Everyone should have a Will. If you don't have a Will then your stuff might go to someone you don't…
The following sample language comes from a trust that was drafted years ago, however it remains useful in understanding issues…
One of the most important tasks when creating a trust is selecting the trustee. You can have the best trust…
In Hammerberg v. Department of Human Servs. (Minn. Ct. App. 4/22/2024), the State made an estate recovery claim against what…
The American Housing and Economic Mobility Act of 2021 (now "of 2024") may have taken on new life recently as…
The amounts below are the estate tax exclusion amounts as provided by the IRS. Unless Congress takes action, in 2026,…
On June 11, 2024, the Gerontologist published an article on Medicaid enrollment and Intergenerational transfers of wealth among older adults.…
In 2021, we blogged about a valuation case, Connelly v. U.S., 20 F. 4th 412 (8th Cir. 2023). We noted…
Gun trusts were developed so gun owners can pass their firearms to beneficiaries or heirs at death (or disability) without…
Medicaid's "Any Circumstance" Test for Trusts In case you missed the memo, Medicaid doesn't like trusts. The rules relating to…