The Setting Every Community Up For Retirement Enhancement Act, better known as the Secure Act, became effective January 1, 2020. The Secure Act changed many of the rules that apply to inherited IRAs. This session will discuss the application of the Secure Act to third-party special needs trust.
Tax Trust Termination and Decanting Issues
This session will review the specific income, gift and estate taxes rules that apply to special needs trust. Topics will include a discussion on grantor trust, qualified disability trust and how trust distributions are taxed.
End of Life: The Conversation and the Law
Explore the best practices for End of Life documents from the legal and medical points of view. We will talk about the needed documents and practical situations to apply the documents.
Business Issues Relating to Public Benefits
We will explore the business issues in elder law. What are the possible options for a business? We will also discuss transferring a business into a trust.
Veteran’s Pension Planning Under the New 2018 Regulations
Here is your chance to be updated on current VA Benefits. You will be updated on new regulations.
The 4 Cs of Ethics and Elder Law Recorded at the Elder Law Institute in July 2021.
We will discuss the ethical pitfalls to avoid in the practice of elder law. Using some scenarios we will offer some practical solutions to some ethical situations.