The Colorado Guardianship Process

10 years ago

Why do I need a Guardianship? There are a number of reasons that a person may want to seek a…

A Case Study

10 years ago

A few months ago, I met with a family with the following set of circumstances; Sue, the mother, has cancer;…

Income taxation of First Party Special Needs Trust. Why I do not believe Section 674(c) applies to First party Special Needs Trust.

10 years ago

A reversion is a power to reclaim possession or enjoyment of the trust property. If at the creation of the…

NAELA Commends House Passage of Older Americans Act Reauthorization Act

10 years ago

Click here to read the NAELA article entitled "NAELA Commends House Passage of Older Americans Act Reauthorization Act."

Protecting Assets from Long Term Care Costs

10 years ago

Douglas had to place his mother in a nursing home. Douglas consulted a social worker who told him that he…

You’ve Been Appointed Trustee of a Trust – Here are Eight Do’s and Don’ts to Get You Started

10 years ago

It can be an honor and a burden to be appointed trustee of a trust. What responsibilities have been thrust…

Brad is quoted in MarketWatch

11 years ago

Brad is quoted in a MarketWatch article entitled, "Caring for Older People's Finances can Boost Independence," dated May 21, 2015.…

Brad quoted in NerdWallet

11 years ago

Brad is quoted in an article entitled "Long Term Care Insurance: It's Not for Everyone."  Please click here to read…

Brad Quoted in PBS NewsHour

11 years ago

Brad is quoted in an article entitled "Navigating the Complexity of a Long Term Care Insuarnce Policy.  Click here to…

Inherited IRAs in Bankruptcy: New Pitfalls and Opportunities

11 years ago

The recent case of Clark v. Rameker, 134 S. Ct. 2242 (2014), the U.S. Supreme Court unanimously ruled that inherited…