As loved ones and parents age, they become more vulnerable to fraudulent schemes. This article... [Read more...]
How Using Specific Bequests Could Cost Beneficiaries their Inheritance
Parents often decide to leave one child a specific asset and provide an equalizing cash... [Read more...]
Donor Advised Funds: Too Good to Be True?
There’s a way to make a charitable gift and yet be able to influence where... [Read more...]
Changing “Irrevocable” Trusts Through Judicial and Nonjudicial Modification
Irrevocable Trusts have long been an effective, albeit static, estate planning tool. These trusts didn’t... [Read more...]
Changing “Irrevocable” Trusts Through Decanting
Irrevocable Trusts are often included as part of a comprehensive estate plan and are usually... [Read more...]
Conservation Easements Can Be a Good Solution
Often, a client wants to keep land in the family. Sometimes they want to discourage... [Read more...]
Taxation of Nongrantor Trusts
“Nongrantor” trusts are trusts which aren’t taxed to a substantial owner pursuant to the grantor... [Read more...]
Dangers of Do-It-Yourself Estate Planning
Occasionally, those who are not Estate Planning attorneys will attempt to do their own Estate... [Read more...]
CRT: Best Tool for Proposed Tax Changes?
Tax proposals would increase capital gains rates, among other things. These proposed changes could make... [Read more...]
Tax Proposals Could Alter Estate Planning Landscape
Senators Sanders and Whitehouse have introduced legislation in the Senate which would significantly alter the... [Read more...]
Beneficiary Designations
Beneficiary designations can be deceptively simple. You simply designate the person to whom you want... [Read more...]
Dynasty Trusts
What’s a “Dynasty Trust?” Such a trust is one that continues for the maximum term... [Read more...]
