Read Wills, Trusts, & Estate Planning updates, articles, and legal commentary from leading lawyers and law firms:
The Greatest Gift: Your Individual + Family Estate Plan
The 2010 Tax Relief Act and your estate plan
Are your estate planning documents protecting your assets?
Same-Sex Marriage Cases in 90 Seconds
Should you Opt-Out of the Voluntary Disclosure Program?
Death and Foreign Asset Disclosure. What you don't know can cost you…a lot
Safeguard Your MVA: Devising a Business Succession Plan that will Preserve your Most Valuable Asset
Divorce can be costly, especially when it reveals undisclosed foreign assets.
Estate Planning: Wills, Trusts, & Power of Attorney in Arizona - Putting Family First
Foreign Asset Disclosure Program
Asbestos defendants are one step closer to greater transparency regarding the often illusive bankruptcy trust claims and payments. On Wednesday, November 13, 2013, the U.S. House of Representatives passed H.R. 982, the...more
Which American president was the first to incorporate arbitration as a dispute resolution method in his will?
Every lawyer swears an oath to maintain the secrets of clients. This is the client’s guarantee that when he...more
As of the date of this posting, seven states have recently passed laws and at least eighteen other states are considering new laws granting fiduciary access to an incapacitated or deceased person’s online accounts and other...more
In this Issue:
- Limited Liability Companies — The Best of All Worlds?
- Employees Are Responsible for Beneficiary Designations
- Protect Your Plastic
- HOA Can Regulate Common Area
The Health Insurance Portability and Accountability Act (HIPAA) as amended by the Health Information Technology for Economic and Clinical Health Act (HITECH Act) contains the HIPAA Privacy and Security rules....more
When a loved one passes away, a crucial step in minimizing the risk of identity left is to notify the proper entities, such as government and credit reporting agencies, banks, and creditors of your loved one's death....more
Identity theft not only violates its victim's privacy rights, but often presents overwhelming challenges which can take years to repair the damage inflicted on one's credit and financial records. To add pain to misery, today...more
The U.S. Court of Appeals for the 11th Circuit recently ruled that a Florida law requiring nursing homes to disclose patient records of deceased patients was preempted by the Health Insurance Portability and Accountability...more
It has always been difficult to make determinations regarding what information can be provided to a family member once a patient or long-term care resident has passed away....more
In This Issue:
- Does your trust need a protector?
- Privacy, please! Keep family matters out of the public eye by avoiding probate
- Consider a “stretch” to maximize and preserve IRA benefits
- Estate Planning...more
The issue of confidentiality in offshore financial centres is high on the agenda in the financial press. Whether it is banking secrecy or the disclosure requirements governing the establishment of offshore companies and...more
In This Issue:
From the desk of Rionda Y. Godet; Newest Addition; and The Data Protection Act.
From the desk of Rionda Y. Godet
With Christmas right around the corner, this means we’ve come quite some distance...more
Methodology of organizing succession and managing the family estate and immaterial property with an proactive management of conflicts...more
Greetings Kenneth Vercammen,
1. Recent Cases: Police Should Not Destroy Initial Notes. State v. W.B. 205 NJ 588 (2011)
After producing their final reports, law enforcement officers may not destroy contemporaneous...more
Should you attend that living trust seminar? They'll buy you a free lunch! Think about your privacy issues, whether their goals and yours are the same... and whether that lunch is not free after all. ...more
Two estate planning documents that everyone should have, which can be effective any time during your lifetime, not just after death....more
Have you considered who will be making health care decisions for you if you cannot make them yourself? Under the Health Care Surrogate Act, 755 ILCS 40/1, the State of Illinois has established a plan for your decision-making...more
The importance of advanced directives are covered from the definition to living wills,durable power of attorney and more.The AD is one of the single most important decision you will ever make in your lifetime so it needs to...more
This document contains links to an article concerning an investigation by CBS Evening News into privacy concerns associated with digital office copiers....more
Asset protection planning involves the application of a series of lawful techniques that will protect your assets from claims of future creditors. The techniques are designed to deter potential creditors from going after your...more
Transferring a family business to the next generation can provide a family a wonderful way to keep the business in the family. But the tax consequences can be catastrophic unless steps are taken to minimize, or avoid, the...more
Everyone should consider having, at the very least, two (2) basic estate planning documents. Here's why.....more
There are at least three good reasons to establish your estate plan now. Here they are.....more
Exploring the benefits of setting up a lottery trust to protect the privacy of winners....more
Asset Protection basics that every attorney, advisor and CPA should know. Written as an educational piece for both advsiors and thier clients....more