Today I gave a presentation at Capital Area Center for Independent Living (CACIL) regarding the uses of special needs trusts and Medicaid planning, guardianships and conservatorships, and helping individuals with special needs to live in the least restrictive setting possible. Learn more about CACIL here.
Helping those who need it most
Category Archives: Trusts
Don’t add a loved one to your deed
The contexts vary, but the question remains the same. People say they want to add a loved one’s name to their deed and want reassurance that it’s a good idea. Sometimes the question is asked by an elderly parent who wants to add an adult child or grandchild to the deed in an attempt to…
Law Office of Raymond A. Harris, PLLC takes course in advanced asset protection
http://jamespublishing.com/books/aps.htm
Whitney Houston’s estate planning mistakes
“Whitney Houston’s only child, Bobbi Kristina, was potentially left in a tough situation when her mom died. The estate taxes possibly taken out of her inheritance could be dramatic because of awful financial planning and terrible advice from her lawyers and accountants,” explains Rocco Beatrice, managing director of Estate Street Partners, parent company of UltraTrust.com,…
Select the Right Trust Before Ringing in 2013
“Put not your trust in money, but put your money in trust,” counseled Oliver Wendell Holmes more than 100 ago. The advice remains sound today — depending, of course, upon whether you know how to choose the appropriate trust for your circumstances. The selection process depends upon whether you seek to reduce the estate tax…
Michael Jackson’s Family Members Express Problems With the Will and Executors
“Janet Jackson and four of her siblings sent a letter to the executors of Michael Jackson’s estate that accused them of fraud and claimed they abuse Jackson’s mother. Janet, Jermaine, Tito, Randy, and Rebbie Jackson signed the letter. Since Jackson’s death, the relations between the Jackson family and the executors has been strained. The estate…
