California legislatures recently passed AB 133, which is creating quite the stir in the elder law..

Elder Law

Each year, the Internal Revenue Service (IRS) puts out their “dirty dozen” list. This is a list of..

Elder Law

When an agent steps into the shoes of a principal, does that require the agent to ensure every cent..

Elder Law, Case Law

Shock therapy has been in the news and in the courts in recent years. A graduated electronic..

Case Law

Yesterday, you were alerted to the groundbreaking decision out of Minnesota that confirmed an..

Elder Law, Case Law

In a Minnesota appeals court decision, the court ruled that a Medicaid recipient’s irrevocable..

Elder Law, Case Law

SSI benefits are means based. Meaning, there are strict financial criteria that must be met to..

Special Needs Planning

Last week we announced a few exciting additions to ElderDocx. One of those new additions was an..

Elder Law

ElderDocx puts a smart and efficient document creation system at your fingertips. It allows you to..

Announcements, Elder Law

In 2003, Mary attempted to engage in elder law planning and executed a deed reserving a life estate..

Elder Law, Case Law

A step-up in basis, or more accurately, a basis adjustment, has been a cornerstone of many estate..

estate planning

Can undue influence lead to a Trust Amendment via a Trust Protector who is an independent party?..

estate planning, Case Law