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Mar
Conduit Share versus Accumulation Share: Difficult Choices, Important Consequences
This article originally appeared in the May 2009 issue of Gray Matters (Section Vol. 13, No. 4), a publication of the North Carolina Bar Association Elder Law Section. Once a decision has been made to leave tax qualified assets such as IRAs, 401(k)s or other tax qualified accoun...
View MoreCategories: Elder Law Estate Planning
06
Mar
How to Protect Qualified Accounts from Creditors, Predators, Youth and Inexperience.
This article originally appeared in the May 2008 issue of The Will and the Way (Vol. 27, Iss. 3), a publication of the North Carolina Bar Association Estate Planning & Fiduciary Law Section. The Problem - and the OpportunityOn a regular basis, estate planning attorney...
View MoreCategories: Elder Law Estate Planning
