After eight years of litigation, I recently settled a case, In Re: Betty J. Fiedler, Nos. 2264 MDA 2013 and 35 MDA 2014 (Pa. Super.), involving gifting by an agent under a durable power of attorney. The case is illustrative Read More …
Tag: gifting
Gifting as Part of Estate Planning
Often times I get inquiries about the ramifications of making gifts as part of the estate planning process. There are a number of issues to consider before gifting should be done, including tax, Medicaid eligibility, control of assets and the nature of the assets Read More …