Written by Robert T. Nickerson In an era dominated by technological advancements, the landscape of estate planning has encountered a new challenge—one that strikes at the heart of familial bonds. Recent times have witnessed a surge in scammers utilizing artificial intelligence (AI) to replicate the voices of loved ones, exploiting the emotional vulnerabilities of unsuspecting…
Written by Robert T. Nickerson Estate planning is a crucial aspect of managing one’s wealth and assets, ensuring the smooth transition of resources to loved ones after one’s passing. In the case of iconic musicians Tina Turner and Ike Turner, their divergent estate plans and legacies offer valuable insights into the importance of careful planning…
Written by Jill Roamer J.D. A pooled trust is also known as a d4C trust because it is authorized by US Code 1396p(d)(4)(C). It is established and managed by a non-profit organization and is funded by the individual with special needs, for that individual’s sole benefit. An individual’s pooled trust is a subaccount within a…
Written by Jill Roamer J.D. CIPP/U In recent years, there have been technological breakthroughs to help folks with disabilities—robotic limbs, telepresence robots, and platforms to assist with communication. These new technologies give some the ability to be more independent and lead more fulfilling lives. Now, there is a new wheelchair that can be controlled by…
Written by Robert T. Nickerson Did you know that ChatGPT has been able to pass the Bar now? For those that have been playing around with the popular A.I., people have been using it for a lot of things such as responding to texts, writing stories on whatever people want and even writing essays for…
* The following is an article that was written by ChatGPT. Changes were made by the web site administrator to better reflect accuracy Brian Wilson, the legendary musician and songwriter behind the Beach Boys, had been in a long-standing legal battle over his conservatorship. A conservatorship is a legal arrangement in which a court-appointed guardian…
By Jill Roamer, J.D. President Biden announced that the official Public Health Emergency (PHE) caused by COVID-19 will end on May 11, 2023. What are the ramifications of this change for seniors and those with Special Needs? Does this apply to Special Needs Planning and what ever documents have been set by them? 1. Return…
The Covid-19 Pandemic made everything topsy-turvy. Businesses shut down, supplies were sometimes scarce, and families were distanced. It seemed like the coronavirus could be a legitimate excuse for the failure to get almost anything done in a timely manner. But what if this were the cited reason for causing planning delays in a Medicaid eligibility…
Written by Jill Roamer J.D., CIP Donald and Marjorie were married in 1997. Each of them had two adult children upon entering the marriage–Donald’s kids were Kathy and Ray; Marjorie’s kids were Julie and Colleen. Donald and Marjorie created a revocable living trust together. At first death, the trust remained revocable as to the survivor….
Written by Jill Roamer, J.D. CIPP/US California Probate Code 850 is infamously known throughout the state as the basis for a Heggstad Petition, named after the landmark case, Estate of Heggstad. In this case, the Grantor of a revocable living trust had transferred trust property back into his personal name for refinancing purposes. The Grantor died…