Dementia

Client, a 78 year old widow in the early stages of experiencing dementia, creates an irrevocable trust which gives her the right to occupy her homestead which was deeded into the trust. Her goal was to save her homestead (or the proceeds therefrom if sold...

On December 31, 2018, the President signed a bill (the “BOLD” Infrastructure for Alzheimer’s Act”) to amend existing law to increase funding by $100 million (see below) for the establishment or support of regional centers to address Alzheimer’s Disease and related dementia by: Advancing awareness of...

The following case is an example of how an entire estate was preserved for the benefit of an ill spouse and then for the children after her passing. The planning was done years ago, but the total savings were realized as of the date of...

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