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HTMLHow Your IRA Can Benefit Both Your Heirs and Charity
Dana B. Perry; Chambliss, Bahner & Stophel, P.C.;
Legal Alert/Article
February 1, 2016, previously published on January 2016
Do you want to use your IRA to help a charity, but also benefit your heirs? Instead of leaving your IRA directly to your children, you can leave it to a charitable remainder unitrust (CRUT) while still benefiting your children. With rules about inherited IRAs potentially in flux, this may be an...

 

HTMLShould an Annuity Be Part of Your Retirement Planning? 
Dana B. Perry; Chambliss, Bahner & Stophel, P.C.;
Legal Alert/Article
February 1, 2016, previously published on January 2016
Annuities can be valuable retirement and longevity planning tools, but they are complex financial products that can be misused. There are two kinds of annuities: variable and immediate. Variable annuities have gotten a bad reputation in recent years because they are often sold to people, especially...

 

HTMLThe Holiday Season Is Upon Us, And It Is Time To Perform Year-End Maintenance On Permanent Total Disability Cases
Joe G. Durrett; McConnaughhay, Duffy, Coonrod, Pope, Weaver, Stern & Thomas P.A.;
Legal Alert/Article
December 10, 2015, previously published on December 4, 2015
Sometimes it is easy to neglect cases involving claimants who have been receiving permanent total disability benefits for long periods of time. The claims are placed on automatic pay status and forgotten. However, they should be evaluated at least on an annual basis. The worst-case scenario would...

 

HTMLNew Rules Will Make It Harder to Qualify for Long-Term Care Help From the VA
Chambliss Bahner Stophel P.C.;
Legal Alert/Article
November 17, 2015, previously published on November 16, 2015
The Veteran's Administration (VA) offers a pension benefit to low-income veterans (or their spouses) who are in nursing homes or who need help at home with everyday tasks like dressing or bathing. The pension, called Aid and Attendance, is currently underused, but impending regulations will soon...

 

HTMLColorado Companions for Elderly Entitled to Overtime Pay
Peter F. Munger; Jackson Lewis P.C.;
Legal Alert/Article
October 12, 2015, previously published on October 1, 2015
The minimum wage and overtime pay rules in Colorado’s Minimum Wage Order (MWO) apply to companions for the elderly or infirm who work for third-party employers, a federal judge in Colorado has ruled. Kennett v. Bayada Home Health Care, Inc., 14-cv-2005-CMA-MJW (D. Colo. Sept. 24, 2015).

 

HTMLOFCCP Issues Infographics on Jurisdictional Thresholds and Protected Veteran Status
Christopher J. Near; Ogletree, Deakins, Nash, Smoak & Stewart, P.C.;
Legal Alert/Article
October 6, 2015, previously published on September 30, 2015
The Office of Federal Contract Compliance Programs (OFCCP) recently added two infographics to the collection of federal contractor resources available on its website. These new resources concerning jurisdictional thresholds and protected veteran status are being offered as part of OFCCP’s...

 

HTMLLetter to the Independent School Council Relating to the Public Benefit of Schools
Alison Paines, Chris Priestley; Withers Bergman LLP;
Legal Alert/Article
September 24, 2015, previously published on September 18, 2015
The Charity Commission has published a letter which it has sent to the Independent School Council relating to public benefit issues raised by peers in the debates on the Charities (Protection and Social Investment) Bill (the 'Bill'). In particular, the letter addresses the point raised by Lord...

 

HTMLNew ALF Rules May Be Coming Soon
Geoffrey D. Smith; Smith & Associates;
Legal Alert/Article
August 13, 2015, previously published on July 7, 2015
The Department of Elder Affairs is holding a public workshop to consider new regulations that may have a significant impact on Florida assisted living facilities (“ALFs”). Significant changes being discussed at the workshop include changes to record keeping requirements, staff...

 

HTMLA Short Primer on SSI Income Rules
Dana B. Perry; Chambliss, Bahner & Stophel, P.C.;
Legal Alert/Article
August 11, 2015, previously published on August 2015
The rules for how income will reduce a Supplemental Security Income (SSI) beneficiary's monthly benefit can be very confusing. Here is a quick look at how the Social Security Administration (SSA) treats an SSI beneficiary's income.

 

HTMLHow Do an Estate's Debts Get Paid?
Dana B. Perry; Chambliss, Bahner & Stophel, P.C.;
Legal Alert/Article
July 13, 2015, previously published on July 2015
An executor is the person responsible for managing the administration of a deceased person's estate. One of the executor's main jobs is to pay people or institutions to whom the estate owes money -- the estate's creditors. This can be an overwhelming task, especially when dealing with the death of...

 


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