How the Phrase "Other Obligations" Made Special Needs Trust Invalid Christopher W. G was denied Supplemental Security Income when his…
Planning for Adult Children with Disabilities Childhood Disability Benefits assist disabled children and adults who became disabled prior to age…
What is Form 1041 used for? If an estate or trust has gross income of $600 or more during a…
IRS Form 56 is used to notify the IRS of the creation or termination of a fiduciary relationship under section…
If called upon to determine the meaning of a trust, or to resolve some ambiguity, Court look for the intent…
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…
Medicaid's "Any Circumstance" Test for Trusts In case you missed the memo, Medicaid doesn't like trusts. The rules relating to…
SNT Trustee Ordered to Reimburse Some Conservator Expenses In Weidner v. Stevenson (Cal. App. 2nd Dist. May 13, 2024), Roberta…
In Agency for Health Care Administration v. Spence (Fla. App. 3rd Dist May 22, 2024) the Court of Appeals reversed…