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Index To Volume 16 (2010) (3 pp) (relevancy score: 100%)

from the ALI CLE Estate Planning Course Materials Journal Vol. 16 No. 6

Index To Volume 16 (2010) | 63 Welch, Lyman W., Forsyth, Jr., William H., Redd, Charles A., and Snyder, Susan D.--Factors To Consider In Litigating Total Return Trust Cases. 41. CHARITABLE GIFT PLANNINGDrafting Charitable Lead Trusts And A Look At The IRS Lead Trust Forms (With Samples). 49. Drafting Charitable Lead Trusts And A Look At The IRS Lead Trust Forms (With Samples).

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Table of Contents (1 pp) (relevancy score: 100%)

from the ALI CLE Estate Planning Course Materials Journal Vol. 16 No. 6

Leonard H. Gilbert Updated from the ALI-ABA Course of Study, Representing Estate and Trust Beneficiaries and Thomas Z. Hayward, Jr. Fiduciaries, July 15-16, 2010. Updated from the ALI-ABA Course of Study, Representing Estate and Trust Beneficiaries and Carolyn D. King Ex Officio Fiduciaries, July 15-16, 2010. The ALI-ABA Estate Planning Course Materials Journal (ISSN: 1082-8206) is published bimonthly by American Law Institute-American Bar Association Continuing Professional Education.

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Income-Only Trusts for Medicaid and General Asset Protection (46 pp) (relevancy score: 100%)

by Evan H. Farr
from Asset Protection for the Middle Class: Using Income-Only Trusts for True Asset Protection (October 20, 2010)

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The Revival of the Income-Only Trust in Medicaid Planning (12 pp) (relevancy score: 100%)

by Shirley B. Whitenack, Esquire
from Asset Protection for the Middle Class: Using Income-Only Trusts for True Asset Protection (October 20, 2010)

48 INCOME-ONLY TRUST The Revival of the Income-Only Trust in Medicaid Planning Since the enactment of the DRA, an income-only trust is once again a powerful tool in the Medicaid planning toolbox. Income-only trusts are popular once again An income-only trust is an irrevocable trust created by a Medicaid applicant or the applicant's spouse. 24 Does the Medicaid right to estate recovery result in Medicaid's treatment as a creditor of the Medicaid beneficiary's estate, including any income-...

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Asset Protection: Trust Planning (150 pp) (relevancy score: 100%)

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from Asset Protection for the Middle Class: Using Income-Only Trusts for True Asset Protection (October 20, 2010)

119 vi 66 ASSET PROTECTION TRUST PLANNING Page 1 ASSET PROTECTION: TRUST PLANNING1 I. INTRODUCTION There is increasing demand from wealthy clients for asset protection planning advice. To ignore legitimate asset protection planning alternatives (including the asset protection trust) is to court disaster, for both your client and yourself.14 The debate between advocates of creditors' rights and advocates of asset protection cannot, then, turn on whether asset protection is proper.

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Table of Contents (1 pp) (relevancy score: 100%)

from the ALI CLE Estate Planning Course Materials Journal Vol. 16 No. 5

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Income-Only Trusts for Medicaid and General Asset Protection (46 pp) (relevancy score: 100%)

by Evan H. Farr
from Asset Protection for the Middle Class: Using Income-Only Trusts for True Asset Protection (September 21, 2010)

meout

More Information: Income-Only Trusts for Medicaid and General Asset Protection Buy Coursebook  Preview Preview Paper Add to Cart Buy Paper  $29.00


The Revival of the Income-Only Trust in Medicaid Planning (12 pp) (relevancy score: 100%)

by Shirley B. Whitenack, Esquire
from Asset Protection for the Middle Class: Using Income-Only Trusts for True Asset Protection (September 21, 2010)

48 INCOME-ONLY TRUST The Revival of the Income-Only Trust in Medicaid Planning Since the enactment of the DRA, an income-only trust is once again a powerful tool in the Medicaid planning toolbox. Income-only trusts are popular once again An income-only trust is an irrevocable trust created by a Medicaid applicant or the applicant's spouse. 24 Does the Medicaid right to estate recovery result in Medicaid's treatment as a creditor of the Medicaid beneficiary's estate, including any income-...

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Asset Protection: Trust Planning (150 pp) (relevancy score: 100%)

by
from Asset Protection for the Middle Class: Using Income-Only Trusts for True Asset Protection (September 21, 2010)

119 vi 66 ASSET PROTECTION TRUST PLANNING Page 1 ASSET PROTECTION: TRUST PLANNING1 I. INTRODUCTION There is increasing demand from wealthy clients for asset protection planning advice. To ignore legitimate asset protection planning alternatives (including the asset protection trust) is to court disaster, for both your client and yourself.14 The debate between advocates of creditors' rights and advocates of asset protection cannot, then, turn on whether asset protection is proper.

More Information: Asset Protection: Trust Planning Buy Coursebook  Preview Preview Paper Add to Cart Buy Paper  $49.00


Income-Only Trusts for Medicaid and General Asset Protection (46 pp) (relevancy score: 100%)

by Evan H. Farr
from Asset Protection for the Middle Class: Using Income-Only Trusts for True Asset Protection (August 5, 2010)

meout

More Information: Income-Only Trusts for Medicaid and General Asset Protection Buy Coursebook  Preview Preview Paper Add to Cart Buy Paper  $29.00


The Revival of the Income-Only Trust in Medicaid Planning (12 pp) (relevancy score: 100%)

by Shirley B. Whitenack, Esquire
from Asset Protection for the Middle Class: Using Income-Only Trusts for True Asset Protection (August 5, 2010)

48 INCOME-ONLY TRUST The Revival of the Income-Only Trust in Medicaid Planning Since the enactment of the DRA, an income-only trust is once again a powerful tool in the Medicaid planning toolbox. Income-only trusts are popular once again An income-only trust is an irrevocable trust created by a Medicaid applicant or the applicant's spouse. 24 Does the Medicaid right to estate recovery result in Medicaid's treatment as a creditor of the Medicaid beneficiary's estate, including any income-...

More Information: The Revival of the Income-Only Trust in Medicaid Planning Buy Coursebook  Preview Preview Paper Add to Cart Buy Paper  $29.00


Asset Protection: Trust Planning (150 pp) (relevancy score: 100%)

by
from Asset Protection for the Middle Class: Using Income-Only Trusts for True Asset Protection (August 5, 2010)

119 vi 66 ASSET PROTECTION TRUST PLANNING Page 1 ASSET PROTECTION: TRUST PLANNING1 I. INTRODUCTION There is increasing demand from wealthy clients for asset protection planning advice. To ignore legitimate asset protection planning alternatives (including the asset protection trust) is to court disaster, for both your client and yourself.14 The debate between advocates of creditors' rights and advocates of asset protection cannot, then, turn on whether asset protection is proper.

More Information: Asset Protection: Trust Planning Buy Coursebook  Preview Preview Paper Add to Cart Buy Paper  $49.00


Table of Contents (1 pp) (relevancy score: 100%)

from the ALI CLE Estate Planning Course Materials Journal Vol. 16 No. 4

Michael E. Flowers Leonard H. GilbertThomas Z. Hayward, Jr. Developments Involving Grantor Trusts Peter M. LaSorsa Jeanne L. Newlon 27 John J. McKetta, III A trust is treated as a grantor trust when a grantor or another person is Bettina B. Plevan treated as the owner of the trust income or principal or both for federal income tax purposes. The ALI-ABA Estate Planning Course Materials Journal (ISSN: 10828206) is published bimonthly by American Law InstituteAmerican Bar Association Continuing...

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Table of Contents (relevancy score: 100%)

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from the ALI CLE Estate Planning Course Materials Journal Vol. 16 No. 3

Therefore, it may be desirable to cause a trust to cease being THE AMERICAN LAW INSTITUTE- AMERICAN BAR ASSOCIATION subject to income tax in its current jurisdiction and move to a jurisdic- CONTINUING PROFESSIONAL tion that will not cause the income of the trust to be subject to state EDUCATION BOARD OF DIRECTORS income tax. The ALI-ABA Estate Planning Course Materials Journal (ISSN: 1082-8206) is published bimonthly by American Law Institute-American Bar Association Continuing Professional ...

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Links to the Two Statutes Comprising Health Reform (2 pp) (relevancy score: 100%)

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from Health Care Reform: Analysis of Health Plan Changes for Employee Benefits, Employment, and Business Lawyers (April 16, 2010)

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Link to IRS Site on Small Employer Credit (2 pp) (relevancy score: 100%)

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from Health Care Reform: Analysis of Health Plan Changes for Employee Benefits, Employment, and Business Lawyers (April 16, 2010)

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White House Fact Sheet: Early Benefits from the Affordable Care Act of 2010-Reinsurance Program for Early Retirees (4 pp) (relevancy score: 100%)

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from Health Care Reform: Analysis of Health Plan Changes for Employee Benefits, Employment, and Business Lawyers (April 16, 2010)

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Historic Health Care Reform Legislation Signed by President Obama (12 pp) (relevancy score: 100%)

by Julie H. Burbank Coleman
from Health Care Reform: Analysis of Health Plan Changes for Employee Benefits, Employment, and Business Lawyers (April 16, 2010)

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Healthcare Reform Legislation: Provisions Affecting Employer-Sponsored Group Health Plans (16 pp) (relevancy score: 100%)

by T. David Cowart
from Health Care Reform: Analysis of Health Plan Changes for Employee Benefits, Employment, and Business Lawyers (April 16, 2010)

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Healthcare Reform: What You Need to Do Now and in the Future (6 pp) (relevancy score: 100%)

by Greta E. Cowart
from Health Care Reform: Analysis of Health Plan Changes for Employee Benefits, Employment, and Business Lawyers (April 16, 2010)

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