Estate Planning for the GLBT Community Guidance and assistance with Living Trusts, Health Care Powers of Attorney, and Asset Distribution.
Continuing Education Class
This class is scheduled for December 10th qualifies for 2 CE credits (credit approval pending) for Maryland Life/Health, Certified Financial Planners and Certified Public Accountants.
Attorney Nicole Livingston comprehensively defines the concerns and fundamentals of planning for Veterans in our upcoming Continuing Education Class In The Trenches – Veteran’s Aid Benefits. Because you are in the business of saving your clients’ assets, not wasting them, you will want to attend this valuable presentation. Did you know that in addition to extra, non-taxable income, some veterans may qualify for health benefits, such as FREE medications, glasses, hearing aides, burial benefits and more! In addition there are special benefits to veterans who served in Vietnam who now have diabetes, cancer, or high blood pressure and for the widowed spouses of those veterans.
For more information and to register for this FREE Continuing Education class click on the link below:
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Local Attorney Receives Estate Planning Legal Training At Academy Conference
Maryland Estate Planning Attorney Colleen Sinclair Prosser attended an educational conference in San Diego, CA on October 16th thru October 20th sponsored by the American Academy of Estate Planning Attorneys. The Academy is the premier national educational organization that promotes excellence in estate planning by providing member attorneys with research and vital updates in estate, tax and business planning law for over 15 years. The advanced training included Planning for Parents, Siblings and Others, Trust Administration, Family Limited Partnerships and an Overview of Fiduciary Income Taxation. Additional training focused on the benefits of using Legacy Wealth Planning techniques.
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Attorneys and staff of SinclairProsser Law are qualified professionals ready to serve you, your family and friends with all estate planning needs
ESTATE PLANNING NEWS Planning to Benefit Non-Traditional Beneficiaries Traditional estate planning strategies are not always available to people who have non-traditional beneficiaries, but here is a strategy that can only be used for non-traditional beneficiaries. These beneficiaries include unmarried domestic partners, same-sex married couples, nephews and nieces, and friends. This article examines the use of a Grantor Retained Interest Trust (GRIT), which is not available for traditional "members of the family", as a strategy to help plan for non-traditional beneficiaries.
ESTATE PLANNING NEWS A Trust Can Help Protect You from a Financial Crisis This article examines how a trust can help expand the protection on your financial accounts, including those at banks, savings and loans, credit unions, and brokerages.
EDUCATIONAL FYIs Article on Family CaregiversThe Sunday, September 9, 2007 issue of Parade magazine contains an article by Gail Sheehy on family caregiving. It will recount some of her own experiences as a spousal caregiver to her husband.
CLIENT NEWSLETTERS Your Estate Matters Newsletter, Vol. 13.3
Articles included in this issue:
EDUCATIONAL ALERTS Recent Law Changes of Note to Financial ProfessionalsThis Alert examines changes the recent expansion of FDIC insurance coverage and how it applies to accounts in revocable trusts. The Alert also examines how the extension of the allowance of the IRA “charitable rollover” can help your client achieve their philanthropic and tax goals.
