The Benefits of Bloodline Trusts – Special Report
Case Study 1: Inheritance partially lost in equitable distribution settlement Bill and Linda have a daughter, Sally, who marries Harry. While Harry is attractive and likeable, he has difficulty holding a job, and he is a poor money manager. Harry also likes to spend money lavishly, mostly on himself, rather than on Sally and the children. Sally’s parents…
Why Personal Injury Attorneys Need to Know If Your Client Is a Disabled Veteran – Special Report
By Barbara A. Isenhour and Sean R. Bleck Before you bring any lawsuit on behalf of a disabled client there is an important piece of information you need to know. Is your client a disabled veteran and if so, is she or he receiving or eligible for Veterans Compensation benefits or Veterans Pension benefits? One…
2009 REVISIONS TO THE SOCIAL SECURITY ADMINISTRATION POMS RELATING TO SPECIAL NEEDS TRUSTS
In January of 2009, the Social Security Administration (SSA) made a number of changes to the POMS relating to both first party and third party special needs trusts. These changes affect the drafting and administration of Special Needs Trusts and drafting Court Orders establishing self-settled special needs trusts. Pooled trusts are also covered in the…
PROTECTING AND PASSING ON MY VACATION HOME
WHY IS A VACATION HOME SO SPECIAL AND WHAT ISSUES NEED TO BE CONSIDERED? A vacation home can serve as a magnet to bring the family together. Children marry and move away and have their own children. A vacation home is an excuse for them to come back to visit with their parents and to…