March is National Social Work Month! Shoutout to our incredible elder law and special needs care manager, Amy Boulware! We appreciate her impactful work advocating for elders, individuals with disabilities, and their families. For more information on how Amy supports our clients, please visit her Continue Reading
Chambliss Estate Planning Newsletter – January 2024
Safeguarding Your Loved Ones: Top Five Measures to Protect Against Elder Fraud and Abuse By: Rebecca Miller As our loved ones age, it is crucial to ensure their safety and well-being, especially in the face of potential threats like elder fraud. Protecting older family members from financial Continue Reading
Beneficial Ownership Reporting Requirements under the Corporate Transparency Act
Increased reporting obligations are approaching quickly in an effort to crack down on money laundering and other illicit activity. These requirements, which are part of the Corporate Transparency Act (CTA), will impact many entities, including those formed for investment purposes or to hold rental Continue Reading
New OIG General Compliance Guidance Released
On November 10, 2023, the Office of the Inspector General (OIG) released its widely anticipated General Compliance Program Guidance (GCPG). The OIG had previously announced that it would update its current compliance program guidance, much of which was released 25 years ago in 1998. In the Continue Reading
Chambliss Estate Planning Newsletter – November 2023
Navigating Sleepless Nights: A Mother's Guide to Special Needs Planning By: Amy Boulware I was driving to work on August 24, listening to Lady Gaga on my Pandora radio station, when suddenly, I had a strong urge to call my younger daughter, Hannah. We talk regularly, so it isn't unusual that I Continue Reading
Chambliss Estate Planning Newsletter – September 2023
A Parent's Tale — Preparing for the College Send-Off By: Stephany Pedigo Days ago, I watched our baby girl back out of our driveway in her trusty SUV that once belonged to her grandparents to venture boldly to a new state and new chapter in her life. This fall marks the third and final time Continue Reading
Chambliss Estate Planning Newsletter – July 2023
A Win-Win Situation: How Charitable Gift Annuities Provide Benefits for Both Donor and Recipient By: Alexis Crutchfield Are you looking for a way to decrease your income tax obligation after retirement while supporting your alma mater or a favorite charity? A charitable gift annuity may be the Continue Reading
Supreme Court Clarifies Employer Test for Religious Accommodations
For almost 50 years, employers (and courts) considering requests for religious accommodation have evaluated whether the requested accommodation imposed more than a de minimis burden on the organization. If so, the accommodation constituted an undue hardship and could be denied. But on June 29, 2023, Continue Reading
SCOTUS Rules that Race-Conscious Admissions Violate the 14th Amendment
On June 29, 2023, the United States Supreme Court ruled that colleges and universities can no longer consider race as a specific basis in admissions. In what will likely alter the future of affirmative action in higher education, the justices ruled that the admissions programs at the University of Continue Reading
New Florida Law Gets Serious About Offsite Storage of Patient Information
On May 8, 2023, Florida Gov. Ron DeSantis signed new restrictions into law for health care providers that utilize resources outside the U.S. While the majority of the new law affects the real estate industry in Florida, it also includes key updates to the Florida Electronic Health Records Continue Reading