Douglas Kaune, Esquire Attends 11th Annual Pennsylvania (PA) Elder Law and Estate Planning Symposium. It is great to get an update regarding the law changes, new cases and politics that shape Elder Law, Estate Planning, Trust Planning and Probate. Here is a link to this Pennsylvania Bar Institute (PBI) course and the interesting topics covered. I will be providing much of the interesting information in upcoming Unruh, Turner, Burke & Frees Estate and Elder Law Blog postings.
Stay tuned for updated information on the following topics and more: 1. How to make sure joint accounts actually pass to the person you intend. 2. How to insure the tax clause in your last will actually confers tax liability on the correct beneficiary or your estate. 3. How to make use of annuities to protect assets in Medicaid and Nursing Home Planning. 4. How to take advantage of the Medicaid Gifting exceptions to allow assets to pass to certain loved ones and family members. 5. How to properly plan your estate in a second marriage or where there are children from different relationships. 6. Is a Special Needs Trust right for you or for a member of family, if so how can we make sure it properly protects assets and government benefits?
Please feel free to contact Douglas L. Kaune, Esq. any time at 610-933-8069 or dkaune@utbf.com to discuss your particular Estate Planning, Probate, Trust, Asset Protection or Elder law case to determine the appropriate steps for you and your family.
