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Posts by category
- Category: Attorney
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- Category: business succession planning
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- Category: disinherited beneficiary
- Category: Estate Planning
- The Seedier Side of the Holiday Season
- It’s a Great Time to Consider a Donor Advised Fund
- Understanding the Interplay of State Estate and Inheritance Taxes with Federal Estate Tax
- Let’s Talk Litigation
- The Horrors of Dying Intestate
- Learning, Re-inventing, and Camaraderie in San Diego
- The Magic of Grantor Trusts
- Exploring the Many Issues Surrounding the Estate and Trust of Richard Blum – Part III
- Exploring the Many Issues Surrounding the Estate and Trust of Richard Blum – Part II
- Exploring the Many Issues Surrounding the Estate and Trust of Richard Blum – Part I
- National Make-a-Will Month
- Understanding the Importance of the Simultaneous Death Act
- The SECURE Act – the Gift That Keeps On Giving
- Gen X – This One’s for You (Really Every Generation Should Read This)
- 529 Plans – The “Holy Grail” of Estate Planning
- The Wonder of Wills
- What We Can All Learn from Diller v. Richardson – Part II
- What We Can All Learn from Diller v. Richardson
- Understanding and Manipulating Estate and Gift Taxes – Part II
- What It Means to Disclaim
- Should In Re Gregory Hall Trust Change the Way We Think About Amending Trusts?
- Spring Summit 2023: Celebrating 30 Years of Indispensability in the Windy City
- The IRS’ Annual Warning: The 2023 Dirty Dozen
- The Joy in Joint Trusts
- How Tax and Non-Tax Considerations Impact Estate Planning – Part I
- 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?
- The Lessons from Lisa Marie
- What Happens When You Don’t Trust Your Trustee – Part I
- The View from Heckerling
- Now That Mid-Terms Are Over, Let’s Talk Taxes
- Don’t Be a Turkey – Take Advantage of Your Annual Per Donee Exclusion Amount
- Planning for the International Client
- 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
- Common Mistakes in Estate Planning – Part I
- Planning for the “Silver Tsunami”
- More than Just Salad Dressing: The Ongoing Saga of Newman’s Own Foundation
- What’s Estate Planning Got to do with Interest Rates – Part II
- What’s Estate Planning Got to do with Interest Rates – Part I
- The Inflation Reduction Act
- Understanding Undue Influence – Part II
- Understanding Undue Influence – Part I
- How Do I Trust Thee…Part III
- How Do I Trust Thee…Part I
- Spring Summit 2022: Celebrating Friendship in the Lone Star State
- Understanding Tax Apportionment Clauses
- The Toll of Serving as Fiduciary
- The Power in Powers of Appointment
- 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
- State Income Taxation of Social Security Benefits
- How Estate Planning for a Family May Trap the Unwary Practitioner
- The Evolution of our Unified Estate and Gift Tax System
- Double Your Gifting with Spousal Gift-Splitting
- The Intersection of Legacy Contacts and Estate Planning
- The Sky Isn’t Falling
- Practical Lessons in Drafting
- Tax Planning for 2022
- Neither Age Nor Health Determines Whether You Need an Estate Plan
- It Can Be Scary to Die Without an Estate Plan…the HORRORS of Intestacy
- Living in a Digital World and the Importance of Planning for Cryptocurrency
- Don’t be a Turkey – Use Your Annual Per Donee Exclusion Amount
- The Kiddie Tax is No Child’s Game
- Charitable Planning in Times of Crisis
- How Estate Planning Documents Help Prevent Elder Abuse
- How Using Specific Bequests Could Cost Beneficiaries their Inheritance
- The Other Side of the Unauthorized Practice of Law
- Estate Planning Reduces Stress During High Anxiety Times
- Changing “Irrevocable” Trusts Through Use of a Trust Protector
- Donor Advised Funds: Too Good to Be True?
- Changing “Irrevocable” Trusts Through Judicial and Nonjudicial Modification
- Changing “Irrevocable” Trusts Through Decanting
- Conservation Easements Can Be a Good Solution
- Taxation of Nongrantor Trusts
- Tax Reporting with Trusts
- It’s Important to Have a Coordinated Estate Plan
- Dangers of Do-It-Yourself Estate Planning
- Revocable Trusts Are Not Always Treated the Same as an Individual
- Roth IRAs Can Be a Great Planning Strategy: Advanced
- Trust Distribution Standards May Be Very Broad
- Estate Planning Conference Discusses “For the 99.5% Act,” SECURE, and More
- ABLE Accounts Complement Special Needs Trusts
- Plan Now for the Incredible Shrinking Exclusion
- Use It Before It’s Gone
- The Role of the Estate Planning Attorney
- CRT: Best Tool for Proposed Tax Changes?
- Pandemic Relief for Employers
- Using Disclaimers to Achieve Client Goals
- How to Dispose of “Stuff”
- “Last Will and Testament” Origin
- Beneficiary Designations and the SECURE Act Basics
- Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries
- Dynasty Trusts
- Biden Administration Could Reduce Estate Tax Exclusion
- Joint Tenancy Problems in Estate Planning
- Tax Planning for 2021
- Updating Your Plan: Beneficiary Designations
- Updating Your Plan: Your Trust or Will
- Updating Your Plan: Powers of Attorney
- Fair Isn’t Always Equal and Vice Versa
- What’s an “Atom Bomb” or “Contingent Remainder” Beneficiary?
- Giving Back
- Making Trusts More Flexible
- When and Where You Die Matters
- Category: Estate Planning
- Estate Planning Lessons from the Movies – Part I
- Don’t Be a Turkey – Take Advantage of Your Annual Per Donee Exclusion Amount
- IRS Confirms Grantor Trust Status Alone Does Not Cause a Step-Up in Basis
- R-E-S-P-E-C-T Find Out What It Means To…Your Estate Plan
- A Real-Life Look at the Application of the Slayer Statute
- Understanding and Manipulating Estate and Gift Taxes
- How Tax and Non-Tax Considerations Impact Estate Planning – Part II
- 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
- What You Need to Know About SECURE Act 2.0
- Tax Planning for 2023
- Tis the Season for Giving
- The Importance of Having an Estate Plan
- What’s Retirement Got to Do with it?
- 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
- What the Proposed Treasury Regulations Mean for Deductions Under Internal Revenue Code Section 2053
- Pondering Portability
- Death and Your Digital Footprint
- How Do I Trust Thee…Part II
- How Do I Title Thee…Part II
- How Do I Title Thee…Part 1
- What Makes a Will or Trust Invalid
- The Importance of Insuring Real Estate
- Learning and Camaraderie at the Academy Summit
- Tax Proposals Could Alter Estate Planning Landscape
- The Little Things May be the Most Important
- Category: estate taxation
- Category: Financial Planning
- Category: GPOA
- Category: in terrorem clause
- Category: income tax
- Category: Legal Education
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- Category: LPOA
- Category: no contest clause
- Category: powers of appointment
- Category: retirement planning
- Category: tax
- Category: tax planning
- Category: taxation
- Category: technology
- Category: Trust
- Category: trust administration
- Category: Uncategorized
- Category: Will
