Adler Pollock & Sheehan P.C.

Estate Planning Pitfall: You’ve videotaped your will

Technology enables a deceased person to express wishes to his or her assembled family from beyond the grave, but states generally require wills to be physical documents that are written, signed and properly witnessed during a…more
| Wills, Trusts, & Estate Planning

Is a donor-advised fund right for you?

Those who make sizable gifts to charitable causes can realize personal rewards from their generosity and claim a deduction on their tax returns. One drawback is that, once the money or assets are contributed, they generally have…more
| Nonprofit Law, Taxation, Wills, Trusts, & Estate Planning

Maintaining family harmony: Balance beneficiaries’ needs with a total return unitrust

A traditional trust can sometimes create a conflict among the lifetime and remainder beneficiaries. This makes it more difficult for an estate plan to achieve its objectives and places the trustee in a difficult position. The…more
| Wills, Trusts, & Estate Planning

Stretch out estate tax on business interests

Frequently, heirs of successful entrepreneurs are forced to sell off business interests at “fire sale” prices to help pay federal estate taxes. To alleviate the tax strain, Internal Revenue Code Section 6166 allows heirs to…more
| Business Organizations, Insurance, Taxation, Wills, Trusts, & Estate Planning

Insight on Estate Planning - February/March 2017

In This Issue: - Stretch out estate tax on business interests - Maintaining family harmony: Balance beneficiaries’ needs with a total return unitrust - Is a donor-advised fund right for you? - Estate planning pitfall:…more
| Taxation, Wills, Trusts, & Estate Planning

Estate Planning Pitfall: You’re donating high-basis stock to charity

As the end of the year approaches, many may begin thinking about making gifts to qualified charitable organizations as a way to reduce potential estate and income tax liability while supporting a worthy cause. This brief article…more
| Securities Law, Taxation, Wills, Trusts, & Estate Planning

Preparing for a new year: Take time now for a quick estate plan review

Year end is the time to make certain estate planning provisions to protect the interests of heirs and minimize potential estate tax liability. It’s also a good time to conduct a quick review of your estate plan. This article…more
| Wills, Trusts, & Estate Planning

If it’s broken, fix it! Trusts that no longer achieve their objective can be repaired

What with changing life circumstances and new tax laws, not to mention potential mistakes made when an estate plan was first drafted, the trusts used in the plan may now be “broken.” This article details why trusts break and…more
| Wills, Trusts, & Estate Planning

6 estate planning techniques for blended families

A “blended family” is more than just a staple of TV sitcoms. Today, it’s not unusual for a household to include children and even grandchildren from prior marriages, as well as adopted family members or same-sex couples. These…more
| Wills, Trusts, & Estate Planning

Insight on Estate Planning - Year End 2016

In This Issue: - 6 estate planning techniques for blended families - If it’s broken, fix it! Trusts that no longer achieve their objective can be repaired - Preparing for a new year: Take time now for a quick…more
| Wills, Trusts, & Estate Planning

Supreme Court Affirms Dismissal of Case That Resulted From Counsel’s Failure to Ensure Accurate Contact Information in Electronic Filing Portal

In the first Rhode Island Supreme Court decision to address the Rhode Island Judiciary’s new electronic filing system, the Court cautioned counsel to confirm the accuracy of their service contact information to ensure receipt of…more
| Civil Procedure

Estate Planning Pitfall - You haven’t addressed pets in your estate plan

Pet owners in all 50 states can now make provisions for their animals through a trust. This “pet trust” allows owners to set aside funds for the animal’s care. After the pet dies, any remaining funds are distributed among one’s…more
| Wills, Trusts, & Estate Planning

Arrange your RMDs before year end

Per IRS rules, people must begin taking required minimum distributions (RMDs) from their retirement plans and IRAs beginning April 1 of the year after the year in which they turn age 70½. And they must continue taking RMDs year…more
| Taxation

Should your powers of attorney be springing or nonspringing?

A power of attorney (POA) is an important component of an estate plan because it provides details for making critical financial and medical decisions if a person becomes incapacitated. This article defines a POA and explains the…more
| Wills, Trusts, & Estate Planning

Gift giving made easy - Annual exclusion reduces your taxable estate

How can a person reduce the size of his or her taxable estate? There are many ways to accomplish this objective, including the use of irrevocable trusts and other sophisticated estate planning techniques. But one of the most…more
| Taxation, Wills, Trusts, & Estate Planning
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