Case law update
By Ray Prather & Heather McPherson
Trusts and Estates,
December 2014
Recent cases of interest to trusts & estates practitioners.
Pour me another trust
By Heather McPherson
Elder Law,
November 2013
Decanting is a great tool for practitioners to use in one’s estate, trust, and elder law practice, because it allows trusts that could otherwise not be changed to be rewritten to adjust to changed circumstances, as well as for corrections to trusts that were poorly drafted.
From your editors
By Charles LeFebvre & Heather McPherson
Elder Law,
February 2012
An introduction to the issue from Co-editors Charles LeFebvre and Heather McPherson.
From your editors
By Heather McPherson & Charles LeFebvre
Elder Law,
December 2011
An introduction to the issue from Editors Heather McPherson and Chuck LeFebvre.
Charitable Rollover Provisions of the Pension Protection Act of 2006
By Heather McPherson
Elder Law,
June 2007
During the last 10 years, the charitable community has lobbied Congress to permit owners of Individual Retirement Accounts (IRAs) and other qualified plans to make unlimited lifetime transfers to charities and to other charitable planning vehicles such as charitable gift annuities.
Introduction to OBRA ’93 Self-settled Special Needs Trusts
By Heather McPherson
Elder Law,
May 2006
Self-settled Special Needs Trusts are an important tool to use to qualify an individual for public benefits such as Medicaid, Supplemental Security Income (SSI), or subsidized housing when he could not otherwise qualify for these benefits because his assets exceed certain threshold limits.
Annuities: Uses, misuses and abuses
By Heather McPherson
Elder Law,
March 2005
Annuities are a poor investment vehicle for most senior citizens. However, they can be a valuable tool when planning for long-term care if Medicaid qualification is desired.
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