You should not trust your instincts, but check things out with an attorney before acting. Sometimes, it just takes a phone call.
A recent Wisconsin Law Journal article gives a good example. A mother got a loan from a
Latest from Swendson Fey Law Blog
Providing Flexibility by Adding Trust Protectors to Your Estate Planning
Trust protectors (aka Trust Advisors) have long been used in British Commonwealth countries, originating with offshore asset protection trusts. With these trusts, their role was limited mostly to overseeing the foreign trustee and to make sure the trust maker’s intent
A Unique Opportunity
The new tax law (2010 Tax Relief Act) creates an once-in-a-lifetime planning opportunity that ends at midnight, December 31, 2010.
Generally, transfers (greater than $13,000 per year) to generations younger than children are subject to what is known as
Eldercare Locator – A Free, Public Service For Connecting Older Adults and Caregivers with Community Resources
The Eldercare Locator is a service of the U.S. Administration on Aging. It’s been around for nearly 20 years. Its toll free number is 800-677-1116. Its website is http://www.eldercare.gov. It provides information about long-term care alternatives, transportation options, caregiver issues
Foreclosure Moratoriums – What are they about and what does it mean to you if I you are facing a foreclosure?
In the last couple of weeks, a number of banks have announced moratoriums on foreclosures citing problems with their paperwork. Newly-named personnel, “robo-signers”, were under fire for not reviewing files and submitting false affidavits to courts. Even with years of
Qualified Disclaimers
Whether in the context of gift and estate tax planning or probate and trust administration, we have been talking with our clients about qualified disclaimers more than ever. It is an effective planning technique, but it must be implemented carefully.
Medicare Coverage of Skilled Nursing Care – The Right Standard
I have heard, all to frequently, about people losing Medicare coverage for skilled nursing care because it had been determined that they had reached a “healing plateau.” That is, they were not improving from the skilled nursing care they were
