Month: April 2007
NC Medicaid Changes Delayed – Again
I previously reported briefly on the Medicaid changes required by the Deficit Reduction Act of 2005. The effective date in North Carolina has been…
Educate Yourself to Help Avoid Living Trust Scams
This article on the website of the National Consumer Law Center provides a glossary of living trust related terms, description of common scams, educational resources, and…
Massachusetts Estate Planning and Elder Law
http://www.lhamillattorney.typepad.com/…
(New) Jersey Estate Planning Blog
http://www.jerseyestateplanning.com/…
IRA Expert Ed Slott Recommends Standalone IRA Trusts
I recently attended a two day seminar by nationally recognized IRA expert Ed Slott, CPA. If the protection of a trust for IRA beneficiaries…
New PLR on See-Through Trust and Life Expectancy for IRA Distributions
Robert Keebler, CPA, MST reports on Private Letter Ruling 200708084: Designated Beneficiaries of See-Through-Trusts and the Life Expectancy used to Determine the Payout…
2007 NC Tax Deduction for 529 Plan Contributions
In 2007, qualified North Carolina taxpayers may deduct contributions to North Carolina’s 529 College Savings Plan up to $2,500 for individuals and…
NC Attorney Rick Graves Found Not Guilty of Tax Fraud
In an October 2006 posting, I reported that North Carolina attorney Rick Graves was indicated for tax fraud. I am pleased to…
