2021 Other Articles by Firm Members

“Why It Still Makes Sense to Pay Inherited IRAs to a Trust Even After the Passage of the SECURE Act” – Written by Robert K. Schweitzer, CELA

“Funding a Special Needs Trust with Real Estate” – Written by Jennifer Rose, CELA

“The Pop Culture CELA: “Doctor Sleep” – Written by Colin A. Morgan CELA & Susan Cardello, LSW

“Preserving Your Assets While Qualifying for Medicaid Benefits” – Written by Karen S. Timko, CELA

The Pop Culture CELA: “WandaVision” – Written by Colin Adair Morgan, CELA

Inheritance with Guardrails: The Benefits of a Bloodline Trust – Written by Matthew T. Kikta, CELA

What Do I Do Next? – Written by Frank A. Petrich, CFP, CELA, Of Counsel

Center for Medicare and Medicaid Services Update Nursing Home Visitation Guidelines – Written by Robert K. Schweitzer, CELA

The Pop Culture CELA: “I Care A Lot” – Written by Colin Adair Morgan, CELA

Does Your Estate Plan Address the Requirements of the New PA Law Controlling Access to Digital Assets? – Written by Karen S. Timko, CELA

Can’t I Just Use a Transfer of Death (TOD) Designation on my Investments Instead of a Trust (or Will)? – Written by Julian E. Gray, CELA

Becoming a Compassionate Caregiver During the (COVID-19) Pandemic – Written by Jennifer Rose, CELA

Understanding Pennsylvania Inheritance Tax – Part 2 – Written by Matthew T. Kikta, CELA