Wills & Estate Planning

Navigating the Estate Planning Pitfalls Created by the Taxpayer Relief Act of 2012

February 27, 2013

As the bar for “wealth” moves north many individuals we meet are lulled into thinking that complex estate planning strategies are reserved for those other ...

The American Taxpayer Relief Act of 2012: Estate Planning Game Changer?

January 25, 2013

On January 2, 2013, President Obama signed The American Taxpayer Relief Act of 2012 (the “2012 Tax Act”). Among its many provisions, the 2012 Tax ...

Common Pitfalls When Planning Estates for Families with Special Needs Children (Updated April 2023)

November 29, 2012

I recently had the privilege to attend a bar mitzvah in which the young man also has a sibling with a profound disability. His sibling ...

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 ...

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) ...

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 ...

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 ...

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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