Trusts

New Form Approving Special Needs Trust Accounting

Recently we received a document we haven't seen before which informs Medicaid recipients that their special needs trust accounting was…

1 week ago

Special Needs Alliance publishes new Disability Handbook

Recently the Special Needs Alliance published a new handbook for individuals with disabilities and their advocates. The SNA states: "The…

2 months ago

Warren Buffett Estate Planning Advice

Warren Buffett The following video clips are from Berkshire Hathaway Annual Meetings where Warren Buffett fielded questions regarding estate planning:…

7 months ago

Sometimes You Must Say No

Sometimes you just have to say No "No" isn't a four-letter word. Saying "no" isn't necessarily bad and you shouldn't…

7 months ago

Control: Why People Do What They Do

Some people want to control others. This reminds me of the Bible story in Genesis 27 where Jacob stole Esau's…

7 months ago

Fear: Why People Do What They Do

Fear is a powerful motivator. The Bible tells us to fear not. Stonewall Jackson (and others) are attributed as having…

7 months ago

Why People Do What They Do?: Honoring Traditions

Tradition can be a powerful motivator. Traditions can be like laws, meaning the group following them will not accept any…

7 months ago

Why People Do What They Do?: A Desire for Certainty

This is the first in a series of posts exploring why people do what they do. In this post, we're…

8 months ago

IRS says “Wait a Minute” on Stepping-up Basis for Assets in Irrevocable Trust

Until recently, the IRS has said little (if anything) regarding whether assets the beneficiary of an irrevocable trust receives get…

10 months ago

Approving Settlements for Minors

In April, 2022, we reported that HB 620 altered how settlements for minors can be approved under O.C.G.A. ยง 29-3-3,…

11 months ago