Adler Pollock & Sheehan P.C.

Estate Planning Pitfall: Your documents are hard to find

No matter how much time is invested in designing an estate plan, one’s efforts will be for naught if his or her family can’t find essential documents in case of death or incapacitation. This article offers several tips for…more

| Wills, Trusts, & Estate Planning

A family bank professionalizes intrafamily lending

Too often, people lend money to family members with little planning and regard for potential unintended consequences. But a “family bank” can enhance the benefits of intrafamily loans, while minimizing the risks. A family bank…more

| Finance & Banking, Taxation, Wills, Trusts, & Estate Planning

ABCs of HSAs: Learn how an HSA can benefit your estate plan

One health care arrangement that has been soaring in popularity in recent years has been the pairing of a high-deductible health plan (HDHP) with a Health Savings Account (HSA). The good news is that not only is an HSA a viable…more

| Health, Wills, Trusts, & Estate Planning

Insight on Estate Planning - April/May 2014

In This Issue: - Boosting your estate planning power: How to “supercharge” a credit shelter trust - ABCs of HSAs: Learn how an HSA can benefit your estate plan - A family bank professionalizes intrafamily…more

| Taxation, Wills, Trusts, & Estate Planning

Fast Five: Rhode Island Appellate Practice - April 2014

RHODE ISLAND BUSINESSES:ARE YOU TOO CONTROLLING? Your employees, but not your independent contractors, may think so. A Rhode Island Supreme Court decision this term serves as an important reminder for businesses…more

| Civil Procedure, Labor & Employment Law, Personal Injury

Fast Five: Rhode Island Appellate Practice - February 2014

TRIAL COURTS MAY NOT CIRCUMVENT SUPREME COURT’S EXCLUSIVE JURISDICTION TO ENLARGE TIME FOR APPEAL. In an order this term, the Rhode Island Supreme Court held that the Family Court exceeded its authority when it vacated…more

| Civil Procedure, Family Law

Estate Planning Pitfall - You’ve chosen your executor hastily

Choosing the right executor — sometimes known as a “personal representative” — is critical to the smooth administration of an estate. Yet many people treat this decision as an afterthought. Given an executor’s many…more

| Wills, Trusts, & Estate Planning

Power of attorney abuse: What can you do about it?

A financial power of attorney — sometimes called a “power of attorney for property” or a “general power of attorney” — can be a valuable planning tool. But it’s susceptible to abuse by scam artists, dishonest caretakers or…more

| Wills, Trusts, & Estate Planning

The BDIT A: trust with a twist

The beneficiary defective inheritor’s trust (BDIT) is a powerful estate planning tool that allows enjoyment of the benefits of a traditional trust without giving up control over the property. BDITs are particularly effective for…more

| Taxation, Wills, Trusts, & Estate Planning

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