Blog
Q&A with Loraine: Benefitting From a Trust
Question: As sole beneficiary of a trust, it states that the funds be used for my care, comfort, and support. Are my pets covered? Background: ...
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Q&A with Loraine: Deeds Versus Wills
Question: Who does the home legally belong to? Background: The home (in question) was bought in the 70s, with the down payment paid by my ...
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Q&A with Loraine: Petition for Letters of Administration
Question: How do I correctly fill out a Petition for Letters of Administration? Background: My father passed intestate. [Editor’s note: “Passed intestate” means to die ...
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Q&A with Loraine: Contesting a Year’s Support Petition
Question: Can I contest a Year’s Support Petition that has already been granted? Background: My father died, and my stepmother filed for the entire estate ...
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Supporting Children With Special Needs Through Effective Estate Planning
You have a child with special needs and are worried that your child will not be able to support him or herself after you are ...
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Dear U.S. Treasury Department and IRS…
Have you ever been seriously frustrated with how the Internal Revenue Service (IRS) interprets particular laws? We have, and recently submitted our first official Comment ...
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The Social Security Administration Keeps Us on Our Toes: Treatment of CARES Act Payments for SSI and Medicaid Beneficiaries; Nominating Representative Payees with the Social Security Administration
By Diane Weinberg Under the Coronavirus Aid, Relief and Economic Security (CARES) Act, every taxpayer who received income in 2018 and 2019 below a certain ...
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Social Security Rule Concerning Imprisoning Attorneys Repealed – For Now
By Diane Weinberg As you may recall, our August 29, 2019 News Alert addressed a Social Security rule that would likely make it more difficult ...
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