Estate and Elder Law

Recent Posts

McNees Wallace & Nurick LLC: Filial Support and Mr. Pittas
Posted on 27 Aug 2012 by McNees Wallace & Nurick LLC

By Scott Alan Mitchell In this issue of McNees Insights , I will take a brief detour from the ongoing series, "Planning and Paying for Long-Term Care," to discuss a recent and significant Pennsylvania case that has generated a great deal... Read More

McNees Wallace & Nurick LLC: Tax-Advantage Charitable Giving
Posted on 18 May 2012 by McNees Wallace & Nurick LLC

By David M. Watts, Jr. If you are charitably inclined, there are tax-advantaged ways to make a gift to a favorite charity while enjoying the income from that gift for your lifetime. Many educational and charitable organizations offer plans that combine... Read More

McNees Wallace & Nurick LLC: Pennsylvania Supreme Court Affirms Constitutional Test Must be Met by Those Seeking Charitable Exemptions
Posted on 8 Jun 2012 by McNees Wallace & Nurick LLC

By Randy L. Varner In a 4-3 decision, the Pennsylvania Supreme Court, in Mesivtah Eitz Chaim of Bobov, Inc. v. Pike County Board of Assessment Appeals, No. 16 MAP 2011 (April 25, 2012) (" Mesivtah") [ enhanced version available to lexis.com... Read More

McNees Wallace & Nurick LLC: Pennsylvania Supreme Court Changes Rule On Dual Commissions
Posted on 29 Aug 2012 by McNees Wallace & Nurick LLC

B y Kimberly M. Colonna For well over 60 years, Pennsylvania law has provided that, for trusts created before 1945, an entity that was paid a commission as the estate executor was not entitled to a trustee's commission paid from the principal of... Read More

McNees Wallace & Nurick LLC: Orphans' Court Update - Exceptions: The New Waiver Trap
Posted on 31 Jul 2012 by McNees Wallace & Nurick LLC

B y Kendra D. McGuire If a party is unhappy with the trial court's application of the law to the facts presented during an orphans' court matter, can the unhappy party bypass the exceptions process and go directly to the appellate courts? Recently... Read More

McNees Wallace & Nurick LLC: Estate Planning – IRS Issues Temporary Portability Regulations
Posted on 20 Aug 2012 by McNees Wallace & Nurick LLC

By Frank C. Chesters The "Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010" was enacted December 17, 2010 and is referred to as "TRA 2010." This legislation included a significant change to the estate... Read More

McNees Wallace & Nurick LLC: Have You Checked Your Beneficiary Designations Recently?
Posted on 8 May 2012 by McNees Wallace & Nurick LLC

By David M. Watts, Jr Beneficiary designations are forms that are routinely completed for life insurance policies, retirement accounts and even some bank and investment accounts. The forms say who will receive the asset upon the asset owner's death... Read More

McNees Wallace & Nurick LLC: Contribution to Construction Costs Supports Charitable Exemption
Posted on 17 Oct 2012 by McNees Wallace & Nurick LLC

In June, the Commonwealth Court addressed another issue of interest to nonprofit entities seeking charitable exemptions from Pennsylvania Sales & Use Taxes and local real estate taxes - whether a substantial contribution to construction costs may... Read More

McNees Wallace & Nurick LLC: Planning and Paying for Long-term Care (Part 4 in a Series: Medicaid/Medical Assistance)
Posted on 30 May 2012 by McNees Wallace & Nurick LLC

B y Scott Alan Mitchell As of January 1, 2012, the average cost of skilled nursing care in Pennsylvania is $8,112.13 per month. Recall that according to national statistics, approximately 50% of nursing care throughout the country is paid by Medicaid... Read More

McNees Wallace & Nurick LLC: Orphans' Court Update - Exceptions: The New Waiver Trap
Posted on 31 Jul 2012 by McNees Wallace & Nurick LLC

B y Kendra D. McGuire If a party is unhappy with the trial court's application of the law to the facts presented during an orphans' court matter, can the unhappy party bypass the exceptions process and go directly to the appellate courts? Recently... Read More

McNees Wallace & Nurick LLC: Tax-Advantage Charitable Giving
Posted on 18 May 2012 by McNees Wallace & Nurick LLC

By David M. Watts, Jr. If you are charitably inclined, there are tax-advantaged ways to make a gift to a favorite charity while enjoying the income from that gift for your lifetime. Many educational and charitable organizations offer plans that combine... Read More

McNees Wallace & Nurick LLC: Pennsylvania Supreme Court Affirms Constitutional Test Must be Met by Those Seeking Charitable Exemptions
Posted on 8 Jun 2012 by McNees Wallace & Nurick LLC

By Randy L. Varner In a 4-3 decision, the Pennsylvania Supreme Court, in Mesivtah Eitz Chaim of Bobov, Inc. v. Pike County Board of Assessment Appeals, No. 16 MAP 2011 (April 25, 2012) (" Mesivtah") [ enhanced version available to lexis.com... Read More

McNees Wallace & Nurick LLC: Have You Checked Your Beneficiary Designations Recently?
Posted on 8 May 2012 by McNees Wallace & Nurick LLC

By David M. Watts, Jr Beneficiary designations are forms that are routinely completed for life insurance policies, retirement accounts and even some bank and investment accounts. The forms say who will receive the asset upon the asset owner's death... Read More

McNees Wallace & Nurick LLC: Estate Planning – IRS Issues Temporary Portability Regulations
Posted on 20 Aug 2012 by McNees Wallace & Nurick LLC

By Frank C. Chesters The "Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010" was enacted December 17, 2010 and is referred to as "TRA 2010." This legislation included a significant change to the estate... Read More

McNees Wallace & Nurick LLC: Planning and Paying for Long-term Care (Part 4 in a Series: Medicaid/Medical Assistance)
Posted on 30 May 2012 by McNees Wallace & Nurick LLC

B y Scott Alan Mitchell As of January 1, 2012, the average cost of skilled nursing care in Pennsylvania is $8,112.13 per month. Recall that according to national statistics, approximately 50% of nursing care throughout the country is paid by Medicaid... Read More