| Autore |
Morgan Rebecca C. Morgan
|
| Edizione | [1st ed.] |
| Pubbl/distr/stampa |
La Vergne : , : American Bar Association, , 2023
|
| Descrizione fisica |
1 online resource (297 pages)
|
| Altri autori (Persone) |
FlemingRobert B
PolandBryn
|
| Soggetto topico |
Estate planning
Living trusts
|
| ISBN |
9781639052691
1639052690
|
| Formato |
Materiale a stampa  |
| Livello bibliografico |
Monografia |
| Lingua di pubblicazione |
eng
|
| Nota di contenuto |
Cover -- Title Page -- Copyright -- Contents -- Acknowledgments -- About the Authors -- CHAPTER 1 Introduction of Planning for Special Needs with Trusts -- I. Demographics -- A. The Costs of Long-Term Care -- B. Why Plan to Become Eligible for Public Benefits? -- II. History of Trust Planning -- A. Early Trust Practice (No Holds Barred) -- B. MQT -- C. OBRA ’93 -- D. Medicaid Trusts -- III. Distinctions between Self-Settled and Third-Party Trusts -- A. When Can a Self-Settled Trust Actually Be a Third-Party Trust? -- IV. Examples of Various Public Benefits Programs -- V. SNT Requirements Summary -- VI. Vocabulary -- CHAPTER 2 Ethical Issues and Fiduciary Representation -- I. Introduction -- II. Who Is the Client? -- A. First-Party Trusts: Is the Question, “Who Is the Client?” More Complicated? -- B. Third-Party SNTs: Is the Question, “Who Is the Client?” Easier to Answer? -- III. When an Attorney Represents the Trustee: The Ethical Issues -- IV. When the Attorney Is the Trustee (or Other Fiduciary) -- V. Does the Attorney for the Trustee Have Any Duty or Liability to the Trust Beneficiary? -- VI. Ability to Share Information with Nonclient Beneficiary -- A. What about Privileged Information? Is That Protected from Disclosure?
|
| Record Nr. | UNINA-9910984498703321 |
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Make your own living trust
