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  ALI-ABA Estate Planning Course Materials Journal
  Volume 13, Number 1, February 2007
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  • Business Imperatives And Fiduciary Duty
        Melanie B. Leslie
        p.5                                                                                          +cite        
        Institutional trustees can maximize profits by investing trust assets in related companies, earning both trustee commissions and other fees, such as those related to the management and sale of the investment. This development directly conflicts with the trustee's duty of loyalty.
  • Treatment Of Annuities Under The Deficit Reduction Act Of 2005
        Harry S. Margolis
        p.17                                                                                        +cite        
        The Deficit Reduction Act of 2005 (the "DRA") changes the rules under which immediate annuities may be used.
  • Housing Options For The Older Client
        Lawrence A. Frolik
        p.23                                                                                        +cite        
        Successfully adapting current housing to the requirement of someone who needs or may need long-term care requires desire, imagination, and money.
  • Effective Planning For Health Care Decision Making (With Sample Provisions)
        Charles P. Sabatino
        p.33                                                                                        +cite        
        Many of the problems in this area come from the fact that lawyers do not often question their clients closely enough about the clients' true desires.
  • Long Term Care Insurance And The Elder Law Practice (With Questionnaires For Clients And Fiduciaries)
        Cynthia L Barrett
        p.51                                                                                        +cite        
        Why and how can the elder law attorney efficiently deal with long term care insurance?