Articles 2013

Perpetual Dynasty Trusts – Maximizing The Benefits Of Trusts By Structuring Them To Last Longer (Updated April 2023)

In past issues of The Passionate Estate Planner, we have emphasized the benefits which trusts can provide for those who want to transfer assets to ...
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IRAs and Qualified Plan Accounts: Should You Pass Them to Beneficiaries Outright or in Trust?

I.    Introduction and Summary. Most people today have a significant amount of their retirement savings in Individual Retirement Accounts (“IRAs”) or one of many other ...
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Planning For Married Couples After the 2012 Tax Act: Should You Transfer Assets to Your Spouse Outright or in Trust?

In this installment of the Passionate Estate Planner, we consider one of the fundamental estate planning questions that married couples need to answer: Whether assets ...
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How to Execute (Sign) a Will and the Importance of a Self-Proving Affidavit (Updated February 2023)

We are going back to the basics in this newsletter. We will first discuss what must happen for a Will to be validly executed. We ...
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Estate Planning & Probate Section selected as Small Section of the Year

The Atlanta Bar Association’s Estate Planning & Probate Section was selected as the Small Section of the Year for the Atlanta Bar Association’s 2012-2013 fiscal ...
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What is a Trust?

For this month’s newsletter, we will go back to the basics to ensure that our readers can answer the basic question: What is a Trust? ...
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Navigating the Estate Planning Pitfalls Created by the Taxpayer Relief Act of 2012

As the bar for “wealth” moves north many individuals we meet are lulled into thinking that complex estate planning strategies are reserved for those other ...
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The American Taxpayer Relief Act of 2012: Estate Planning Game Changer?

On January 2, 2013, President Obama signed The American Taxpayer Relief Act of 2012 (the “2012 Tax Act”). Among its many provisions, the 2012 Tax ...
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