(Due to Copyright Restrictions, LISI is not able to provide Reprints of these articles)
A Simplified Verifiable Gift Tax
Wendy C. Gerzog - SSRN
Usefully Modifying a QTIP Trust May Be Very Possible
Howard A. Zaritsky - Estate Planning
Income Tax Planning for Clients With Short Life Expectancies
John J. Scroggin - Estate Planning
Tax-Advantaged Year-End Charitable Planning Strategies
Laura J. Malone - Estate Planning
Repairing Broken Trusts and Other Fallen Estate Plans
Richard E. Barnes - Estate Planning
Clark Decision Complicates Planning for IRA Owners -- 6/12/2014
Quick Take: Recent Cases Allow Probate of Electronic Wills -- 2/14/2014
Special Report: Summaries from the 2014 Heckerling Institute -- 1/10/2014
Does Portability Create a Property Interest? -- 12/09/2013
Language for Granting Control of Digital Assets -- 08/18/2013
Longevity Insurance in DC Plans: Paving the Way for QLACs -- Aon
A Roadmap to the 2014 Regulations on Qualifying Longevity Annuity Contracts and Plan Sponsor Considerations. October 2014.
Medicare & You 2015
The official government guide to Medicare services, published by the Centers for Medicare and Medicaid Services. Updated for 2015.
Fast Facts & Figures About Social Security 2014
This publication answers the most frequently asked questions about the programs administered by the Social Security Administration (SSA).
Managing Someone Else's Money: Help for Agents Under a Power of Attorney
This publication from the Consumer Financial Protection Bureau is directed to the nonprofessional who is acting for another under a durable power of attorney.
Nursing Home Report Cards --Families for Better Care
Families for Better Care published its second annual state-by-state nursing home report card and found that Texas is America's worst nursing home state (again) while Rhode Island grabbed the top spot.