Question: My wife and I currently run a wellness center and the bulk of our clients are 55+ years in age. We are concerned that the rise in fraud and scams targeting elders will only skyrocket [...]

Question: Do Trusts Have Reporting Requirements Under the CTA? Do I need to report my revocable trust and irrevocable trusts of which I am trustee to the government under the Corporate [...]

Question: Is there away to determine the amount to be reimbursed back to Medicaid before the death of a disabled beneficiary of a 1st party SNT? Response: Probably not, though the answer would [...]

Question: I bank only through Capital One so I do not have a physical bank. My nieces live in Europe and they are my beneficiaries. How can I make sure they get the money from my Capital One [...]

Question: My husband and I have SLATs set up. The only beneficiaries are our son and 2 grandsons. Our son lost his job and has been looking without luck for 4 months for a new one. He is very [...]

Question: I am helping a friend who has a 1st party special needs trust set up for his brother (funded from a personal injury settlement). His parents who were previously the trustees never [...]

Question: My friend is disabled and has $50K coming to her from the sale of deceased intestate mother’s house and maybe $75K more when she is evicted by her mother’s heirs from her [...]

Question: Our client in California received life insurance proceeds from her parents’ policy payable to her as custodian for her adult brother (“Jane Doe Custodian FBO Joseph [...]

Question: My two brothers purchased a home together in 1990. Both lived there and shared the costs of the home. One brother got married in 2000 and stayed in the home with his wife while the [...]