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  • Home
  • Our Team
  • Services
    • Estate Planning
    • Trust & Estate Litigation
    • Estate & Trust Administration
    • Probate & Probate Avoidance
    • Contested Guardianships & Probates
    • Asset Protection Planning
    • Tax Law
    • Medicaid & VA Benefits
    • Land Conservation Easements
  • Blog
  • Contact & Directions

Archives

Monthly Archive for: "April, 2017"
Home » Archives for April 2017
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By Bach and Jacobs PA
In Asset Protection Planning, Estate Planning, Tax Law
Posted April 28, 2017

Estate Planning for Same-Sex Couples in Florida: Tax Filing

Because same-sex married couples are now federally recognized, they can file joint tax returns. The  IRS also recognizes federal tax provisions which include income tax credit, child tax credit, [...]

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By Bach and Jacobs PA
In Asset Protection Planning, Estate Planning, Government Benefits, Long-Term Care
Posted April 25, 2017

Questions to ask before retirement

For many seniors, retirement is a time of relaxation and having opportunities to explore their interests and the world. But before making the transition into retirement, there are some questions [...]

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By Bach and Jacobs PA
In Elder Law, Estate Planning
Posted April 21, 2017

Changes to the Florida Health Care Surrogate Act for Minors

Legislation that made changes to the Florida Health Care Surrogate Act was enacted in October of 2015. Although many of the changes affected competent adults, there were also changes that [...]

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By Bach and Jacobs PA
In Elder Law, Estate Planning
Posted April 18, 2017

Changes to the Florida Health Care Surrogate Act for Adults

Florida recently enacted changes to the Florida Health Care Surrogate Act that gives patients additional flexibility in appointing an agent and add additional notification requirements for [...]

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By Bach and Jacobs PA
In Asset Protection Planning, Government Benefits, Medicaid Planning
Posted April 14, 2017

What is a Pooled Trust?

A first-party supplemental needs trust is created to allow disabled persons to receive the benefit of their funds in a trust while still qualifying for and receiving government benefits. An [...]

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By Bach, Jacobs & Byrne, P.A.
In Firm News, Health
Posted April 11, 2017

Panel of Experts Discussion – A Free Dementia Education Seminar

Attorney Babette Bach, Esq. will be a speaker at the “Panel of Experts Discussion – A Free Dementia Education Seminar” at The Jewish Family and Children’s Service of the [...]

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By Bach and Jacobs PA
In Elder Law, Long-Term Care
Posted April 11, 2017

Arbitration agreement surviving death of signatory

In the 2013 case Laizure vs. Avante at Leesburg, Inc. (SC10-2132), the Florida Supreme Court had to consider whether a nursing home patient’s agreement to arbitrate all claims against a nursing [...]

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By Bach and Jacobs PA
In Asset Protection Planning, Estate Planning, Government Benefits, Tax Law
Posted April 7, 2017

Estate Planning for Same-Sex Couples in Florida

 The U.S. Supreme Court rulings in the 2013 Windsor v. U.S. and the 2015 Obergefell v. Hodges cases resulted in changes for same-sex couples in areas such as estate planning and tax filing. It is [...]

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By Bach and Jacobs PA
In Elder Law, Estate Planning, Guardianship
Posted April 4, 2017

Guardianship vs. POA: Incapacitated Individuals Making Dangerous Decisions

Despite having a power of attorney and other lesser restrictive alternatives in place, there may still be situations in which appointing a guardian is necessary for the safety of the [...]

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