Probate & Administration
Important Tax Court Case Dealing with the Valuation of a Business: Buy-Sell Agreements, Employment Agreements and Initial Appraisals do matter, but not necessarily in the way you may think.
August 22, 2014
By Richard M. Morgan The Tax Court in the recent Adell v. Comm. Case has made some very interesting determinations that will help in planning ...
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Collaborative Process – The New Alternative Legal Process for Amicably Resolving Disputes
June 4, 2014
by Richard M. Morgan & Loraine M. DiSalvo In our July 2010 newsletter, we discussed various dispute resolution processes. We discussed traditional litigation, along with ...
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How to Execute (Sign) a Will and the Importance of a Self-Proving Affidavit (Updated February 2023)
June 20, 2013
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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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 ...
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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 ...
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Long-Term Trust-Based Planning Makes Focusing on Intent More Important
November 2, 2011
What is your true estate planning intent? Let this question sink in for a moment, then think about it again: What is your true estate ...
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Fiduciary Selection: A Critical Part of Any Well-Prepared Estate Plan (Updated May 2023)
May 5, 2011
by Richard M. Morgan & Loraine M. DiSalvo In the estate planning context, a “fiduciary” is someone who will serve in a role of authority ...
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The Benefits of Proper Estate Planning (Updated February 2023)
May 5, 2011
To see what happens without proper estate planning, let us consider a common family situation. Assume that you own most or all of the significant ...
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