(Due to Copyright Restrictions, LISI is not able to provide Reprints of these articles)
Better Late than Never: Incorporating LLCs into Section 4943
Elaine Waterhouse Wilson - Akron Law Review
Testamentary Conditions In Restraint Of The Marriage Of Homosexual Donees.
Emalee Popoff - Drexel Law Review
Article: Spousal Trusts After ATRA: Specialized Uses and Risks
Martin A. Goldberg - Quinnipiac Probate Law Journal
Strengthening Charity Law: Replacing Media Oversight with Advance Rulings for Nonprofit Fiduciaries
Linda Sugin - Tulane Law Review
What Every Estate Planner Should Know About Undue Influence: Recognizing It, Insulating/Planning Against It … and Litigating It
Sandra D. Glazier,Thomas M. Dixon and Thomas F. Sweeney - Tax Management Memorandum
Special Report: Summaries from the 2015 Heckerling Institute -- 1/05/2015
Clark Decision Complicates Planning for IRA Owners -- 6/12/2014
Quick Take: Recent Cases Allow Probate of Electronic Wills -- 2/14/2014
Special Report: Summaries from the 2014 Heckerling Institute -- 1/10/2014
Does Portability Create a Property Interest? -- 12/09/2013
The Continuing Retirement Savings Crisis -- National Institute on Retirement Security
This report, an update of a previous NIRS report published in 2013, examines the readiness of working-age households, based primarily on an analysis of the 2013 Survey of Consumer Finances (SCF) from the U.S. Federal Reserve. The study analyzes workplace retirement plan coverage, retirement account ownership, and household retirement savings as a percentage of income, and estimates the share of working families that meet financial industry recommended benchmarks for retirement savings.
A Look at the End-of-Life Financial Situation in America -- EBRI
This report takes a comprehensive look at the financial situation of older Americans at the end of their lives.
In particular, it documents the percentage of households with a member who recently died with few or no assets. It also documents the income, debt, home-ownership rates, net home equity, and dependency on Social Security for households that experienced a recent death.
My Retirement Paycheck -- National Endowment for Financial Education
This website offers eight icons on which the user clicks to learn more about the topic. The 8 topics include home & mortgage, insurance, retirement plans, savings & investments, debt, fraud, work and Social Security. Each topic offers information in an easy to understand format and links for additional readings.
ADVANCE DIRECTIVES: Information on Federal Oversight, Provider Implementation, and Prevalence
Report of the U.S. Government Accountability Office (GAO), April, 2015 examines (1) how CMS oversees providers’ implementation of the PSDA requirement; (2) what is known about the approaches providers use and challenges they face to inform individuals about advance directives; and (3) what is known about the prevalence of advance directives and how it varies across provider types and individuals’ demographic characteristics.
Safeguarding Nursing Home Residents & Program Integrity A National Review of State Survey Agency Per
A report of the Long Term Care Community Coalition looks at several topics, including resident harm, inappropriate use of antipsychotic drugs , staffing and treatment of pressure ulcers.