Newsletters

• FOR SENIORS AND THOSE WHO LOVE THEM Special Report:How to Be a Great Client... Click here to read more!
  
• PROTECT FAMILY ASSETS WITH A PROMISSORY NOTE: The Deficit Reduction Act (DRA), which took effect on February 8, 2006, eliminated many of the asset protection strategies available under prior law... Click here to read more!
• PROTECT FAMILY ASSETS WITH REVERSE HALF A LOAF: Under the "half a loaf" strategy, we would counsel a Medicaid applicant to give away approximately half of his or her assets... Click here to read more!
• SPECIAL EDITION, TRUST ADMINISTRATION: PERMISSIBLE DISTRIBUTIONS: Any person or institution serving as Trustee of a self-settled (d)(4)(A) trust(also referred to as a supplemental or special needs trust) must develop expertise regarding the rules of public benefit programs... Click here to read more!
• WINTER 2006, VOLUME 5, NUMBER 1: When doing your estate planning, consider a special needs trust if one of your potential beneficiaries is entitled to government benefits such as SSI or Medicaid... Click here to read more!
• AUTUMN 2005, VOLUME 5, NUMBER 2: One thing you can do to save estate taxes, whether you are married or single, is start giving away some of your assets now to the people or organizations who will eventually receive them after you die... Click here to read more!
• AUTUMN 2004, VOLUME 2, NUMBER 1: Its hard to believe that another year has gone by! During the holiday season, we hopefully spend extra time with our loved ones and count the blessings that have been bestowed upon us... Click here to read more!
• SUMMER 2004, VOLUME 4, NUMBER 1: Many of our clients ask us about the use of Custodial Accounts under the Uniform Gifts to Minors Act (UGMA). Please call me for our most recent article which describes how these accounts work and compares them with the use of Gift Trusts... Click here to read more!
• SPRING 2004, VOLUME 4, NUMBER 1: Although few Americans can be considered super wealthy, the estate planning techniques used by high-net-worth individuals apply to those of us with somewhat less stratospheric bank balances... Click here to read more!
• WINTER 2003, NUMBER 2: Many people dont realize that IRAs, 401(k)s, brokerage and bank accounts, life insurance, annuities, and other assets often pass directly to the beneficiary named on the account, bypassing the will or living trust... Click here to read more!
• On April 14, 2003: the privacy provisions of the Health Insurance Portability and Accountability Act of 1996, Pub. L. 104-191, 45 CFR §§ 160–164, affectionately dubbed HIPAA, went into effect. Click here to read more!

For more information or to schedule a consultation, contact a New Jersey Accredited Estate Planner at Sharp Bratton in Haddon Heights, Lawrenceville and Linwood.