trusts

The Biden Administration’s Effect on Estates, Trusts, and Tax Planning

Talking about politics can sometimes be risky business.  However, as is often said, elections have consequences and in the context of estate planning it is important to examine the Biden Administration’s effect on estates, trusts, and tax planning.  After the outcome of the recent Senate run-off election in Georgia, we now know that we have …

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Three Action Items That Are Important to You Estate Planning Right Now

By: Stephen R. Elville, J.D., LL.M. – President and Principal Attorney of Elville and Associates, P.C.   What’s important right now for your estate planning?  In short, three (3) things:  locate all original documents – wills, trusts, powers of attorney, advance medical directives, memorandums – and review them for accuracy and any needed changes; revise …

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The Ins and Outs of Family Members Being Paid as Caregivers from Special Needs Trust Funds

Authored by: Stephen R. Elville, Esq. — Elville and Associates, P.C.– 443-393-7696, steve@elvilleassociates.com, @elvilleassoc Trustees of special needs trusts are often approached by family members of trust beneficiaries who would like to be paid as caregivers for the beneficiaries. While the Social Security Administration (SSA) currently does not explicitly prohibit payment of family caregivers from …

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