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’re planning to retire abroad

People who have dreamed of spending their golden years in a tropical paradise or a culture-rich European city should discuss their plans with their advisor before making a move. It’s important to understand the potential tax and…more
| International Law & Trade, Real Estate - Residential, Taxation, Wills, Trusts, & Estate Planning

Avoiding undue influence claims

A primary purpose of estate planning is to ensure that wealth is distributed according to one’s wishes after death. But if a family member challenges the plan, that purpose may be defeated. If the challenge is successful, a…more
| Wills, Trusts, & Estate Planning

Get smart when tackling estate planning for intellectual property

How should one account for intellectual property (IP), such as a patent or copyright, in their estate plan? These intangible assets can be highly valuable, and they should be handled according to the owner’s wishes. This article…more
| Intellectual Property, Wills, Trusts, & Estate Planning

Estate planning for young families - Flexibility is the key

Younger taxpayers are faced with a dilemma: Should they minimize gift and estate taxes through lifetime gifts? Or, should they keep assets in their estates to help ease the potential income tax burden on their heirs? The right…more
| Taxation, Wills, Trusts, & Estate Planning

Insight on Estate Planning - February/March 2015

In This Issue: - Estate planning for young families: Flexibility is the key - Get smart when tackling estate planning for intellectual property - Avoiding undue influence claims - Estate Planning Pitfall: You’re…more
| Intellectual Property, Taxation, Wills, Trusts, & Estate Planning

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
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Areas of Practice
  • Administrative Law
  • Alternative Dispute Resolution (ADR)
  • Appellate Practice
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  • Taxation
  • Toxic Torts
  • Wills, Trusts, & Estate Planning
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Locations
Other U.S. Locations
  • Massachusetts
  • New Hampshire
  • Rhode Island
Number of Attorneys

50-100 Attorneys

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