Honoring Our Founder, Jack Moertl

February 12, 2019 by MWC

As Moertl, Wilkins & Campbell, S.C.

Advantages of Holding Income-Producing Real Estate in a Limited Liability Company

November 05, 2018 by Stephen A. Lasky

Do you own or are you thinking about purchasing rental or other income-producing real estate?  If so, holding title to such real estate through a limited liability company (LLC) can offer asset protection and tax efficiency advantages that might not othe

Dealing With Death

September 17, 2018 by Elizabeth Ruthmansdorfer

This is a post more to the other professionals who deal with death and dying in a professional setting than to my current or potential clients.  I have been practicing for 15 years as an attorney and have had many, many clients pass away.  Death still hits me hard.  I very rarely cry anymore when

Your Operating or Partnership Agreement and the New Audit Rules

July 11, 2018 by Stephen A. Lasky

The changes to the federal tax laws enacted in early 2018 provide for increased auditing of tax returns filed by partnerships and limited liability companies taxed as partnerships.  These changes are designed to increase the number of IRS audits of tax returns filed by these entities in an effort

Medicaid and Pooled Trusts

June 25, 2018 by John Zabkowicz

One of the most overlooked Medicaid planning tools when spending down assets for Medicaid eligibility is the pooled Trust.  What exactly is a pooled Trust?  A pooled Trust is a Trust for a disabled person as determined by SSI rules.

Title 19 and the Medicaid Trust

June 11, 2018 by Terry Campbell

There are many different types of trusts.  In the 90s, we prepared many trusts to avoid estate taxes (not an issue with most folks today).  In many cases, trusts are prepared to enable individuals to avoid probate, protect the needs of minor children or protect beneficiaries who may have disabili

Title 19 – The Nursing Home Scare

June 04, 2018 by Terry Campbell

In 1960 a woman living in the United States had a life expectancy of 73 years.  In 2017, that life expectancy was 81 years.  However, we all know many individuals who are living well into their 90s.

Procrastination Planning and Title 19

May 29, 2018 by Terry Campbell


Title 19 and IRAs

May 21, 2018 by Terry Campbell

What happens if your spouse enters a nursing home?  What assets are protected for you?  Will you still be able to afford to live independently?

Medicaid Protective Trust

January 16, 2018 by Terry Campbell

It is not unusual for nursing home costs to exceed $12,000 per month.  For many individuals, a long term nursing home stay will be financially devastating.  The illness of one spouse will substantially deplete the assets available for the healthy spouse.