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The path to the future can sometimes be complicated. Medicaid rules are changing. After years of following the federal tax, states are decoupling their estate taxes. And some people want to freeze themselves for later revival by yet-to-be-developed medical technology.
• How to Take It With You In traditional estate planning, death was always the end for the client, and the money went to the heirs. But a new use of estate planning, combined with advancing technology, means that, perhaps now, some dying clients really can take their wealth with them. • Trustworthy Insurance? The Chawla decision in the 4th Circuit highlights a concern of many estate-planning attorneys about how many state laws, whether in statutes or case law, do not include a trust as an entity that has an insurable interest in the insured’s life. • Estate Taxes Gone Local For those who reside or own real estate in Maryland or the District of Columbia, changes in local estate taxes have added complexity and potentially greater taxes. This article explains these changes and reviews a few important rules to consider for planning. • New Rules, Tough Results The Deficit Reduction Act of 2005 is the most significant change in federal Medicaid eligibility rules in 13 years. Lawyers ought to be aware of these changes and the consequences for clients (and for parents or other elderly relatives) if appropriate planning measures are not taken.

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