Social Security Appeals
Feb 09, 2012
Applicants for Social Security benefits can appeal the denial of their initial benefits. Those receiving Social Security benefits can appeal the reduction or termination of their benefits.
Levels of D...
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Effective Utilization of Insurance and Retirement Accounts In Special Needs Planning
Feb 07, 2012
Estate planning for parents with disabled children is a very delicate and important proposition. During their lifetime, parents are able to provide emotional and financial support to their children. Th...
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Special Needs and Circumstances in Estate Planning
Jan 18, 2012
Special Needs and Circumstances When drafting a will, an attorney must recognize that individuals have different backgrounds. In an initial client interview, an attorney must determine whether the spec...
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Naming Fiduciaries in a Will
Jan 18, 2012
Naming Fiduciaries There are three primary fiduciaries that can be named in a will. In every will, an executor is named. In some states, this role is referred to as the personal representative. The exe...
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Types of Will Bequests
Jan 18, 2012
Types of Bequests There are four types of bequests which may be made in a will: (1) specific bequests, (2) demonstrative bequests, (3) general bequests, and (4) residuary bequests.
Specific Bequests S...
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The ABCs of Wills
Jan 18, 2012
Any individual, who aspires to practice estate planning or elder law, must be proficient in the areas of will drafting, trusts, and basic taxation. One of the fastest growing areas of litigation throug...
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Medicaid Planning By New Jersey Guardians
Jan 17, 2012
The issue of whether or not guardians can undertake Medicaid planning on behalf of their wards has come to the forefront of New Jersey probate litigation in the past two decades. Commencing in 1995, ma...
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Charitable Planning - Part 3
Jan 16, 2012
For high net-worth individuals and couples, there are a variety of transfer techniques in order to minimize exposure to death taxes. These include, but are not limited to Disclaimer Trusts, Credit She...
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Charitable Planning - Part 2
Jan 16, 2012
For high net-worth individuals and couples, there are a variety of transfer techniques in order to minimize exposure to death taxes. These include, but are not limited to Disclaimer Trusts, Credit She...
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Charitable Planning - Part 1
Jan 16, 2012
For high net-worth individuals and couples, there are a variety of transfer techniques in order to minimize exposure to death taxes. These include, but are not limited to Disclaimer Trusts, Credit She...
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