Zach Bloxham, J.D.

Long-term care public benefits are often a loan, not a gift. And the strategies used to ensure immediate eligibility typically come with strings attached. These are realities nearly all clients are surprised to hear.

Do you find yourself starting estate planning documents from scratch for every new matter, playing catch-up with templates whenever the law changes, or waiting for slow client responses?

These hurdles, among others, can seriously delay the planning process, stealing countless hours and making your workflow more complicated than it needs to be.

In the past month, we have seen significant developments in estate planning, business law, elder law, and special needs planning. We have highlighted the most noteworthy developments to ensure you and your firm stay informed of any changes. From cases addressing whether a residence should be included in a decedent’s gross estate despite a qualified personal residence trust transfer, vacating the integration mandate provisions of a federal regulation, and ruling on the limited partner exception to self-employment tax, to a new California law imposing requirements on attorneys’ use of artificial intelligence (AI), read on to learn how these developments may impact your practice.