"Options of how distributions from trusts to beneficiaries can be structured" by Attorney Nicole Livingston … [Read more...] about Examples of how distributions from trusts to beneficiaries can be structured
The Maryland Trust Act
The new Maryland Trust Act (hereinafter “MARYLAND TRUST ACT”) took effect on January 1, 2015 and is applicable to existing and new trusts. Therefore, it is retroactive to all trusts, regardless of whether the documents were executed prior to this date. Maryland now joins a large number of other jurisdictions, including Virginia and the District of Columbia, in enacting its statutory authority to … [Read more...] about The Maryland Trust Act
The ABLE Act – Achieving a Better Life Experience Act)
What is the ABLE Act? The act is a bill that was introduced in Congress in 2013. It was recently passed by the House, and is up before the Senate. The ABLE act would amend Section 529 of the Internal Revenue code to create tax-deferred savings plan for those individuals with disabilities without affecting those individual’s eligibility for Medicaid or Supplemental Security Income, or … [Read more...] about The ABLE Act – Achieving a Better Life Experience Act)
The ABLE Act – Achieving a Better Life Experience Act
"The ABLE Act - Achieving a Better Life Experience Act" by Attorney Jon J. Gasior … [Read more...] about The ABLE Act – Achieving a Better Life Experience Act
Free Estate Planning Seminars Next Week! Register now!
The estate planning seminars establishes the necessary components of an effective estate plan. The seminar is presented in a case study format profiling the life of Bill and Mary Jones. Several scenarios are used to relay the impact of estate planning issues relating to probate, disability due to incompetence, protection of government benefits for special needs loved ones, second marriages, … [Read more...] about Free Estate Planning Seminars Next Week! Register now!
Are You the Trustee of a Special Needs Trust?
Are you the trustee of a Special Needs Trust? Do you have a child with a disability that will receive government benefits? Disability planning is an often overlooked aspect of estate planning that requires unique considerations and a deeper understanding from all of the parties involved. If you answered yes to either of the previous questions, you will need to be aware of what Special Needs … [Read more...] about Are You the Trustee of a Special Needs Trust?
Administering Special Needs Trusts (Audio)
"Administering Special Needs Trusts" by Attorney J. J. Gasior … [Read more...] about Administering Special Needs Trusts (Audio)
What Do I Do With My Estate Plan When Moving In or Out of the State
Many of my clients intend to move from Maryland when they retire, either because they own property elsewhere and want to spend their retirement years there, or they want to be closer to children and grandchildren who live out of state. Whether you’re moving out of the state or recently moved to Maryland, it is important to have your estate planning documents reviewed after you’ve settled in a new … [Read more...] about What Do I Do With My Estate Plan When Moving In or Out of the State
What Do I Do With My Estate Plan When Moving In or Out of the State
"What Do I Do With My Estate Plan When Moving In or Out of the State?" by Attorney Brooke J. Shemer … [Read more...] about What Do I Do With My Estate Plan When Moving In or Out of the State
Beneficiary of an IRA
"Beneficiary of an IRA" by Attorney Nicole Livingston … [Read more...] about Beneficiary of an IRA
