Court Terminates Irrevocable Trust when Circumstances Change
By Doug Chalgian on July 16, 2022
Talonda was injured in a car accident as a child. An irrevocable Medicaid payback trust (aka “d4A Trust”) was established to hold the funds recovered from a personal...
Judge Rips Lawyers and Gets Reversed (but not removed)
By Doug Chalgian on February 26, 2022
There probably are some legal points to glean from this unpublished opinion, like maybe it’s not ok for a probate judge to disband a trust out of...
ILIT Survives Termination Attempt
By Doug Chalgian on May 17, 2020
[This post involves tax planning concepts and jargon. Some readers might benefit from a refresher on these topics before diving in. I’ve attempted to provide that refresher at...
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