Article on ATRA and its Effects on Elder Law

Robert L. Moshman (Attorney, New York and New Jersey) recently published his article entitled, Elder Law Planning After ATRA, An Interview with Bernard A. Krooks ,The Estate Analyst (Feb. 2013). As its title suggests, the aritcle focuses on the recent changes in tax law and the effect that it will likely have on elder law planning. An excerpt from the article is below:

The arrival of ATRA represents an official new non-transfer tax paradigm in which planning is focused on capital gains, asset protection, state tax issues, income taxation, and Medicaid planning. All of these areas fall under the elder law umbrella.

Elder law has unique rules, and planners must also be cognizant of the new ATRA context. Most fortuitously, one of the nation’s foremost elder law practitioners has come to our assistance. Let’s review the new planning dimensions with attorney Bernard A. Krooks.