More

Naming a Trustee Is a Key Florida Estate Planning Decision
Posted on 15 Oct 2012 by Marc J. Soss

Every Sarasota and Manatee County Florida resident leaving property and assets to their heirs at death, via a trust, must consider who will run the trust after they have passed away. The chosen fiduciary will be responsible for managing the assets the... Read More

Can Your Florida Trust Document Limit a Settlement
Posted on 7 May 2012 by Marc Soss

Chapter 736 of the Florida Statutes provides for a trustee and beneficiary or the Florida courts to modify a trust agreement (i) if it is in the best interests of the beneficiary, (ii) to accomplish a grantor's intent, or (iii) for other appropriate... Read More

Discretionary Trust Deemed Available Medicaid Asset
Posted on 22 Jun 2012 by Marc J. Soss

In April 2012, an Ohio Court of Appeals has affirmed [ enhanced version available to lexis.com subscribers ] the state's denial of Medicaid benefits to a deceased nursing home resident's estate , concluding that the resident's irrevocable... Read More

  • Blog Post: Can Your Florida Trust Document Limit a Settlement

    Chapter 736 of the Florida Statutes provides for a trustee and beneficiary or the Florida courts to modify a trust agreement (i) if it is in the best interests of the beneficiary, (ii) to accomplish a grantor's intent, or (iii) for other appropriate purposes. This typically involves a settlement...
  • Blog Post: New York Obtains Jurisdiction over Non-U.S. Jurisdiction/Cook Island Trustee

    Southpac is a trust company that operates in several Non-U.S. jurisdictions, including the Cook Islands and Nevis (both have aggressive asset protection laws that seek to attract international asset protection trusts). Most individuals seeking non-U.S. asset protection utilize a trust company that has...
  • Blog Post: Discretionary Trust Deemed Available Medicaid Asset

    In April 2012, an Ohio Court of Appeals has affirmed [ enhanced version available to lexis.com subscribers ] the state's denial of Medicaid benefits to a deceased nursing home resident's estate , concluding that the resident's irrevocable discretionary trust was an available asset for purposes...
  • Blog Post: Naming a Trustee Is a Key Florida Estate Planning Decision

    Every Sarasota and Manatee County Florida resident leaving property and assets to their heirs at death, via a trust, must consider who will run the trust after they have passed away. The chosen fiduciary will be responsible for managing the assets the trust owns and making distributions to your loved...