News & Analysis as of September 24, 2024

Disability

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Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process. less -

ABLE Savings Registry – The Gift that Keeps on Giving

Flaster Greenberg PC on 4/4/2019

ABLE accounts are special, tax qualified disability savings vehicles for seriously disabled individuals, who had a qualifying disability incurred prior to age 26. As long as the rules of the ABLE program are complied with, a...more

Estate Planning and Retirement Considerations for Late-in-Life Parents

Chambliss, Bahner & Stophel, P.C. on 2/5/2019

Older parents are becoming more common, driven in part by changing cultural mores and advances in infertility treatment. Comedian and author Steve Martin had his first child at age 67. Singer Billy Joel just welcomed his...more

Does Your Estate Plan Include Your Pets?

Chambliss, Bahner & Stophel, P.C. on 2/1/2019

Have you considered your pet or pets when planning your estate? If not, you should, according to The Humane Society of the United States, the nation's largest animal protection organization....more

Chocolate Cake, Purple Hair Dye, & Lorrie Morgan: Special Needs Planning Done Right

Chambliss, Bahner & Stophel, P.C. on 1/24/2019

What do chocolate cake, purple hair dye, Lorrie Morgan, and Alexa have in common? On first or even second glance, most of you would find nothing that these random things have in common, unless you know a gentleman named Doug....more

Who Can Set Up the ABLE Account?

Chambliss, Bahner & Stophel, P.C. on 11/13/2018

ABLE accounts, new tax-free saving accounts for people with disabilities, hold great promise for special needs planning. But among the many questions surrounding ABLE plans is who can open accounts? Only the person with a...more

Suit To Modify Trusts Did Not Violate No Contest Clause

Winstead PC on 7/10/2013

Texas courts narrowly construe no-contest clauses. In Di Portanova v. Monroe, grandparents set up eight trusts for a grandchild that had a mental disability. No. 01-20-01019-CV, 2012 Tex. App. LEXIS 9859 (Tex. App.—Houston...more

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