Wills, Trusts, & Estate Planning | JD Supra Legal News, Updates, Analysis, & Information

Avoiding the Most Common Missteps Retiring Business Owners Make

by Joseph Donegan on 5/18/2012

Avoiding the Most Common Missteps Retiring Business Owners Make By Joseph M. Donegan on May 16th, 2012 The way in which business owners plan their retirement is nearly as important as the strategies they used when...more

Procrastination on Estate Planning Can Land A Small Business in Probate Court

by Frank Brunetti on 5/14/2012

Procrastination on Estate Planning Can Land A Small Business in Probate Court By Frank L. Brunetti on May 14th, 2012 Many business owners hope that the companies they have built will outlive them and help build a...more

Have You Checked Your Beneficiary Designations Recently?

by McNees Wallace & Nurick LLC on 4/25/2012

Beneficiary designations are forms that are routinely completed for life insurance policies, retirement accounts and even some bank and investment accounts. The forms say who will receive the asset upon the asset owner’s...more

Judicial Modification Of Trust Barred By Trust Terms [Florida]

by Charles (Chuck) Rubin on 4/9/2012

More often than not, the resolution of a trust dispute involves a settlement agreement with changes made to a trust instrument. Such modifications may be accomplished under provisions of Florida’s Trust Code (Fla.Stats....more

Knowing a Company’s Value is Crucial to Estate Planning

by Joseph Donegan on 4/4/2012

Business valuations are an important component of operating a company, especially for owners who plan to sell or merge with another business in the future. However, some small business owners who do not plan on making...more

Comfort Letters, Rent Insurance and Mortgages

by James McDonough on 4/2/2012

The real estate market, in severe decline over the last few years, has shown signs of life recently. Naturally, the supervising government agencies, lenders, and loan brokers are sensitive to avoiding the mistakes of the past...more

5 Common Mistakes When Making a Power of Attorney Document

by Lawyers.com on 4/2/2012

When you create a power of attorney document, you’re authorizing someone else—known as your attorney-in-fact—to handle certain legal, financial and business transactions on your behalf. The power of attorney document...more

An Introduction on China’s Senior Pension Mechanism

by Qin Qu on 4/1/2012

While China’s aging population rapidly grows in recent years, combining with raising expanse for living, more and more people are concerning about their retirement fund—how they can support themselves on medical expenses and...more

Auto Notes -- March 2012

by McNees Wallace & Nurick LLC on 3/27/2012

In This Issue: SALES OF DEALERSHIPS: 2012 and FEDERAL ESTATE AND GIFT TAX UPDATE. Excerpt from SALES OF DEALERSHIPS: 2012 Good News and Bad News The good news is that there are now buyers for vehicle...more

Long Term Care Insurance May Become a Thing of the Past

by Fein, Such, Kahn & Shepard, P.C. on 3/27/2012

It seems that the insurance companies really boggled it when it came to pricing out long term care insurance policies. Long term care policies have been hit by a triple whammy - historically low interest rates, policy holders...more

Is Hong Kong Asia's Next Trust Centre?

by Harney Westwood & Riegels on 3/23/2012

Originally published in ASIAN LEGAL BUSINESS - February 2012. Historically, setting up private trusts offshore has been a preferred vehicle for Asia’s wealthy families and individuals to manage their assets as they crave...more

The Lottery Winnings Exception To Federal Gift Taxes

by Charles (Chuck) Rubin on 3/19/2012

An interesting circumstance often shows up with lottery winners. After they have won, it seems that a very high percent of them had arrangements in place before they bought their lottery tickets to share their winnings with...more

California District Court Grants Summary Judgment to Life Insurer in Rescission Case

by Manatt, Phelps & Phillips, LLP on 3/7/2012

Judge Virginia Phillips of the United States District Court, Central District of California, granted summary judgment to USAA Life Insurance Company, finding that Dr. Marshall Salkin made material misrepresentations regarding...more

Unpaid Federal Taxes, Lead to Federal Tax Liens

by Candida (CJ) Griffin, Esq. on 2/22/2012

Proving that celebrities are not above the law, the IRS recently served rapper Lil’ Kim with a tax lien for allegedly dodging more than $1 million in taxes. While it is celebrity tax stories that most often make the...more

Don't Sign It Until You've Read It: Signature of Subscription Documents Binds Insured to Undesirable Policy Terms

by Sedgwick LLP on 2/2/2012

United States Court of Appeals for the Seventh Circuit In National Production Workers Union Ins. Trust v. Cigna Corp., ___ F.3d ___, 2011 WL 6880650 (7th Cir. (Ill.) Dec. 30, 2011), the U.S. Court of Appeals for the...more

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Wills, Trusts, & Estate Planning – May 24, 2012

Narrowed by: Commercial Law & Contracts