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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: "February, 2019"
Home » Archives for February 2019
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By Bach, Jacobs & Byrne, P.A.
In Asset Protection Planning, Tax Law
Posted February 25, 2019

What is a “CLAT”?

A Charitable Lead Annuity Trust, or “CLAT,” is one in which designated charitable beneficiaries receive annual payments during the term of the Trust. Upon the termination of the Trust, designated [...]

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By Bach, Jacobs & Byrne, P.A.
In Asset Protection Planning, Estate Planning, Probate
Posted February 21, 2019

What are the benefits of using a corporate trustee?

The decision of who to name as trustee of your Trust is an important one. An option available to you when making this decision is to designate a corporate trustee, a company that will manage the [...]

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By Bach, Jacobs & Byrne, P.A.
In Elder Law, Health, Long-Term Care
Posted February 19, 2019

What should I do if I think my loved one is the victim of elder abuse?

According to the National Council on Aging, approximately 1 in 10 Americans above the age of 60 have experienced some form of elder abuse. So what should you do if you suspect a senior citizen is [...]

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By Bach, Jacobs & Byrne, P.A.
In Estate Planning, Probate
Posted February 15, 2019

What are the qualifications to serve as a personal representative?

In Florida, the qualifications to serve as personal representative of an estate, as set forth by the Florida Probate Code, are as follows: -The personal representative has never been convicted of [...]

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By Bach, Jacobs & Byrne, P.A.
In Asset Protection Planning, Elder Law
Posted February 11, 2019

What is the Senior Safe Act (SSA)?

The Senior Safe Act is a new federal law intended to fight financial elder abuse by promoting the reporting of suspected elder abuse by financial institutions. Prior to the passage of this law, [...]

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By Bach, Jacobs & Byrne, P.A.
In Estate Planning, Probate
Posted February 7, 2019

Should I title a car in the name of a Trust?

Though there are exceptions to every rule, generally there are several reasons not to title a vehicle in the name of a Trust. For example: -If your vehicle is involved in an accident and you get [...]

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By Bach, Jacobs & Byrne, P.A.
In Estate Planning, Probate
Posted February 5, 2019

Can I prevent my beneficiaries from knowing what other beneficiaries are receiving in my Will?

If a testator wants to distribute assets to multiple children in different amounts, he/she might want to prevent each beneficiary from knowing what the others are getting in order to mitigate [...]

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By Bach, Jacobs & Byrne, P.A.
In Elder Law, Medicaid Planning
Posted February 1, 2019

Medicaid Work Requirements Struck Down by Federal Judge

In June 2018, a federal judge blocked the Kentucky Medicaid plan which would have required many recipients to work or volunteer in order to stay covered. While the plan included exemptions for [...]

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