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Posts by category

• Category: technology
• Category: consumer protection
  • What Everyone Should Know about the New FDIC Regulations
• Category: consumer
  • Application of the Updated Life Expectancy Tables
• Category: Attorney
• Category: Business succession
• Category: Retirement Planning
  • What You Need to Know About SECURE Act 2.0
• Category: disinherited beneficiary
• Category: in terrorem clause
• Category: no contest clause
• Category: Trust
• Category: Will
• Category: Legal Education
  • How Tax and Non-Tax Considerations Impact Estate Planning – Part II
  • The Intersection of Bank Failure and FDIC Insurance
  • Death and Your Digital Footprint
  • Show Your Love by Creating an Estate Plan
  • What Happens When You Don’t Trust Your Trustee – Part II
  • The Not-So Transparent Corporate Transparency Act
  • The Importance of Having an Estate Plan
  • Tis the Season for Giving
  • What’s Retirement Got to Do with it?
  • Pondering Portability
  • Common Mistakes in Estate Planning – Part I
  • Lessons from Patagonia
  • Discharge of Indebtedness Income and Student Loan Forgiveness
  • The Intersection of Asset Protection Planning and Estate Planning – Part II
  • The Intersection of Asset Protection Planning and Estate Planning – Part I
  • How Do I Trust Thee…Part II
  • How Do I Trust Thee…Part I
  • How Do I Title Thee…Part II
  • How Do I Title Thee…Part 1
  • What Makes a Will or Trust Invalid
  • Estate Planning Reduces Stress During High Anxiety Times
  • The Importance of Insuring Real Estate
  • How Using Specific Bequests Could Cost Beneficiaries their Inheritance
  • Donor Advised Funds: Too Good to Be True?
  • Roth IRAs Can Be a Great Planning Strategy: Advanced
  • ABLE Accounts Complement Special Needs Trusts
  • Tax Proposals Could Alter Estate Planning Landscape
  • Updating Your Plan: Your Trust or Will
  • It’s Better to Give, Especially This Year
  • Updating Your Plan: Powers of Attorney
  • Tax Planning for 2021
  • Updating Your Plan: Beneficiary Designations
  • Assignment and Nominee
  • Planning for the Unexpected
  • Income Tax Basis in Estate Planning
  • Make Your Own Plan
  • How Will You Obtain the Care You Need?
  • Use Trust Protectors for Added Protection and Flexibility
  • How Much is Too Much?
  • Why Crowdfunding May Cost You Medicaid Eligibility
  • Making Trusts More Flexible
  • Modifying an Irrevocable Trust
  • Planning is Critical
  • What Are 529 Plans and What Are Their Advantages?
  • New Tax Proposals
  • Tax Tips after New Year
  • The Little Things May be the Most Important
  • Grantor Trusts Provide Flexibility and Ease
  • Proposed Regulations Address “Clawback” Issue
  • Estate Planning is About More Than Taxes
  • Incapacity Planning
• Category: GPOA
• Category: Estate Planning
  • Tax Planning for 2023
  • Estate Planning – Something You Shouldn’t Do Yourself
  • What Is a HIPAA Release?
  • Income Tax Basis
  • Domestic Asset Protection Trusts
• Category: LPOA
  • The Power in Powers of Appointment
• Category: powers of appointment
• Category: Elder Law
  • Medicaid Planning
• Category: tax
  • How Estate Planning for a Family May Trap the Unwary Practitioner
• Category: taxation
  • How Tax and Non-Tax Considerations Impact Estate Planning – Part I
• Category: income tax
• Category: Estate Planning
  • The Joy in Joint Trusts
  • The IRS’ Annual Warning: The 2023 Dirty Dozen
  • What’s in President Biden’s Revenue Proposals?
  • What Bruce Willis Can Teach Us About Incapacity Planning
  • What Does the Respect for Marriage Act Mean for Estate Planning?
  • Understanding Undue Influence – Part II
  • Understanding Undue Influence – Part I
  • The Lessons from Lisa Marie
  • What Happens When You Don’t Trust Your Trustee – Part I
  • Planning for the International Client
  • Don’t Be a Turkey – Take Advantage of Your Annual Per Donee Exclusion Amount
  • Common Mistakes in Estate Planning – Part V
  • Common Mistakes in Estate Planning – IV
  • Common Mistakes in Estate Planning – Part III
  • Common Mistakes in Estate Planning – Part II
  • Planning for the “Silver Tsunami”
  • More than Just Salad Dressing: The Ongoing Saga of Newman’s Own Foundation
  • The Inflation Reduction Act
  • What’s Estate Planning Got to do with Interest Rates – Part II
  • What’s Estate Planning Got to do with Interest Rates – Part I
  • How Do I Trust Thee…Part III
  • The Toll of Serving as Fiduciary
  • What an In Terrerem Clause Can Do for You
  • Business Succession Planning May Be Easier than You Think
  • Application of the Transfer for Value Rule to the Sale of Life Insurance
  • What Estate of Marion Levine Means for Life Insurance
  • Let’s Talk about Trusts…and Taxation
  • Just When You Thought You Understood the 10-Year Rule, Think Again
  • Double Your Gifting with Spousal Gift-Splitting
  • The Evolution of our Unified Estate and Gift Tax System
  • The Intersection of Legacy Contacts and Estate Planning
  • State Income Taxation of Social Security Benefits
  • Using Entities in Estate Planning
  • Practical Lessons in Drafting
  • The Sky Isn’t Falling
  • Tax Planning for 2022
  • It’s Better to Give Than to Receive
  • The Other Side of the Unauthorized Practice of Law
  • Changing “Irrevocable” Trusts Through Use of a Trust Protector
  • Neither Age Nor Health Determines Whether You Need an Estate Plan
  • Living in a Digital World and the Importance of Planning for Cryptocurrency
  • Don’t be a Turkey – Use Your Annual Per Donee Exclusion Amount
  • Charitable Planning in Times of Crisis
  • How Estate Planning Documents Help Prevent Elder Abuse
  • Changing “Irrevocable” Trusts Through Judicial and Nonjudicial Modification
  • Advantages of Using a “Grantor Trust” in Planning
  • Changing “Irrevocable” Trusts Through Decanting
  • Taxation of Nongrantor Trusts
  • Tax Reporting with Trusts
  • Dangers of Do-It-Yourself Estate Planning
  • Trust Distribution Standards May Be Very Broad
  • Revocable Trusts Are Not Always Treated the Same as an Individual
  • It’s Important to Have a Coordinated Estate Plan
  • The Role of the Estate Planning Attorney
  • Roth IRAs Can Be a Great Planning Strategy: Basics
  • Use It Before It’s Gone
  • CRT: Best Tool for Proposed Tax Changes?
  • Dynasty Trusts
  • Beneficiary Designations
  • Beneficiary Designations and the SECURE Act: Prior Designations
  • Beneficiary Designations and the SECURE Act Basics
  • Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries
  • Joint Tenancy Problems in Estate Planning
  • Biden Administration Could Reduce Estate Tax Exclusion
  • Estate Planning: It’s Not Just About the Estate Taxes
  • What’s an “Atom Bomb” or “Contingent Remainder” Beneficiary?
  • Fair Isn’t Always Equal and Vice Versa
  • The Questions of Estate Planning, Part 4: Where
  • The Questions of Estate Planning, Part 3: When
  • The Questions of Estate Planning, Part 2
  • The Questions of Estate Planning, Part I: Who
  • Planning for Education Expenses
  • Planning for Special Needs Children
  • 529 Plans: Planning for Education with a Tax and Asset Protection Bonus
  • Planning for Step-Children
  • Disinheritance
  • Your Planning Can Help Your Loved Ones
  • The Importance of Communicating Your Plans
  • Many Reasons to Plan
  • Consequences of Modifying an Irrevocable Trust
  • Clarity is Key to Planning
  • Kiddie Tax is Worse Than Ever
  • Staying Current on Estate Planning
  • What is a GST Trust?
  • New Tax Proposal re: Retirement Savings
  • Trust Protectors Add Flexibility
  • When and Where You Die Matters
  • New Estate Tax Proposal
  • ABLE Accounts
  • What are UGMA and UTMA Accounts?
  • State Income Taxation
  • State Income Taxation of Nongrantor Trusts
  • Beneficiary Designations, etc., Aren’t a True Substitute for a Trust
  • Selecting an Agent under a Power of Attorney
  • Turning the Page on 2018 and Looking Forward to 2019
  • QDRO: Not Just for Divorce Anymore
  • How Are Trusts Taxed?
  • Giving Back
  • Special Accounts for People with Special Needs
  • Estate Planning is for You, Not Just Your Parents or Grandparents
  • You Never Know: Planning for the Unexpected
• Category: business succession planning
• Category: tax planning