Elder Law and Resource Newsletter

Volume 8, Issue 2 - The Most Important Parts of Estate Planning Can't Get Legislated Away

There is always a media swarm around the death of a celebrity, especially when they're young, active in their careers, beloved, and tragic.  The death of actor Philip Seymour Hoffman in early February is no exception.  Hoffman was an incredibly talented actor who appeared to be in the prime of his career.  But recently an article surfaced about Philip Seymour Hoffman's estate plan that caught my eye.


Volume 8, Issue 1 - Three Top Reasons to Update your Estate Plan in 2014

Make this your top New Year's resolution - update your estate plan this year.  If you didn't update your estate plan last year when the federal tax laws changed, 2014 is the year to make some important changes in it.  Alterations to tax laws can definitely impact your estate, plus addressing two other key issues can help you be confident you have everything in place for yourself and your heirs.


Volume 3, Issue 3 - Transfers (Gifts) Can Lead to Being Sued by Nursing Homes

The Connecticut legislature recently passed a new law concerning Medicaid eligibility which allows nursing homes an additional basis to sue to recover lost revenue because a resident, or their spouse or agent under a power of attorney, transferred his or her assets to a third party. The new provisions, part of Connecticut Public Act 13-234, went into effect October 1, 2013, but on its face it appears to apply to gifts and other transfers made in ti,e two years before that date.



Volume 3, Issue 2 - Five new Taxes that began on January 1, 2013

Now that the health care law has been declared constitutional, several significant provisions will become effective on January 1, 2013.   What's inside:  Five new taxes that began on January 1, 2013, U.S. Court rules promissory notes are "valid form of medicaid planning," and why you should name a stand-alone retirement trust as beneficiary.



Volume 3, Issue 1 - Holiday Surprises Aren't Always Festive

Holidays are a time when many families, sometimes spread throughout the country, come together for an extended visit.  But what happens when we visit our parents and their home, once a source of pride, is in disrepair or in need of cleaning?  Or your mother, who used o take such delight in spending time in the kitchen, has an empty pantry or spoiled food in the refrigerator?



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    I belong to several national associations made up of estate planning and elder law attorneys. Hank Weatherby has a terrific reputation among the members of these organizations. When I have a client who has a family member in need of estate planning o… Read More
    – Dennis Sullivan

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