Adler Pollock & Sheehan P.C.

One Citizens Plaza 8th Floor
Providence, Ri 02903-1345, United States

  • 401.274.7200
  • 401.751.0604

Estate Planning Pitfall - You haven’t planned for incapacity

Most estate plans focus on what happens after death — but a plan is incomplete if arrangements haven’t been made in the event of mental incapacity. If the plan doesn’t specify how these decisions will be made, and by whom, a…more
| Wills, Trusts, & Estate Planning

Charitable deductions: Substantiate them or lose them

Qualifying for a charitable deduction is, in some respects, a matter of form over substance. The IRS could disallow a deduction, even if it’s otherwise legitimate, if the donor fails to follow the substantiation requirements to…more
| Taxation, Wills, Trusts, & Estate Planning

Will your estate plan benefit from a trust protector?

Even though one may appoint a trustee to oversee distribution of a trust’s assets, it’s possible to go a step further by appointing a trust protector. This person will serve as an overseer of the trustee’s actions. Taking this…more
| Wills, Trusts, & Estate Planning

Saving for college is also good for your estate plan

A 529 plan is one of the most powerful and flexible tools available for college savings, but it also provides some unique estate planning benefits. This article explains how 529 plans work for savings purposes, but also notes…more
| Education, Finance & Banking, Taxation, Wills, Trusts, & Estate Planning

Insight on Estate Planning - Year End 2014

In This Issue: - Saving for college is also good for your estate plan - Will your estate plan benefit from a trust protector? - Charitable deductions: Substantiate them or lose them - Estate Planning…more
| Taxation, Wills, Trusts, & Estate Planning

Coming Soon: The Rhode Island Quasi-Public Corporations Accountability and Transparency Act

Lawyers, accountants and others involved with the more than 20 quasi-state entities here in Rhode Island should be aware that the State Department of Administration Bureau of Audits has begun preparing for the January 1, 2015…more
| Administrative Law, Business Organizations, Commercial Law & Contracts

Legality of Upfront Tenant Fees

A recent Massachusetts federal district court case has placed a significant limitation on the type of upfront fees that landlords may charge tenants. On August 26, 2014, Judge Rya Zobel ruled that Equity Residential, a…more
| Civil Procedure, Civil Remedies, Commercial Law & Contracts, Real Estate - Residential

Estate Planning Pitfall: Watch out for IRA traps

An IRA can be a valuable estate planning tool, offering tax-deferred growth (tax-free in the case of a Roth IRA) and asset protection. But two recent developments create traps for the unwary: the “one-rollover-per-year” rule and…more
| Finance & Banking, Taxation, Wills, Trusts, & Estate Planning

Good intentions: Don’t let asset transfers run afoul of the law

With the current estate tax regime of a high gift and estate tax exemption amount and low estate tax rates, transferring wealth is becoming the focus of estate planning rather than reducing estate tax liability. And with asset…more
| Taxation, Wills, Trusts, & Estate Planning

Now’s the time for a charitable lead trust

Affluent families who wish to give to charity while minimizing gift and estate taxes should consider a charitable lead trust (CLT). These trusts are most effective in a low-interest-rate environment, so conditions for taking…more
| Taxation, Wills, Trusts, & Estate Planning

The Crummey trust: Still relevant after all these years

Traditionally, trusts used in estate planning contain “Crummey” withdrawal powers to ensure that contributions qualify for the annual gift tax exclusion. Now that the gift and estate tax exemption has reached a higher level,…more
| Taxation, Wills, Trusts, & Estate Planning

Insight on Estate Planning - October/November 2014

In This Newsletter: - The Crummey trust: Still relevant after all these years - Now’s the time for a charitable lead trust - Good intentions: Don’t let asset transfers run afoul of the law - Estate Planning…more
| Taxation, Wills, Trusts, & Estate Planning

Fast Five: Rhode Island Appellate Practice - September 2014

In a case of first impression, the Rhode Island Supreme Court held that a doctor who was hired by a third party to provide an opinion about a patient based solely on his review of the patient’s records did not owe a duty of care…more
| Civil Procedure, Personal Injury

HealthCare Fraud and Courtesies: What to Know Before Waiving a Copayment

Many healthcare facilities and physicians waive the insurance copayment for physicians and their families (known as professional courtesy) or other patients. Yet, despite how prevalent the practice is and the limited…more
| Health, Insurance, Government Contracting

Fast Five: Rhode Island Appellate Practice: The McAuslan Doctrine

In its decisions this term, the Rhode Island Supreme Court addressed at length the McAuslan Doctrine, a judicial exception to the general rule that interlocutory orders are not immediately reviewable. The Court’s decisions…more
| Civil Procedure
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50-100 Attorneys

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