News & Analysis as of September 18, 2024

Estate Tax › Estate Claims

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Estate taxes, also known as inheritance or death taxes, are taxes on an individual's right to transfer property at death.

Best Advice to Avoid Common Estate Planning Mistakes

Burns & Levinson LLP on 12/8/2023

In my practice, I am fortunate to serve clients in developing tailored estate plans as well as administering the estates of recently deceased loved ones. This dual perspective exposes some common pitfalls that can undermine...more

Golden Visas and Estate Planning: How You Can Travel and Create Generational Wealth Over-Seas

Burns & Levinson LLP on 9/7/2023

Didn’t get to travel to Europe this summer? Dreaming of retiring abroad? Have a child who is starting school internationally? It is not too late to head overseas and explore the unique benefits of alternative residences...more

The Estate Planner, November/December 2022

Shumaker, Loop & Kendrick, LLP on 10/25/2022

Rising rates spark interest in charitable remainder trusts - If you wish to leave a charitable legacy while generating income during your lifetime, a charitable remainder trust (CRT) may be a viable solution. In addition...more

Would You Judge This Judd?

Burns & Levinson LLP on 8/3/2022

Recent online articles have widely reported that Naomi Judd allegedly left nothing in her will to her two daughters, Wynonna and Ashley Judd, and appointed her husband of 33 years, Larry Strickland, as the executor of her...more

The Fiduciary Exception to the Attorney-Client Privilege: Whose Privilege is it in Litigation?

Spilman Thomas & Battle, PLLC on 9/9/2015

The attorney-client privilege is a cornerstone of the legal practice. The privilege protects the confidentiality of communications between a client and an attorney from disclosure to a third party when the communications are...more

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