This article contains a concise discussion of issues pertaining to whether or not a surviving spouse should file an estate tax return when the first spouse dies in 2011 or 2012…more
This article contains a concise discussion of estate planning issues under the new tax act for persons dying after 12/31/2010…more
This article contains a concise discussion of issues pertaining to retaining a business interest in an irrevocable trust and the trustee's duty to diversify trust investments…more
This article contains a concise discussion of possible ramifications of failure of a married couple to understand the terms of their trust in light of the current uncertain federal estate tax situation…more
The article contains a concise summary of the basis step-up rules for property acquired form a person dying in 2010…more
This article contains a concise discussion of some issues pertaining to designating a revocable trust as owner of an after tax annuity…more
This article contains a concise summary of the constitutional issue which would arise if Congress were to retroactively reinstate the Federal Estate Tax…more
This article contains a concise discussion of issues pertaining to life insurance held in an irrevocable trust for the spouse of the insured in a community property state…more
This article contains a concise discussion of issues pertaining to transferring assets to a revocable trust…more
This article contains a concise discussion of ethical considerations pertaining to one lawyer preparing a joint estate plan for a husband and wife…more
This article contains a concise discussion of issues pertaining to establishing a gifting program of interests in a Limited Liability Company…more
This article contains a concise discussion of issues pertaining to a retirement plan at the death of the owner…more
A concise discussion of issues relating to delaying in establishing an estate plan…more
A concise discussion of issues pertaining to whether better protection is given of individuals in a court-supervised probate than in a revocable trust which avoids probate…more
A concise discussion of issues relating to step up in basis of assets at the death of an owner…more
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