Grantors like the idea of placing conditions upon a gift. In many ways, it’s the... [Read more...]
Use It or Lose It…Examining the Efficacy of the Spouse And Family Exclusion Trust or Spousal Lifetime Access Trust
The Applicable Exclusion Amount (“AEA”) permits individuals to transfer a certain amount of property either... [Read more...]
What You Need to Know about the Corporate Transparency Act
Estate Planning attorneys need to understand multiple issues ranging from taxes to asset protection to... [Read more...]
Do You Want to Discuss Dynasty Trusts?
Dynasty Trusts present a great opportunity to pass significant wealth on to future generations. If... [Read more...]
The View from Heckerling 2024
Each year the University of Miami sponsors the Heckerling Institute on Estate Planning. The 58th... [Read more...]
There’s No Better Way to Say “I’ll Be There for You” than with an Estate Plan
Matthew Perry died at the end of 2023. While it seems unlikely that Matthew’s estate... [Read more...]
What “Sue,” the Tyrannosaurus Rex Skeleton, Teaches us about Estate Planning
Some of my favorite blog topics come from headlines. In this week’s edition, we explore... [Read more...]
Estate Planning with Entities
More and more families own property, assets, and businesses together. Using an entity to govern... [Read more...]
Estate Planning Lessons from the Movies – Part II
It’s rare that a movie centers on an archaic estate planning issue, but that’s exactly... [Read more...]
Tax Planning for 2024
Planning is important for your income taxation during life as well as for any estate... [Read more...]
Estate Planning Lessons from the Movies – Part I
It’s rare that a movie centers on an archaic estate planning issue, but that’s exactly... [Read more...]
The Magic of Grantor Trusts
Grantor trusts are a particularly powerful tool in estate planning. They allow the taxpayer to... [Read more...]
