Articles 2012

Housing for Veterans in Need of Assistance and the Negative Impact of the VA’s Recent “Fast Letter”

December 11, 2012

One of the more challenging aspects of aging involves figuring out what housing is appropriate for us at different stages of life and how we ...

Common Pitfalls When Planning Estates for Families with Special Needs Children (Updated April 2023)

November 29, 2012

I recently had the privilege to attend a bar mitzvah in which the young man also has a sibling with a profound disability. His sibling ...

Planning for the Protection of the Elderly or Disabled

October 24, 2012

A few months ago, I received a telephone call from an obviously distressed gentleman, who I will call Sam.* Sam’s elderly father, Frank, was in ...

Estate Planning for Blended Families – Let Me Count The Ways

October 1, 2012

As we are all aware, divorce is common in the modern U.S. One frequently cited statistic is that about 50% of all marriages will end ...

Revocable Living Trusts

September 18, 2012

A Revocable Living Trust (RLT) is a document in which a person names a Trustee (often, the person will serve as his own Trustee initially) ...

Importance of Proper Asset Ownership and Beneficiary Designations

July 31, 2012

This installment of the Passionate Estate Planner is a reminder that a well done estate plan includes not only properly prepared legal documents, but also ...

Corporate Fiduciaries for Estates & Trusts: Reliability, Prudence, Reasonableness, Protection and Peace of Mind (Updated May 2023)

June 29, 2012

Choosing the fiduciaries to carry out your estate plan can be the most important decisions you make in structuring your estate plan. Why is this ...

Courts Rule Against IRS in Defined-Value Transfer Cases; Clear the Way for Using Hard to Value Assets to Optimize 2010 Tax Act Gifting Possibilities

May 9, 2012

Alpharetta, Georgia—May 9, 2012—Defined-value transfers, a mechanism for gifting hard-to-value assets, has long been a target of the IRS, with the agency often arguing the ...

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