What Is Long-Term Care? Long-term care involves a variety of services designed to meet a person's health or personal care needs during a short or long period of time. These services help people live as independently and safely as possible…
Can a Beneficiary’s Share be Contingent on their Marital Status? By Jill Roamer, J.D., CIPP/US Case Law I do, or I don’t – can a Settlor dictate how a beneficiary’s share is distributed based on the beneficiary’s marital status? Or, is such…
Elder Law Can Be Scary, But It Doesn’t Have To Be! Aging is something we all must go through. As our bodies and minds decline, so do our decision-making powers. Unfortunately, some of us can become incapacitated and no longer…
Did you know? You Can Avoid the Blood-Sucking Probate Process! What Is Probate? Probate is the legal process of administering a person’s estate after their death. If you have a last Will and Testament, probate will involve proving that your Will…
Halloween is coming soon!! Why not Treat your Family with an Estate Plan? We here at Legacy Planning Law Group have several to choose from. “Witch” one is right for you? Estate Planning is not something to be taken lightly.…
By Jill Roamer, J.D., CIPP/US Special Needs Planning What is a Qualified Disability Trust? The legal authority to create a Qualified Disability Trust (QDisT) falls under §642(b)(2)(C) of the Internal Revenue Code. To qualify as a QDisT, the trust must meet the…
The Basics of the ABLE Act By ElderCounsel Special Needs Planning Achieving a Better Life Experience (ABLE) Act was signed into law on December 19, 2014. The ABLE Act amends Section 529 of the Internal Revenue Service Code of 1986 to create…
How the Disability Employment Incentive Act Re-Incentivizes the Hiring of Workers with Disabilities By Jill Roamer, J.D. and Marchesa Peters, J.D. Special Needs Planning Sixty to eighty percent of folks with a disability want to work. However, only 32.3% of workers with a disability are…
The Dangers of Not Funding a Trust, could be the Trick to your Treat! A failure to fund a trust can result in costly probate proceedings or worse—a transfer of your estate to the wrong beneficiaries. Rather than undermining the very purposes of the trust by failing to fund,…
Trusteeship Misconceptions in a Special Needs Trust By: Elder Counsel: WhitePaper Special Needs Trusts have two primary objectives: Fiduciary management and government benefit eligibility.Special Needs Trusts provide fiduciary management and oversight for individuals who are unable to take direct custody…