Lucy

How to Achieve Perfection for Your Legacy — Intentionalism in Estate Planning

Many people want to achieve excellence in their estate planning – to establish an estate plan that works as intended – one that will stand the test of time, accomplish personal goals and priorities, provide for the disposition of assets in the desired way to the persons and/or organizations of choice, controlling costs, and setting …

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Webinar- Understanding Maryland ABLE Accounts and How They Benefit Your Loved One With Special Needs

Maryland ABLE accounts help families and their loved ones with disabilities save for the future without jeopardizing federal, state and local benefits. Join Kelly Nelson, Outreach and Communications Manager from Maryland ABLE, as she shares by webinar the following: the eligibility criteria and enrollment process; features of an ABLE account and the account management process; …

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Inheriting the Responsibility of Serving as a Personal Representative or Trustee

By: Shannon K. Mumaw – Associate Attorney One of the first questions people ask when they discover they have been appointed as the personal representative under a loved one’s Last Will and Testament or as the trustee under a Trust is – “What do I have to do?” Serving as a personal representative or trustee …

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Webinar — Learn What Elder Law Attorneys Are Advising Clients in 2022

“Elder Law attorneys are not just lawyers, they are counselors.” Elder Law encompasses many concepts – planning for individuals and families who do not have taxable estates, but who are primarily concerned about the protection of their assets and addressing disability and long-term care issues. Elder Law also encompasses the following: Medical Assistance (Medicaid), long-term …

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Webinar — Supported Decision Making for Loved Ones With Disabilities Breaking Through

Supported Decision Making (SDM) involves persons with disabilities being able to make their own decisions to whatever extent they can, provided they have enough support to do so. While Maryland’s Supported Decision Making law went into effect on October 1st, SDM is now law in nearly half of the U.S. Supported Decision Making represents a …

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Honoring “Grandfamilies” During National Family Caregivers Month: Resources for Grandparent Caregivers

November marks National Family Caregivers Month. Today, roughly 3 million children reside with grandparents who have committed to being their primary caregivers, according to Pew Research Center estimates. Grandparents may step in when the child’s parents can no longer take care of the child, when the parents pass away, or when a court takes away …

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