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Jack E. Stephens Blog

Protecting the Home From Probate After the Death of a Spouse
July 3, 2013

There is much confusion and misunderstanding that surrounds the issues of asset titling after the death of a spouse. Many surviving…

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The Elder Law and Trustee Advisory: Long Term Care Insurance and Filial Support for Parents
June 26, 2013

See PDF of Publication

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HOT TOPIC: What is Your Long Term Care Plan?
May 16, 2013

According to various sources, 60% of us will require some form of long term care during our lifetime. Another 50% of…

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What To Do Before And After The Death Of A Spouse Or Parent
April 26, 2013

A Step By Step Approach Part I When it comes to taking care of estate planning business, most clients are paralyzed…

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Financial Powers of Attorney: Potential Open Checkbook for Disaster
April 18, 2013

A recent case in Tennessee reveals the problems that can arise with Financial Durable Powers of Attorney (DPA). In that case,…

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The Annuity Conundrum
April 11, 2013

Elder Law Attorneys are frequently faced with a myriad of issues surrounding annuities and many times find it difficult to provide…

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Watch Out Sons and Daughters – Filial Support Statutes Rising – Like Zombies
April 4, 2013

As I reported in Pennsylvania, now North Dakota, nursing homes are utilizing archaic filial support state statues to sue children of…

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Flexibility of a Special Needs Trust (SNT)
March 25, 2013

In numerous consultations with the Successor Trustee of a deceased parent, usually a son or daughter, the issue of a disabled…

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Advantages of the A-B Trust in the Climate of a Large Exemption
March 18, 2013

Why should clients continue with an A-B Trust division of assets after the Congress has continued with the $5 million exemption…

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Legally NEGATING Capital Gains Tax In the Trust Estate
March 18, 2013

As we all know, capital gain is derived from the appreciation of assets. All of us hope our homes and other…

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