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Home / Archives for Legal Education

Just When You Thought You Understood the 10-Year Rule, Think Again

May 17, 2022

consumer, Estate Planning, Legal Education, Retirement Planning

IRAs have become ubiquitous components of estate plans. The SECURE Act of 2019 altered the landscape for IRAs significantly by eliminating the stretch benefit for most designated beneficiaries and forcing all designated beneficiaries other than Eligible Designated Beneficiaries to use the 10-year rule for distributions. The 10-year rule was thought to operate much like the 5-year rule that existed before the passage of the SECURE Act. Recently issued proposed Treasury Regulations dispute that … [Read more...] about Just When You Thought You Understood the 10-Year Rule, Think Again

Filed Under: consumer, Estate Planning, Legal Education, Retirement Planning

Application of the Transfer for Value Rule to the Sale of Life Insurance

May 10, 2022

Estate Planning, Legal Education

Even individuals with modest estates purchase life insurance which means that Estate Planning attorneys must understand the rules regarding taxation of life insurance. Retention of certain powers or certain transactions could cause negative income, gift, or estate tax consequences.  Read on to learn more. … [Read more...] about Application of the Transfer for Value Rule to the Sale of Life Insurance

Filed Under: Estate Planning, Legal Education

What Estate of Marion Levine Means for Life Insurance

May 5, 2022

Estate Planning, Legal Education

Life insurance has long been part of Estate Plans, whether used to ensure liquidity for the estate on the death of the insured, or simply as income replacement on the death of the insured. Understanding the impact of life insurance on an estate plan has become critically important. A recent tax court case resulted in a big win for the taxpayer in a complex set of facts which could impact how you incorporate life insurance for your Estate Planning clients. Read on to learn more.  … [Read more...] about What Estate of Marion Levine Means for Life Insurance

Filed Under: Estate Planning, Legal Education

Let’s Talk about Trusts…and Taxation

May 3, 2022

Estate Planning, Legal Education

Estate planning attorneys need to understand and explain taxation of trusts in order to properly advise clients. Individual clients need to understand the implications of the plan their attorney suggests in order to properly file their own taxes. Determining whether a trust qualifies as a grantor trust or a nongrantor trust is the first step in determining tax liability for a particular year. Read on to learn more … [Read more...] about Let’s Talk about Trusts…and Taxation

Filed Under: Estate Planning, Legal Education

Estate Planning – Something You Shouldn’t Do Yourself

April 26, 2022

consumer, Estate Planning, Legal Education

It’s tempting to think that by taking the time to hand-write your Will or preparing a do-it-yourself plan, you can avoid many of the issues that arise with a Will. In fact, the opposite may be true. By handwriting your Will or preparing a do-it-yourself plan, you may be creating more issues for your family. Read on to learn more. … [Read more...] about Estate Planning – Something You Shouldn’t Do Yourself

Filed Under: consumer, Estate Planning, Legal Education

Application of the Updated Life Expectancy Tables

March 16, 2022

consumer, Estate Planning, Legal Education, Retirement Planning Tagged With: applicable distribution period, Eligible Designated Beneficiary, Employee Retirement Income Security Act, estate planning, income taxation, Individual Retirement Accounts, Required Minimum Distribution, Setting Every Community Up for Retirement Enhancement Act of 2019, Single Life Table, Uniform Life Table

Since the creation of Individual Retirement Accounts in 1971, they have become an increasingly important part of a well-balanced Estate Plan. Taxpayers contribute to the IRA. Upon attaining a certain age, the taxpayer begins taking distributions based upon tables promulgated by the Internal Revenue Service. The Internal Revenue Service recently updated those tables which will significantly impact certain taxpayers. Read on to learn more. … [Read more...] about Application of the Updated Life Expectancy Tables

Filed Under: consumer, Estate Planning, Legal Education, Retirement Planning Tagged With: applicable distribution period, Eligible Designated Beneficiary, Employee Retirement Income Security Act, estate planning, income taxation, Individual Retirement Accounts, Required Minimum Distribution, Setting Every Community Up for Retirement Enhancement Act of 2019, Single Life Table, Uniform Life Table

What Everyone Should Know about the New FDIC Regulations

March 9, 2022

consumer protection, Estate Planning, Legal Education Tagged With: estate planning, Federal Deposit Insurance Company, irrevocable trust, revocable trust

Although revocable trusts are the centerpiece for many estate plans, many clients are confused by what amount of their deposit accounts are insured by the Federal Deposit Insurance Company. To make the rules easier to apply, the Federal Deposit Insurance Company released new rules with a delayed effective date. These rules build on the current concepts while simplifying their application. Read on to learn more. … [Read more...] about What Everyone Should Know about the New FDIC Regulations

Filed Under: consumer protection, Estate Planning, Legal Education Tagged With: estate planning, Federal Deposit Insurance Company, irrevocable trust, revocable trust

The Evolution of our Unified Estate and Gift Tax System

March 2, 2022

Estate Planning, Legal Education

Many individuals think that if their estate is below a certain amount that they need not be concerned with Estate Planning.  As this article demonstrates, because the Estate Tax evolves constantly, it’s important to talk with a professional to create a plan to accomplish your goals.  Read on to learn more. … [Read more...] about The Evolution of our Unified Estate and Gift Tax System

Filed Under: Estate Planning, Legal Education

The Intersection of Legacy Contacts and Estate Planning

February 24, 2022

Estate Planning, Legal Education, technology

As more and more individuals get comfortable in the digital world, Estate Planning has changed to address the collection and transfer of digital assets.  The widespread use of a legacy contact allows owners of digital content to determine what will happen with it after they die.  Read on to learn more. … [Read more...] about The Intersection of Legacy Contacts and Estate Planning

Filed Under: Estate Planning, Legal Education, technology

Double Your Gifting with Spousal Gift-Splitting

February 21, 2022

Estate Planning, Legal Education

As you plan your strategy for 2022, it’s important to consider gifting, including spousal gifts. Your spouse could double your ability to make gifts of “annual exclusions” without being considered to have made a gift for estate tax purposes. Read on to learn more. … [Read more...] about Double Your Gifting with Spousal Gift-Splitting

Filed Under: Estate Planning, Legal Education

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