Trusts

Goals of Estate Planning

April 25, 2011

1. To Select And Empower Trusted Individual(s) To Handle Your Affairs If You Become Incapacitated. Estate planning deals in part with providing for your own ...

2011 & 2012: The Golden Gifting Years

February 1, 2011

As you should now know, The Tax Relief, Unemployment Insurance, and Job Creation Act of 2010 (the “2010 Tax Act”) became law December 17, 2010, ...

To What Extent Should You Rely On Temporary Wealth Transfer Tax Changes Made By the 2010 Tax Act?

January 1, 2011

The Tax Relief, Unemployment Insurance, and Job Creation Act of 2010 (the “2010 Tax Act”) was signed into law by President Obama on December 17, ...

Year End Planning Opportunities

December 1, 2010

As noted in the News Alert we sent out on December 20, 2010, the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 ...

The Time to Act is Now For Incredible Tax Planning Opportunities

October 1, 2010

What do you get when you mix low business, real estate, and other asset values with historically low interest rates and a historically low gift ...

Estate & Trust Disputes: Common Types and How to Avoid Them

July 2, 2010

Disputes over a loved one’s estate or trust can be incredibly destructive to both assets and relationships. They can also result in the destruction of ...

Should I Use a Will or a Revocable Living Trust? Separating Facts From Fiction

May 28, 2010

You (or someone you know) may have heard that a Revocable Living Trust (often referred to simply as a “Living Trust”) is necessary for everyone. ...

Gifts to Irrevocable Trusts Which Are Intended to Be Fully Exempt from the Generation-Skipping Transfer Tax May Best Be Avoided in 2010

February 5, 2010

As of January 1, 2010, the federal estate, gift, and generation-skipping transfer (“GST”) tax laws changed significantly. One aspect of these changes has the potential ...

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