Search for: "davidowlaw.com"
Results 221 - 240
of 240
Sorted by Relevance
|
Sort by Date
20 Jan 2025, 9:46 am
January 16, 2025 • Volume 6 Issue 314 A follow-up question on who can be a trustee of a Special Needs Trust…read on: CLIENT QUESTION: I think you may need to expand on the response you gave in the January 14th, Volume 6, Issue 313, Listen to Lawrence Letter. [read post]
1 Nov 2024, 12:30 pm
October 24, 2024 • Volume 5 Issue 290 From time to time I think it’s important to share articles from the Special Needs Alliance. [read post]
7 Sep 2023, 9:59 am
September 5, 2023 • Volume 4 Issue 170 All contingencies must be addressed…read on: CLIENT QUESTION: My wife and I have a Will through your office as to what we want to be done if one of us dies. [read post]
20 Mar 2024, 10:00 am
March 12, 2024 • Volume 5 Issue 224 LET’S DO THIS AGAIN. [read post]
27 Aug 2024, 8:25 am
August 15, 2024 • Volume 5 Issue 270 The trustee may have to keep their day job…read on: CLIENT QUESTION: Is it not expected that the trust fund will have to pay a trustee to fill the role, and to do so annually? [read post]
25 Oct 2023, 10:01 am
October 12, 2023 • Volume 4 Issue 181 Damn, those timeshares… CLIENT QUESTION: Hello Lawrence, While residing in New York, my husband (deceased) and I purchased a timeshare in 1995 which our two children (domiciled in PA) do not want to own after my death. [read post]
15 Dec 2023, 11:00 am
December 14, 2023 • Volume 4 Issue 199 We’re planning for next year… Hopefully, by now, most of you know that we hold monthly seminars in our conference room. [read post]
27 Aug 2024, 8:27 am
August 22, 2024 • Volume 5 Issue 272 A rose by any other name is still a rose…read on: CLIENT QUESTION: Hi. [read post]
8 Aug 2024, 10:14 am
August 8, 2024 • Volume 5 Issue 268 Worth repeating…Read on: CLIENT QUESTION: In an irrevocable Medicaid trust should the grantor or trustee pay the carrying costs of a residence and can the grantor make capital improvements to the residence? [read post]
2 Feb 2024, 8:45 am
February 1, 2024 • Volume 5 Issue 213 Here’s another article from the Special Needs Alliance (SNA) that is definitely worth sharing. [read post]
19 Jun 2023, 10:18 am
June 15, 2023 • Volume 4 Issue 147 Feel free to move around… CLIENT QUESTION: Hi Mr. [read post]
25 Oct 2023, 10:17 am
October 24, 2023 • Volume 4 Issue 184 Don’t listen to your friends, LISTEN TO LAWRENCE….read on: CLIENT QUESTION: My home is in an Irrevocable Trust set up 7 years ago through your office. [read post]
12 Jun 2023, 11:10 am
March 23, 2023 • Volume 4 Issue 125 Today we are discussing a follow-up question from my last LISTEN TO LAWRENCE LETTER. [read post]
12 Jun 2023, 11:02 am
April 18, 2023 • Volume 4 Issue 130 As you know, from time to time I like to share relevant articles from the website of the Special Needs Alliance (SNA) which is an organization I’m proud to be associated with as a member and co-founder. [read post]
18 Aug 2023, 11:01 am
August 15, 2023 • Volume 4 Issue 164 Some of the most commonly asked questions I receive have to do with trusts and taxes. [read post]
8 Aug 2024, 8:58 am
August 6, 2024 • Volume 5 Issue 267 Here’s another informative article from the Special Needs Alliance (SNA) explaining when and how a Special Needs Trust should be funded. [read post]
25 Oct 2023, 10:06 am
October 17, 2023 • Volume 4 Issue 182 Questions after the sale? [read post]
20 Sep 2023, 12:42 pm
September 21, 2023 • Volume 4 Issue 175 Trusts have some limitations….read on. [read post]
25 Aug 2023, 10:53 am
August 22, 2023 • Volume 4 Issue 166 Well, you can’t get blood out of a stone… CLIENT QUESTION: If I put my house, and only my house in an irrevocable trust without any other funds, upon my passing how would the trustee pay for any expenses that may arise […] The post The Listen to Lawrence Letter: If I put my house in an irrevocable trust, upon my passing how would the trustee pay for any expenses? [read post]
20 Sep 2023, 12:40 pm
September 19, 2023 • Volume 4 Issue 174 Retirement plans and Medicaid are tricky….read on. [read post]
