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

estate planning

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

estate planning, Case Law

A Last Will and Testament devises one’s property after their passing. Great weight is given to..

estate planning, Case Law

In January 2021, the State of Tennessee was granted a waiver for a block grant. The block grant..

Medicaid Planning, Case Law

Florida has taken a major stand against abuse and fraud perpetrated on senior and disabled..

Elder Law, Case Law

With some 10,000 Americans turning 65 every day, elder law practice represents a huge..

Elder Law

As a part of many estate and elder law plans, an elder law attorney will draft a Financial Power..

Medicaid Planning, Elder Law

Ms. Irving, a blind woman, lives in San Francisco. In 2018, she filed a Complaint against..

Special Needs Planning, Case Law

Language can be tricky, imprecise, and confusing. When drafting legal documents, it is important..

Elder Law, Case Law

Qualifying for long-term care Medicaid can be tricky. There are strict asset and income limits...

Medicaid Planning, Case Law

Former President Trump made it very clear during his presidency that he supported Medicaid work..

Medicaid Planning

In a recent case out of Ohio, a court of appeals analyzed whether the state could recover child..

estate planning