Category Archives: Estates & Trusts

On Again / Off Again – Estate Tax Repeal Efforts

The Senate version of the Tax Cuts and Jobs Act includes the House Bill’s increases …

Posted in Blog, Estates & Trusts, Tax |

Proposed 2017 Tax Act Revealed – Death Tax Repeal Included

A summary of the proposed Tax Cuts and Jobs Act was released this morning (11/2/17) …

Posted in Blog, Estates & Trusts, Investment Management & Fiduciary Services |

Amount PA Employer Can Pay to Surviving Family Increases to $10,000

An employer can now pay up to $10,000 of wages, salary, and employee benefits due …

Posted in Blog, Estates & Trusts |

Unified Credit for Estates & Annual Exclusions for Gifts Increased for 2018

The IRS announced that the Unified Credit for Estates and Annual Exclusion for Gifts will …

Posted in Blog, 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 |