Posts The Big Lesson From Tony Bennett’s Embattled Estate and Troubled Trust A Hole in Hackman’s Plan A Message from the Murdochs REAL ID Deadline Approaching: What You Need to Know Before May 7, 2025 Are Irrevocable Trusts Really Irrevocable – Part III Are Irrevocable Trusts Really Irrevocable – Part II Are Irrevocable Trusts Really Irrevocable – Part I Proper Estate Planning Brings Peace of Mind During a Disaster Estate Planning and Baseball The Corporate Transparency Act Did It Again … What the Trump Administration Could Mean for Your Estate Plan Now is a Good Time for a Donor Advised Fund Litigation…a Necessary Evil? Estate Planning – There’s Something Here for Everyone Part II Estate Planning – There’s Something Here for Everyone Part I Tread Carefully with Specific Bequests A Message from the Murdochs Who Can You Turn to When Your Brother Doesn’t Do His Job? What Is the Generation-Skipping Transfer Tax (GSTT) and Who Pays? What Independence Day Teaches Us About Estate Planning Courts Allowing More Flexible Trust Amendments The “Juice” and an Executor’s Duties The 1973 Cutlass S…an Ode to Tangible Personal Property What You Should Know About Conditional Gifts What Taylor Swift Can Teach Us About Estate Planning Use It or Lose It…Examining the Efficacy of the Spouse And Family Exclusion Trust or Spousal Lifetime Access Trust What You Need to Know about the Corporate Transparency Act There’s No Better Way to Say “I’ll Be There for You” than with an Estate Plan Dynasty Trusts Starting 2024 the Right Way…with an Estate Plan! The Neophyte Tax Planning for 2024 Estate Planning with Entities Estate Planning Lessons from the Movies – Part II Estate Planning Lessons from the Movies – Part I Take Advantage of Your Annual Per Donee Exclusion Amount It’s a Great Time to Consider a Donor Advised Fund The Seedier Side of the Holiday Season The Horrors of Dying Intestate Understanding the Interplay of State Estate and Inheritance Taxes with Federal Estate Tax Exploring Elder Abuse Family Photos Let’s Talk Litigation The Magic of Grantor Trusts Exploring the Many Issues Surrounding the Estate and Trust of Richard Blum – Part III Exploring the Many Issues Surrounding the Estate and Trust of Richard Blum – Part II Tips For Widows/Widowers Exploring the Many Issues Surrounding the Estate and Trust of Richard Blum – Part I IRS Confirms Grantor Irrevocable Trust Status Alone Does Not Cause a Step-Up in Basis Understanding the Importance of the Simultaneous Death Act The SECURE Act – the Gift That Keeps On Giving R-E-S-P-E-C-T Find Out What It Means To…Your Estate Plan A Real-Life Look at the Application of the Slayer Statute Step-Up in Basis Rule is an Heir’s Best Friend What We Can All Learn from Diller v. Richardson – Part II What We Can All Learn from Diller v. Richardson 529 Plans – The “Holy Grail” of Estate Planning The Wonders and Mysteries of Wills Understanding and Manipulating Estate and Gift Taxes – Part II Understanding and Manipulating Estate and Gift Taxes What It Means to Disclaim Should In Re Gregory Hall Trust Change the Way We Think About Amending Trusts? Organ Donation at Death: Witnessing a Walk of Honor in the Hospital The Joy in Joint Trusts The IRS’ Annual Warning: The 2023 Dirty Dozen How Tax and Non-Tax Considerations Impact Estate Planning- Part II How Tax and Non-Tax Considerations Impact Estate Planning- Part I Funeral Contracts Should be Avoided What’s in President Biden’s Revenue Proposals? Wills vs. Trusts: What’s the Difference? The Intersection of Bank Failure and FDIC Insurance Medicaid Planning What Bruce Willis Can Teach Us About Incapacity Planning What Does the Respect For Marriage Act Mean For Estate Planning? Hospice Care and Jimmy Carter’s Choice Lessons From Lisa Marie Presley Show Your Love By Creating An Estate Plan What Happens When You Don’t Trust Your Trustee – Part II What Happens When You Don’t Trust Your Trustee – Part I The Not-So Transparent Corporate Transparency Act What You Need to Know About The Secure Act 2.0 Tax Planning For 2023 ‘Tis the Season For Giving The Importance Of Having An Estate Plan Now that the Mid-terms are over, let’s talk taxes What’s Retirement Got to Do with It? Take Advantage of Your Annual Per Donee Exclusion Amount Planning for the International Client Common Mistakes in Estate Planning . . . Part V Common Mistakes in Estate Planning . . Part IV Common Mistakes in Estate Planning . . Part III Common Mistakes in Estate Planning . . Part II Common Mistakes in Estate Planning . . Part I Moving In With Your Adult Children Discharge of Indebtedness Income & Student Loan Forgiveness More Than Just Salad Dressing: The Ongoing Saga of Newman’s Foundation What Does Estate Planning Have To Do With Interest Rates . . . Part II The Inflation Reduction Act What Does Estate Planning Have To Do With Interest Rates . . . Part I The Intersection Between Estate Planning and Asset Protection Part II The Intersection Between Estate Planning and Asset Protection Part 1 Discussing Estate Planning With Aging Parents What the Proposed Treasury Regulations Mean For Deductions Under IRC §2053 Three Tips For Avoiding Funeral Planning Problems Pondering Portability Death and Your Digital Footprint Understanding Undue Influence . . . Part II Avoid Unnecessary Family Disputes With a Letter of Instruction Undue Influence . . . Part I How Do I Trust . . . Part III How Do I Trust . . . Part II How Do I Trust My Trustee? How do I title . . . Part II Aging Parents & Estate Planning How Do I Title . . . Part I What Makes A Will or Trust Invalid? Understanding Tax Apportionment Clauses The Toll of Serving as Fiduciary The Power in Powers of Appointment What an In Terrorem Clause Can Do for You Business Succession Planning May Be Easier than You Think Application of the Transfer For Value Rule to the Sale of Life Insurance What Estate of Marion Levine Means for Life Insurance Let’s Talk about Trusts…and Taxation Just When You Thought You Understood the 10-Year Rule, Think Again Estate Planning – Something You Shouldn’t Do Yourself Application of the Updated Life Expectancy Tables State Income Taxation of Social Security Benefits What Everyone Should Know about the New FDIC Regulations The Intersection of Legacy Contacts and Estate Planning The Evolution of our Unified Estate and Gift Tax System Double Your Gifting with Spousal Gift-Splitting Start 2022 the Right Way Tax Planning for 2022 The Sky Isn’t Falling Using Entities in Estate Planning Don’t Be A Turkey – Use Your Annual Per Donee Exclusion Amount Living in a Digital World and the Importance of Planning for Cryptocurrency Neither Age Nor Health Determines Whether You Need an Estate Plan It Can Be Scary to Die Without an Estate Plan…the HORRORS of Intestacy The Kiddie Tax is No Child’s Game Create A Great Funeral Day How Estate Planning Documents Help Prevent Elder Abuse Charitable Planning in Times of Crisis Estate Planning Reduces Stress During High Anxiety Times Changing “Irrevocable” Trusts Through Use of a Trust Protector The Five W’s of Holding a Memorial Service Changing “Irrevocable” Trusts Through Decanting Changing “Irrevocable” Trusts Through Judicial and Nonjudicial Modification Donor Advised Funds: Too Good to Be True?
Use It or Lose It…Examining the Efficacy of the Spouse And Family Exclusion Trust or Spousal Lifetime Access Trust
