By Fran-Marie Silveri, JD

As estate planning attorneys, our paramount responsibility is to guide clients through the intricate terrain of planning for incapacity and death. Client representation always poses specific ethical and practical challenges, such as properly addressing their goals and needs, checking for conflicts of interest, and maintaining confidentiality (or using confidentiality waivers where appropriate). When it comes to representing married couples jointly, the considerations and complexities multiply, necessitating a more nuanced approach that addresses both individual and joint interests. This article delves into some of the issues to consider throughout all phases of the relationship when representing married clients.

From the Internal Revenue Service’s (IRS’s) release of 2025 tax inflation adjustments to approaching Corporate Transparency Act (CTA) deadlines and a new Centers for Medicare & Medicaid Services (CMS) final rule establishing an appeals process for Medicare beneficiaries, we have recently seen significant legal developments.

To ensure that you stay abreast of these changes, we have highlighted some noteworthy developments and analyzed how they may impact your estate planning, elder and special needs law, and business law practices.

By Zach Bloxham, JD

Assisting Veterans and their spouses in planning for long-term care is one of the most professionally rewarding and emotionally satisfying experiences the practice of law can provide. This article introduces the five tests a claimant must meet to attain VA eligibility.