Administrative Law, Wills, Trusts, & Estate Planning, Insurance

How Not To Designate A Revocable Trust As An Insurance Policy Beneficiary

by Charles (Chuck) Rubin on 7/30/2012

In a recent Florida case that likely has relevance to other states, a decedent established a revocable trust for the benefit of his heirs. The trust had typical language that directed that the after the death of the settlor,...more

FDIC Reveals Banks’ Living Wills

by BuckleySandler LLP on 7/11/2012

On July 3, the Federal Deposit Insurance Corporation (FDIC) posted the public sections of the initial resolution plans submitted by sixteen large bank holding companies. ...more

Living Wills: Public Portions Released

by Morrison & Foerster LLP on 7/6/2012

Banking organizations required to file resolution plans, or “living wills,” received some additional instruction this past Tuesday, July 3, 2012, when the Federal Deposit Insurance Corporation (“FDIC”) and the Federal Reserve...more

Planning and Paying for Long-term Care (Part 4 in a Series: Medicaid/Medical Assistance)

by McNees Wallace & Nurick LLC on 4/25/2012

As of January 1, 2012, the average cost of skilled nursing care in Pennsylvania is $8,112.13 per month. Recall that according to national statistics, approximately 50% of nursing care throughout the country is paid by...more

Designated to Decide: How to Help a Loved One Finish Well

by Melissa Thomas on 4/20/2012

Columbia, MO – April 20, 2012 -- A loving daughter agrees to be her mother’s healthcare agent. A thoughtful mother completes a DNR (Do Not Resuscitate) and DNI (Do Not Intubate) forms. The mother even goes so far as to wear a...more

Designated to Decide: How to Help a Loved One Finish Well

by Melissa Thomas on 4/20/2012

Columbia, MO – April 20, 2012 -- Alisa M. Dotson, Esq. watched a video of a loving daughter who agrees to be her mother’s healthcare agent. A thoughtful mother completes a DNR (Do Not Resuscitate) and DNI (Do Not Intubate)...more

Medical Records Speak Louder Than Words: What It Takes to Win a Social Security Disability Claim Medical Records Speak Louder...

by Melissa Thomas on 2/28/2012

Columbia, MO – February 28, 2012 -- To SSA, the word “disabled” is not a medical term. This is the number one reason that the agency will not accept your doctor’s pronouncement that you are “disabled.” To SSA, being disabled...more

Top 10 Elder Law Cases of 2011

by Fein, Such, Kahn & Shepard, P.C. on 1/20/2012

New Jersey accounted for 30% of the most important court rulings on elder law issues in 2011. The crib notes version? Stay within the line and intent of the law to get the results that you want. The courts are supporting...more

What does the debt deal debacle mean to your life insurance coverage?

by Fein, Such, Kahn & Shepard, P.C. on 8/12/2011

Many are feeling this week how the congressional quagmire has impacted their portfolios. One other impact that many may be unaware of is that the downgrade of US credit rating has changed the credit rating of major life...more

Social Security Legally Is Just a Government Welfare Program

by Charles E. Rounds, Jr. on 7/8/2011

It all comes down to political risk versus market risk. Social security legally is merely a government welfare program masquerading as a quasi-private funded defined benefit pension plan. Social security bestows no legally...more

McNees Insights- March 2011

by McNees Wallace & Nurick LLC on 3/23/2011

IN THIS ISSUE: 2011 Tax Law Changes; Estate Planning and the 2010 Tax Act; Planning and Paying for Long-term Care (Part 1 in a Series);McNees Welcomes Scott Alan Mitchell. Please see full newsletter below for more...more

President Signs the 2010 Tax Relief Act Giving Taxpayers a Measure of Tax Certainty

by Manatt, Phelps & Phillips, LLP on 12/20/2010

On December 17, 2010, President Obama signed into law the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (HR 4853) (the “2010 Tax Relief Act”). The 2010 Tax Relief Act extends for two...more

New York’s Highest Court Approves STOLI Policy Sales

by Sutherland Asbill & Brennan LLP on 11/18/2010

The New York Court of Appeals held yesterday that “New York Law permits a person to procure an insurance policy on his or her own life and immediately transfer it to one without an insurable interest in that life, even...more

Department of Insurance Issues Emergency STOLI Regulations

by Barger & Wolen on 9/28/2010

Effective July 29, 2010, less than a month after California’s first Stranger Originated Life Insurance (“STOLI”) legislation, Senate Bill 98, took effect, the California Department of Insurance (“DOI”) issued emergency...more

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Administrative Law › Wills, Trusts, & Estate Planning › Insurance

How Not To Designate A Revocable Trust As An Insurance Policy Beneficiary

FDIC Reveals Banks’ Living Wills

Living Wills: Public Portions Released

Planning and Paying for Long-term Care (Part 4 in a Series: Medicaid/Medical Assistance)

Designated to Decide: How to Help a Loved One Finish Well

Designated to Decide: How to Help a Loved One Finish Well

Medical Records Speak Louder Than Words: What It Takes to Win a Social Security Disability Claim Medical Records Speak Louder...

Top 10 Elder Law Cases of 2011

What does the debt deal debacle mean to your life insurance coverage?

Social Security Legally Is Just a Government Welfare Program

McNees Insights- March 2011

President Signs the 2010 Tax Relief Act Giving Taxpayers a Measure of Tax Certainty

New York’s Highest Court Approves STOLI Policy Sales

Department of Insurance Issues Emergency STOLI Regulations

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