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Trusts

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 ...
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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) ...
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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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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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The 2010 Tax Act, Gifts, and Perpetual Dynasty Trusts – The Perfect Estate Planning Combination

January 31, 2012
One of the many provisions of the tax law which became effective on December 17, 2010 (the “2010 Tax Act”) was a provision which effectively ...
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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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Historically Low Interest Rates Create Incredible Planning Opportunities for Those Who Act Quickly

September 23, 2011
The major, but temporary, changes to the federal gift, estate, and generation-skipping transfer (“GST”) tax laws which were part of the December 17, 2010, tax ...
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