Will The Charitable Rollover Rollover?
Our reader is asking about a popular, now-expired tax-law provision known as a “qualified charitable distribution,” or sometimes as an […]
Entries by Bruce Shand
Leaving A Utah IRA Inheritance To Grandchildren
Leaving an IRA to your grandchildren can be one of the greatest gifts a grandparent can give. A young person […]
State Death Tax Dilemma- The Complexities of Living and Utah and Another State
“There is a strong possibility that the gap is going to be closed over a few years,” said Jamie C. […]
Extending Your Bucket List
Life’s race is almost over. It’s time to take your victory lap and start preparing for whatever comes next. Completing […]
When Your Pacemaker Outlives You. Add to Your Utah Advance Healthcare Directive
Nobody really knows exactly how many Americans are walking around with pacemakers and defibrillators. But with surgeons implanting at least […]
Will Medicare Pay for PT Improvement or Maintenance?
What does this mean? Imagine you have a severe stroke. Before Jimmo, most people thought Medicare would pay for physical […]
Utah Long-Term Care Insurance Policy Lapse Logistics
In the meantime, cases like this demonstrate anew how vigilant families need to be. If your older relative has a […]
Your Utah Family Wealth And Financial Entropy
The numbers also show that roughly one in three businesses pass to the next generation. Just about 10% of family […]
Clarifying Utah’s Filial Responsibility Act
If your parents live in one of 29 states or Puerto Rico that has filial responsibility laws on the books, […]
Estate Planning With A Life Estate. Is it for your Utah Estate?
Probate court is no one’s idea of fun, so it’s something you may want to spare your heirs when they […]
A Utah Medicaid Primer 101February 24, 2015 - 9:50 pm
Easing Into The Subject Of Conservation EasementsFebruary 24, 2015 - 9:49 pm
State Estate Tax in Utah?February 24, 2015 - 9:43 pm
Utah POD as a Estate Planning Tool- When PODs Go BADFebruary 24, 2015 - 9:37 pm
Utah Estate Planning Gotchas During a DivorceFebruary 24, 2015 - 8:42 pm
Ruling by Supreme Court Changes IRA SafetyFebruary 24, 2015 - 8:39 pm
Appealing Denial Of Your Utah Medicare Treatment by Medicare...February 24, 2015 - 8:26 pm
Blended Utah Family Estate Planning ChallengesFebruary 24, 2015 - 8:16 pm
Growing Old – The Golden Years Aren’t What They Are...February 24, 2015 - 7:42 pm
When Wills Don’t Work (And Sometimes Why). Properly Titling...February 24, 2015 - 7:39 pm
If You Can Dream It, You Can Do It … Unless the Utah...February 4, 2015 - 8:44 pm
Samsung Chairman’s Estate Sparks Tax QuestionsFebruary 4, 2015 - 8:48 pm
New Developments in Digital Estate PlanningFebruary 4, 2015 - 8:58 pm
Heirs vs. Credit Card Debt – Who Gets Paid First in...February 4, 2015 - 9:02 pm
- A Utah Medicaid Primer 101February 24, 2015 - 9:50 pm
- Easing Into The Subject Of Conservation EasementsFebruary 24, 2015 - 9:49 pm
- State Estate Tax in Utah?February 24, 2015 - 9:43 pm
- Utah POD as a Estate Planning Tool- When PODs Go BADFebruary 24, 2015 - 9:37 pm
- Utah Estate Planning Gotchas During a DivorceFebruary 24, 2015 - 8:42 pm
- Ruling by Supreme Court Changes IRA SafetyFebruary 24, 2015 - 8:39 pm
- Appealing Denial Of Your Utah Medicare Treatment by Medicare...February 24, 2015 - 8:26 pm
- Blended Utah Family Estate Planning ChallengesFebruary 24, 2015 - 8:16 pm
- Growing Old – The Golden Years Aren’t What They Are...February 24, 2015 - 7:42 pm
- When Wills Don’t Work (And Sometimes Why). Properly Titling...February 24, 2015 - 7:39 pm
Bruce W. Shand
Attorney at Law
1111 East Brickyard Rd., Suite 206 Salt Lake City, UT 84106
Phone: 801-895-4670
Email: bruce@shandelderlaw.com
