California legislatures recently passed AB 133, which is creating quite the stir in the elder law..
Each year, the Internal Revenue Service (IRS) puts out their “dirty dozen” list. This is a list of..
When an agent steps into the shoes of a principal, does that require the agent to ensure every cent..
Shock therapy has been in the news and in the courts in recent years. A graduated electronic..
Yesterday, you were alerted to the groundbreaking decision out of Minnesota that confirmed an..
In a Minnesota appeals court decision, the court ruled that a Medicaid recipient’s irrevocable..
SSI benefits are means based. Meaning, there are strict financial criteria that must be met to..
Last week we announced a few exciting additions to ElderDocx. One of those new additions was an..
ElderDocx puts a smart and efficient document creation system at your fingertips. It allows you to..
In 2003, Mary attempted to engage in elder law planning and executed a deed reserving a life estate..
A step-up in basis, or more accurately, a basis adjustment, has been a cornerstone of many estate..
Can undue influence lead to a Trust Amendment via a Trust Protector who is an independent party?..