Category Archives: Estates & Trusts

Update on 1st Party/Payback Special Needs Trusts

Nora Gieg Chatha spoke at the PBI Elder Law program in Harrisburg on July 20, …

Posted in Estates & Trusts, News |

National Health Care Decisions Day

National Health Care Decisions Day, for its 10th anniversary, is being “celebrated” all week – …

Posted in Blog, Estates & Trusts |

State Representative Dan Miller’s 4th Annual Disability and Mental Health Summit

Nora Gieg Chatha and Brittany Holzer will be speaking at State Representative Dan Miller’s 4th Annual …

Posted in Blog, Estates & Trusts |

Special Needs Fairness Act

On December 14, 2016, President Obama signed the Special Needs Trust Fairness Act into law …

Posted in Blog, Estates & Trusts |

CMS Final Rule Prohibiting Nursing Home Use of Arbitration Agreements Put On Hold

This morning, U.S. District Court Judge Michael P. Mills granted a preliminary injunction in the …

Posted in Blog, Estates & Trusts, Health Care Law, Long Term Care | Tagged , , , |

Update to the Pennsylvania ABLE Act

As originally referenced in a January 2015 blog post (Link to post), the Pennsylvania ABLE …

Posted in Blog, Estates & Trusts |

Proposed 2704 Regulations: Significant Impact on Valuation Discounts for Family Businesses

Background: On August 4, 2016, the Treasury Department and Internal Revenue Service issued proposed regulations …

Posted in Blog, Estates & Trusts |

Family Vacation Home Planning

Transferring a family vacation home to the next generation without causing family strife takes serious …

Posted in Blog, Estates & Trusts |

Fiduciary Alert: IRS Again Extends Time for Consistent Basis Reporting via Form 8971 until June 30, 2016

Effective March 23, 2016, the Treasury Department and Internal Revenue Service published Notice 2016-27, once …

Posted in Blog, Estates & Trusts |

Nora Gieg Chatha and Brittany R. Holzer to exhibit at State Representative Dan Miller’s Disability and Mental Health Summit

Nora Gieg Chatha and Brittany Holzer will be a part of the Support Services Resource …

Posted in Estates & Trusts, Health Care Law, Long Term Care, News |