Charlotte, North Carolina Estate Planning Attorney » News and Current Events

A Great letter from the Presbyterian Buddy Kemp Cancer House

Sabrina Winters — Mon, 08 Mar 2010 03:14:27 +0000

I received a wonderful letter the other day from Marcia Lampert, the Director at the Presbyterian Buddy Kemp Caring House in Charlotte, North Carolina. The Cancer Center was referred to me by the North Carolina Bar to speak to their community regarding end of life planning.

It is hard to deal with our own incapacity and death when we are well, but there were many in the room battling cancer and truly needed for me to guide them in something they felt they had some form of control over. It was humbling for me to see people (there was standing room only!) who were exhausted from chemotherapy or in remission, but made it to a 6:30 p.m. event (to listen to me none the less!) because they knew how important it was. These people are no different than you and me, except that they have a sense of urgency because life has dealt them a challenge.

Read the full letter here along with other client and colleague testimonials.

Plan the future for your special needs child – NorthJersey.com

" estate planning" - Google News — Wed, 03 Mar 2010 07:16:31 +0000

Plan the future for your special needs child
NorthJersey.com
He is a parent of two children with special needs, works as a specialist with MetLife’s Division of Estate Planning for Special Kids, and co-founded with …

Aid and Attendance benefit for Wartime Veterans – most Veterans are unaware of this benefit

Sabrina Winters — Tue, 02 Mar 2010 22:25:21 +0000

I am proud to announce that the Firm of Sabrina Winters, Attorney at Law, PLLC is now assisting wartime veterans and surviving spouses of deceased wartime veterans in receiving a special monthly pension benefit called Aid an Attendance. This is not a new program. Too many veterans are unaware that they may be entitled to it.

The Aid and Attendance may be available to wartime veterans and surviving spouses who have in-home care or who live in nursing homes or assisted living facilities. This benefit allows many to enjoy a higher quality of life when their cared needs have increased. Benefits range from $1,056 to $2,540 per month.

The Veteran must meet both Asset and Income requirements according to the Veterans Administration Rules and Regulations. However, if the Veteran exceeds these limits, there are carefully structured trusts that can be used to allow him or her to become eligible.

I welcome Veterans who are residents of North Carolina as well as their family members to contact our office with any questions so that we many provide you with the information necessary to understand the VA benefit and the application process.

An Asset Protection Trust Could Offer Tiger Woods Valuable Asset Protection

Trusts EstatesProf — Tue, 02 Mar 2010 00:21:00 +0000

As Tiger Woods attempts to salvage his marriage, the Trust Advisor Blogs suggests that in the meantime he consider putting his assets into an asset protection trust. Because Tiger lives in Florida, a non-community property state, he could likely fund…

Americans Lack Basic Estate Plans – Forbes

" estate planning" - Google News — Mon, 01 Mar 2010 23:23:38 +0000

Americans Lack Basic Estate Plans
Forbes
Half of Americans don’t have any of the most basic estate planning documents, including a will, a living will and financial and medical powers of attorney, …

Estate planning: Do I need a will if I have a trust? – Lake County News

" estate planning" - Google News — Sat, 27 Feb 2010 08:25:23 +0000

Estate planning: Do I need a will if I have a trust?
Lake County News
M. tax studies), is a State Bar Certified Specialist in Estate Planning, Probate and Trust Law. His office is at 55 1st St., Lakeport, California. …

Another Estate Tax Bill Introduced in the House

Trusts EstatesProf — Fri, 13 Nov 2009 12:00:00 +0000

On Nov. 5, 2009, Representative Kenny Marchant (R-TX) introduced H.R. 4035, which would “amend the Internal Revenue Code of 1986 to allow the estate of a decedent to use the capital loss carryover of the decedent as a deduction against…

Review Your Estate Plan – Lincoln County Record

admin — Fri, 13 Nov 2009 08:09:39 +0000

Lincoln County Record

Review Your Estate Plan
Lincoln County Record
If you are not sure whether these or other events require updating your plan, call your Estate Planning attorney to discuss your situation. …

Health Savings Accounts: Basic Components and Estate Planning Issues

admin — Fri, 13 Nov 2009 07:00:00 +0000

John T. Bannen (partner, Quarles & Brady LLP) and Kristen A. Occhetti (associate, Quarles & Brady LLP) have published their article entitled Health Savings Accounts: The New Asset on the Estate Planners’ Checklist, Prob. and Prop., Nov./Dec. 2009, at 30….

Money Matters: What You May Overlook In Estate Planning – WMUR

" estate planning" - Google News — Thu, 12 Nov 2009 21:05:34 +0000

Money Matters: What You May Overlook In Estate Planning
WMUR
As Fran found out from her lawyer, beneficiary designations can be the trump card of estate planning. The ex-wife will receive the life insurance proceeds. …