Who? The Legal Services Plan benefit is available to eligible FCA, Ford and General Motors workers and retirees and surviving spouses represented by the UAW. What? Legal services, including advice, document preparation and contact with other parties (but not litigation) for wills, powers of attorney, deeds, uncontested family matters, residential Read more…
Non-spouse beneficiaries of a decedent’s retirement plan can roll over distributions tax-free into their own, specially created “inherited IRA” under a continued tax law change. Moving a lump sum into an inherited IRA permits distributions over the lifetime or life expectancy of that non-spouse beneficiary. This could be advantageous, especially for Read more…
Our clients, a married couple having financial difficulty, decided to file a chapter 13 bankruptcy petition, which required them to propose a plan to pay their creditors over several years. One of their creditors had financed the purchase of their truck and had a security interest in this vehicle. Our clients proposed Read more…
Have you ever wondered why at the end of the year, your W-2 or 1099 told you that you had to report approximately $18 of income for your legal services benefit? [NOTE: This is not to say that you were required to pay $18 for this benefit. Instead, it meant Read more…
Prior to February 2018, certain retirees of Delphi were not considered eligible to receive benefits from the Legal Services Plan. However at that time, a new agreement was reached between the UAW and GM, making retirees and surviving spouses as described below eligible for the Legal Services Plan benefit. Pursuant Read more…
A multi-employer plan (called a Taft-Hartley plan) is a collectively bargained plan maintained by more than one employer. In our case, this Plan was negotiated in the UAW contracts with FCA, Ford and General Motors in the 2015 contract negotiations. These collectively bargained plans are managed by boards of trustees Read more…
The former Legal Services Plans (UAW-GM Legal Services Plan, the UAW-Ford Legal Services Plan and the UAW-Chrysler Legal Services Plan) closed in April 2017. If your case was not concluded prior to the closure, you would have been referred to a Cooperating Attorney. You would have been notified of this Read more…