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

by Jaburg Wilk on 5/9/2012

As higher education costs continue to escalate, parents or grandparents may look to different savings vehicles for their children’s college fund. The IRS, under section 529, provides parents with the opportunity for a higher...more

by Ashok Abbott on 2/15/2012

Recent publication of the Discount for Lack of Marketability(DLOM) Job aid for IRS Valuation Professionals has brought fresh scrutiny to the various methods used by valuation practitioners for determining discount for lack of...more

by Ronald Adams on 1/12/2012

Unless you don’t watch TV or use the Internet, you have probably heard of the popular movie and book, “The Girl with the Dragon Tattoo,” written by a Swedish investigative journalist, Stieg Larsson - This is an interesting...more

by Charles E. Rounds, Jr. on 1/1/2012

Next year, 2013, marks the 20th anniversary of the judicial/political resolution of the final controversy over the administration and disposition of a certain Massachusetts-sited trust established under the will of Benjamin...more

by Ronald Adams on 12/15/2011

Don’t make the mistake of viewing estate planning as a post-death issue; with the right person taking care of you and your affairs, the value of a well-drafted Trust will likely become evident while you are still able to...more

by Ronald Adams on 11/21/2011

Thank you to everyone that attended our Successor Trustee Workshop on November 17th, 2011. It was a great success! Below is the presentation that attorney Ron Adams gave. If you have any questions about this presentation...more

by Charles E. Rounds, Jr. on 11/1/2011

The process of paralegalizing the American legal academy is now complete. It was inevitable. A course in Contracts does not a complete lawyer make. The curricular marginalization of two of the other critical enforceable...more

by Ronald Adams on 10/11/2011

If a relative or friend has named you to be the successor trustee of their trust (or to be the personal representative of their estate, if they have only a Will), you may feel honored by their confidence in you but uncertain...more