For Professionals

This page will contain information of interest to attorneys, financial planners, geriatric care managers, trust officers and other professionals working in the fields of elder law planning, special needs trusts, residential placement for disabled seniors, and attorneys looking for references that might assist them in planning for their elderly or disabled clients.

Links to articles, newsletters, professional planning websites and applicable case law will be updated here from time to time or as developments and changes in the law or practice require. Be sure to check back here often.

For Financial Planners
Avoiding the High Post-ATRA Trust Tax Rates… More
Reinventing Estate Planning for the Baby Boomer Generation… More

For Attorneys
Intent to Return Home; What Does it Really Mean?… More