Elder Law Blog
This blawg contains information and current events in the areas of estate planning, asset protection planning, Medicaid planning, special-needs planning and elder law.
Author: Ronald C. Morton is a solo practitioner in Clinton, Miss.
Blawg Related Categories: Elder Law • Trusts & Estates • Solo / Small Firm
Recent Posts from Elder Law Blog
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Bill Would End Nursing Home Practice of Mandatory Arbitration
Two U.S. senators have introduced legislation that would end the practice of nursing home residents signing away their right to a trial before any actual dispute with the facility has arisen.
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Attorney Suspended for Assisting Direct Mail Estate Planning Marketer
The Supreme Court of Ohio suspends an attorney for two years for preparing estate planning documents for clients solicited by a company that uses direct-mailings to market estate planning services in Ohio and other states.…
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Nursing Home Call Girls?
A male resident at the Kildegaarden nursing home in Denmark recently made an indecent sexual proposal to a member of the staff. In a U.S. nursing home, this behavior would have been ignored or rebuked.…
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10 Tips for Helping Families with Special Needs
This article examines the unique planning requirements of families with children, grandchildren or other family members (such as parents) with special needs. There are many misconceptions in this area that result in costly mistakes in…
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Non-Spouse Beneficiaries of Retirement Plans May Convert to Roth
A recent IRS notice seems to permit beneficiaries of inherited retirement plans and IRA's to convett those inherited accounts to a Roth IRA. Notice 2008-30 provides guidance about the distribution provisions of the Pension Protection…
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Trustee Allowed to Create SNT After Death of Testator
A New York trial court recently approved a trustee's petition to reform his deceased father's trust in order to protect his disabled sister's Medicaid benefits. In Matter of Newman (2008 NY Slip Op 50127, Jan.…
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Deficient Nursing Homes Listed
The federal Centers for Medicare & Medicaid Services (CMS) has released the complete list of U.S. nursing homes that have failed to meet safety and quality standards for care. The list, which identifies 131 "Special…
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Planning for the New "Zero Percent" Tax Bracket
This article addresses a law change that is important to all wealth planning professionals and their clients. Beginning January 1, 2008 and continuing through at least 2010, a zero tax rate may apply to long-term…
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Undue Influence in Trust Amendment Results in Attorneys Fees
The Oklahoma Supreme Court has ruled that the nearly disinherited step-grandchildren of an elderly decedent are entitled to attorneys fees in their action to set aside a trust amendment that was obtained through undue influence.…
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Seniors Need to File Tax Return to Get Rebate Check
Seniors can benefit from the economic stimulus law enacted on February 13, 2008, but they need to file an income tax return. Seniors, disabled veterans, and veterans' widows will receive $300 payments if they earned…