Trusts
How to Best Use the Temporarily Doubled Exemptions From the Wealth Transfer Taxes
Important Update: IRS issued “anti-abuse” Proposed Regulations on April 27, 2022 which limits available taxable gifting options discussed in paragraph G below. See our May ...
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Supporting Children With Special Needs Through Effective Estate Planning
You have a child with special needs and are worried that your child will not be able to support him or herself after you are ...
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The Perfect Storm for Advanced Estate Planning (Part 3)
In Part 1 of this three-part newsletter series, we discussed how right now may be the perfect time to undertake advanced estate planning transactions. Why? ...
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Dear U.S. Treasury Department and IRS…
Have you ever been seriously frustrated with how the Internal Revenue Service (IRS) interprets particular laws? We have, and recently submitted our first official Comment ...
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The Perfect Storm for Advanced Estate Planning (Part 2)
In Part 1 of this newsletter series on “The Perfect Storm for Advanced Estate Planning,” we discussed how right now may be the perfect time ...
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The Perfect Storm for Advanced Estate Planning (Part 1)
Now is the time to undertake advanced estate planning! The last time we made a call-to-action with this level of conviction to undertake more advanced ...
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SECURE Act Quick Assessment Tool
(Updated May 8, 2020)
What is this? This Quick Assessment Tool can be used to get a generalized answer as to how to deal with the Setting Every Community ...
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Social Security Rule Concerning Imprisoning Attorneys Repealed – For Now
By Diane Weinberg As you may recall, our August 29, 2019 News Alert addressed a Social Security rule that would likely make it more difficult ...
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