Estate Planning, Elder Law and Tax Law Articles

Drafting Trusts for Maximum Asset Protection from Creditors
(PDF, 446KB)
Drafting Trusts for Maximum Asset Protection from Creditors: Techniques For When Your Client Is Concerned About Creditors
(PDF, 4.62MB)
Exceptional Parent Taxation of Special Needs Trusts – Part 1
(PDF, 2MB)
Exceptional Parent Taxation of Special Needs Trusts – Part 2
(PDF, 1.9MB)
Get Medicaid Without Giving Up the Farm
(PDF, 412KB)
Judicial Foreclosures and Constitutional Challenges: What Every Estate Planning Attorney Needs to Know
(PDF, 112KB)
NAELA News Taxation of Special Needs Trusts – Part 1
(PDF, 140KB)
NAELA News Taxation of Special Needs Trusts – Part 2
(PDF, 304KB)
Reports of Its Death Are Greatly Exaggerated: The State Death Tax Lives On
(PDF, 111KB)
Tax Efficient Funding of Special Needs Trusts
(PDF, 6.76MB)
Tax Tips for Attorneys: California Offers Amnesty for Income Sales Taxes
(PDF, 588KB)
Tax Tips for Attorneys: Supreme Court Rules on Taxation of Attorneys
(PDF, 631KB)