Estate Planning

Thinking Through the Need, Ability and Process to Modify an Irrevocable Trust

July 28, 2018

Consider what changes are needed to achieve desired goals. This is the up-front analysis that may need some significant and deep thought. This is not ...

Reasons to Decant or Otherwise Modify an Irrevocable Trust

July 26, 2018

While the reasons to decant or otherwise modify an irrevocable trust are as numerous as the imagination can create, here is a listing of some ...

NEWS ALERT: The Power to Change an Otherwise Irrevocable Trust (HB121)

May 25, 2018

by Richard M. Morgan The GA Trust Code will be modernized and greatly improved beginning on July 1, 2018. As one of a small number ...

Charitable Giving Under the 2017 Tax Act¹

April 9, 2018

by Loraine M. DiSalvo President Trump signed the 2017 Tax² Act on December 22, 2017, bringing a huge number of changes to the federal tax ...

The 2017 Tax Act: Lots of Changes, But What Does It All Mean?

March 7, 2018

It is clear that the 2017 Tax Act1 is significant and provides numerous fundamental changes that make our already complex tax system even more complex. ...

Have an Irrevocable Trust? You May Need to Meet With Your Accountant Before March 6, 2018!

January 15, 2018

With the turning of the year and our progression into spring, our thoughts turn gently to the upcoming income tax season and to the March ...

Estate Planning and Related Issues for Same-Sex Couples in 2017: Obergefell v. Hodges Did Not Eliminate the Need for Extra-Careful Planning When It Created National Recognition for Same-Sex Marriages

November 22, 2017

In June 2015, the U.S. Supreme Court held, in the case of Obergefell v. Hodges, that marriage is a fundamental right that extends to same-sex ...

Proposed Tax Reform – What Should You Do Now?

October 26, 2017

On September 27, 2017, President Trump announced the release of a “Unified Framework For Fixing Our Broken Tax Code” (the “Framework”). A copy of the ...

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