LexisNexis® Legal Newsroom
Michael H. Erde
Hot Topics in Elder Law for the Week of 1-4-10

The Department of Human Services adopted emergency amendments to the OIG’s investigations of alleged abuse or neglect in state-operated facilities and community agencies (59 Ill Adm code 50; 33 ill reg13489) implementing public act 96-407. This...

Tags: Elder Law
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...