ILS 8 Coming Soon Continue reading

InterActive Legal announces the appointment of Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD, as a member of the InterActive Legal Advisory Board. Continue reading

In response to the President’s Executive Order of April 21, 2017, the Internal Revenue Service has issued Notice 2017-38, 2017, designating the Proposed Regulations under Section 2704 of the Internal Revenue Code as imposing an undue financial burden or adding undue complexity (or both). The proposed regulations, issued on August 4, 2016, could dramatically expand the scope of Section 2704, particularly as it applies to transfers of limited partnership interests, non-managing membership interests, and non-voting stock. REG-163113-02, 81 Fed. Reg. 51413-02 (Aug. 4, 2016). Continue reading

As estate planners, part of our job is making sure our clients’ desires – as far as who receives their property – are fulfilled. Some clients know exactly what they want, and others need to be provided with options so that they can choose the who and the how. But in every case, we also must help our clients to consider all possibilities, with respect to both the people and property involved. Continue reading

January tends to be a very busy time for elder law attorneys. The holiday season seems to result in increased injury and illness for the elderly which results in more rehabilitation leading to long term care needs. Continue reading

Unless you have been hiding under a rock for the last week, you undoubtedly know that America is still reeling from the election. Regardless of your political view, the fact that a reality television star is going to be the next POTUS is surreal. Continue reading

During the first few weeks following the Presidential election, blogs and list serves were full of predictions for an immediate permanent repeal of the Federal estate and generation-skipping tax system, with retention of the gift tax system to protect against indiscriminate income tax shifting. Continue reading

President Obama signed the 21st Century Cures Act, which contains the Special Needs Trust Fairness Act that was passed by the Senate last week. Continue reading

I would like to start this post with a potentially controversial statement: When planning for qualified retirement plans and IRAs (which I will sometimes refer to as "retirement benefits"), achieving the longest "stretch-out" period for distributions is not always the most important goal. I know this may be met with a certain amount of deserved skepticism, but I hope you will bear with me, and allow me to state my case. Continue reading

If you are just venturing into an elder law and special needs planning practice, you have already discovered that the area of practice is defined by the clients you serve. Elder law is much more than just “Medicaid Planning” or “Medicaid Asset Protection Planning.” Continue reading

Estate Planning and Elder Law professionals turn to us as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system, extensive continuing education, thought-provoking discussion forums, and more. Tailored Planning Flexible, intuitive systems help you develop... Continue reading