News & Analysis as of September 26, 2024

Beneficiary Designations

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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 -

Ruder Ware's Elder Law Team Recognizes National Special Needs Law Month - Part 2

Ruder Ware on 10/26/2020

My name is Attorney Jessica Merkel. As we shared earlier this month, October is Special Needs Law Month. Since this is part two of our two-part series, we wanted to recap that in our first part we shared with you some...more

"Failing to Prepare Is Preparing to Fail"

Chambliss, Bahner & Stophel, P.C. on 3/24/2020

At 5:30 a.m. my phone started ringing. I am an early riser, but I have to say that I almost never get calls that early in the morning. In fact, that is my quiet time when I drink my coffee, think about my day ahead, and...more

If Your Estate Plan Includes IRAs, a New Law Means It Is Time to Reevaluate

Chambliss, Bahner & Stophel, P.C. on 2/18/2020

Both workers and retirees may need to rethink some of their estate planning in light of the newest spending bill. The Setting Every Community Up for Retirement Enhancement (SECURE) Act, part of the massive bill, makes major...more

Pooled Trusts: Should You Consider Taking a Dip?

Chambliss, Bahner & Stophel, P.C. on 1/25/2019

Most special needs trusts (SNTs) are set up to benefit one individual. But it’s possible to contribute to a trust where the funds of many people with special needs are “pooled.” This kind of trust, called a pooled or...more

Family Matters: Does Everyone Really Need a Will?

Gray Reed on 10/31/2018

Just before her 80th birthday, Ernest (“Big Daddy”) Bux’s octogenarian Auntie Delusional (Auntie Del) died without a will or any other estate plan in place to give guidance to her husband (Uncle Tom) and their two adult...more

Estate Planning for Families with Children Who Have Special Needs

Farrell Fritz, P.C. on 4/14/2017

Estate planning for families who have children with special needs is similar to estate planning for families who do not have special needs children. From an estate tax perspective, the considerations do not differ. The key,...more

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