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The Special Needs Trust Fairness Act

The Special Needs Trust Fairness Act

Congress finally passed the Special Needs Trust Fairness Act and the President signed it into law on December 13, 2016. The most important part of the bill is that it allows individuals with disabilities, who have capacity, to create their own Special...

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Keeping Your Advance Directive for Health Care Handy

Keeping Your Advance Directive for Health Care Handy

An essential part of your estate plan is an Advance Directive for Health Care (Advance Directive) yet clients rarely have them available when needed – like going to the emergency room (ER). As elder law and estate planning attorneys, we advise clients to...

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DO YOU OWN PROPERTY WITH OTHERS IN ALABAMA?

DO YOU OWN PROPERTY WITH OTHERS IN ALABAMA?

A relatively new Alabama law prevents the involuntary loss of real property inherited with other family members.  In order for the law to apply at least 20% of the owners must be relatives or must have acquired the land through a relative. Typically, if...

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Alabama’s New Limited Liability Company Act of 2014

Alabama’s New Limited Liability Company Act of 2014

On January 1, 2015, the new Alabama Limited Liability Company Act of 2014 (the “2014 Act”) will go into effect. Some of the more important changes we can expect to see from the 2014 Act are as follows: Oral Operating Agreements. What has been known as...

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The STAR ID Program

The STAR ID Program

What Is It? STAR ID is a program approved by Congress geared to help fight terrorism and reduce fraud throughout the country by improving the security of state-issued driver licenses and identification cards through their authentication and issuance...

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When is an IRA Distribution Non-Taxable?

When is an IRA Distribution Non-Taxable?

The answer is: when the taxpayer is represented by counsel. Well perhaps there is a little more to the answer than that, but it is a good starting point. The Eighth Circuit Court of Appeals recently reversed a U. S. Tax Court decision in which the taxpayer...

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