Q: My brother met with an elder law attorney who is preparing documents and helping with estate planning. My brother has special needs and is disabled. The elder law attorney stated that the special needs pooled trust may be eliminated and discussed other options, but not clear on what the future holds.

BING NEWS:
  • SENIOR Q&A:Special needs pooled trust, new nursing home regulations
    My brother has special ... at home or in an Assisted Living. In the proposed regulation people with a disability under age 65 can transfer assets to a pooled trust but 65 and older may no longer be able to transfer assets. Q: My father is in a nursing ...
    04/30/2017 - 1:00 pm | View Link
  • SENIOR Q&A: Special needs pooled trust, new nursing home regulations
    My brother has special ... home or in an assisted living facility. In the proposed regulation people with a disability under age 65 can transfer assets to a pooled trust, but 65 and older may no longer be able to transfer assets. Q: My father is in a ...
    01/2/2017 - 8:22 pm | View Link
  • SENIOR Q&A: Special needs pooled trust, new nursing home regulations
    Q: My brother met with an elder law attorney who is preparing documents and helping with estate planning. My brother has special needs and is disabled. The elder law attorney stated that the special needs pooled trust may be eliminated and discussed other ...
    01/2/2017 - 8:22 pm | View Link
  • SENIOR Q&A: Special needs pooled trust, new nursing home regulations
    My brother has special ... home or in an assisted living facility. In the proposed regulation people with a disability under age 65 can transfer assets to a pooled trust, but 65 and older may no longer be able to transfer assets. Q: My father is in a ...
    01/2/2017 - 8:22 pm | View Link
  • FCA Issues Consultation Paper on Proposed Changes to the Senior Managers and Certification Regime
    The FCA has launched a consultation paper setting out a number of technical rule changes to the Senior Managers and Certification Regime (SM&CR). The changes are being made as a result of HM Treasury’s announcement in October 2015 that it would be ...
    01/18/2016 - 11:00 am | View Link
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