David Riedel

David Riedel

Adler Pollock & Sheehan P.C.

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Do Your Assets Include Unregistered Securities? This Asset Class Requires Special Planning

When it comes to estate planning, addressing all your assets should be a priority. However, certain assets require greater attention than others. For example, if your assets include unregistered securities, such as restricted...more

2/20/2024  /  Asset Class , Disclosure Requirements , Estate Planning , Financial Institutions , Grantor Retained Annuity Trusts (GRATs) , Hedge Funds , Investment Advisers Act of 1940 , Investment Companies , Investment Company Act of 1940 , Investors , Private Equity , Public Offerings , Restricted Stocks , Secondary Markets , Securities Act of 1933 , Securities and Exchange Commission (SEC) , Securities Exchange Act of 1934 , Trading Platforms , Trustees , Trusts , Unregistered Securities

Estate Planning Pitfall: You Didn’t Retitle Assets to be Included in a Trust

There are numerous benefits of using trusts in your estate plan. For example, trusts can maximize the tax code provisions shielding assets from gift and estate taxes, protect assets from the clutches of creditors or...more

1/23/2024  /  Estate Planning , Estate Tax , Gift Tax , Probate , Revocable Trusts , Tax Code , Trusts

The Long View of Long-Term Care Insurance

What are the chances that you or someone in your family — perhaps an elderly parent — will need long-term care assistance? According to the U.S. Department of Health and Human Services, roughly 70% of Americans aged 65 or...more

11/2/2023  /  Estate Planning , Healthcare , Insurance Industry , Long Term Care Insurance , Long-Term Care , Trusts , Wills

Glossary of Estate Planning Terms

Estate planning has a language of its own. While you may be familiar with common terms such as a will, a trust or an executor, you may not be as certain about others. For quick reference, here’s a glossary of terms you’re...more

5/16/2023  /  Asset Management , Beneficiaries , Estate Claims , Estate Planning , Trusts , Wealth Management , Wills

Estate Planning Pitfall: You Haven’t Coordinated Beneficiary Designations With Your Will

Perhaps you drafted your will years ago and it references many of your existing assets, including retirement plan accounts and life insurance policies. But you also have paperwork on file with the applicable financial...more

5/3/2023  /  Beneficiaries , Beneficiary Designations , Divorce , Estate Planning , Life Insurance , Marriage , Power of Attorney , Retirement Plan , Spouses , Trusts , Wills

Estate Planning Pitfall: You Haven’t Made Funeral Arrangements

No one likes to contemplate his or her own death but making funeral arrangements is a necessary evil of estate planning. Family members usually are distressed in the immediate aftermath of a loved one’s death....more

3/27/2023  /  Estate Planning , Funerals , Trusts , Wills

Comparing Inter Vivos and Testamentary Trusts

Creating and adhering to an estate plan is no simple task. Generally, the end goal of estate planning is to divide up and transfer assets to loved ones at a minimum or zero tax cost. Of course, a will is a good starting...more

3/9/2023  /  Asset Management , Estate Planning , Living Trust , Testamentary Trust , Trust Distributions , Trustees , Trusts , Wealth Management

Now’s the Time to Review Your Estate Plan

When you first dipped your toes into estate planning, you were probably told to start with a legally valid will, above everything else. Check. Next, you may have been advised to create an estate plan that incorporates your...more

10/17/2022  /  Estate Planning , Estate Tax , Income Taxes , Power of Attorney , Tax Deductions , Tax Planning , Trusts , Wills

Does Your Family Situation Call for a Spendthrift Trust?

You’ve likely spent most of your adult life accumulating wealth that you intend to eventually pass on to your loved ones. But are you concerned that the beneficiaries of your estate might squander their inheritance?...more

9/6/2022  /  Beneficiaries , Estate Planning , Estate Tax , Estate-Tax Exemption , Spendthrift Trusts , Succession Planning , Trusts

QTIP Trust: Strange Name, Powerful Trust

Granted, a QTIP trust is an odd sounding name for an estate planning technique. Nevertheless, it can be a valuable strategy, especially if you’re currently in a second marriage. The QTIP moniker is an acronym for the...more

8/16/2022  /  Beneficiaries , Estate Planning , Estate Tax , QTIP Trusts , Spouses , Surviving Spouse , Tax Planning , Trusts

Don’t Count Out the Bypass Trust

To paraphrase Mark Twain, the reported demise of the bypass trust may be greatly exaggerated. In fact, this estate planning technique is still a viable option for many individuals and may actually stage a “revival” in future...more

2/1/2022  /  Beneficiaries , Bypass Trusts , Estate Planning , Estate Tax , Estate-Tax Exemption , Successors , Trusts

You Can Relax if Your Estate Plan Includes a SPA Trust

During times of economic and tax law uncertainty, the more flexible your estate plan, the better. As some parts of the country are rebounding economically from effects of the COVID-19 pandemic, other areas continue to...more

12/27/2021  /  Asset Protection , Beneficiaries , Creditors , Domestic Asset Protection Trust (DAPT) , Estate Planning , Fraudulent Transfers , Limited Liability Company (LLC) , Power of Appointment , Trusts

Estate Planning Pitfall: You Haven’t Updated Your Estate Plan After a Move

Are you planning to move to a different state? It may be due to a change in jobs, a desire for a better climate, an opportunity to downsize or to be closer to your kids. In any event, you’ll have to cope with some hassles,...more

10/5/2021  /  Estate Planning , Executors , Power of Attorney , Relocation , State Taxes , Trusts , Wills

Family Education Trusts: Leave a Lasting Legacy For Your Heirs

Providing for the educational needs of your children, grandchildren and even future generations is an honorable estate planning objective. What are your options for achieving this goal? A 529 plan can be a highly effective...more

9/7/2021  /  529 Plans , Estate Planning , Estate Tax , Estate-Tax Exemption , Gift Tax , Income Taxes , Paying For College , Trusts , Tuition

Estate Planning Pitfall: You’ve Amended Your Will Yourself

Let’s assume you have a legally valid will but you’ve decided that it should be revised because of a change in your family’s circumstances. Perhaps all you want to do is add a newborn grandchild to the list of beneficiaries...more

8/3/2021  /  Beneficiaries , Beneficiary Designations , Elder Care , Estate Planning , Trustees , Trusts , Wills

Add Estate Planning Flexibility With Powers of Appointment

The best laid plans can go awry. Consider the estate plan you may have carefully crafted by taking into account the needs of your family members. After you’re gone, events may transpire that you hadn’t anticipated or couldn’t...more

7/20/2021  /  Beneficiaries , Capital Gains Tax , Estate Planning , Estate Tax , Power of Appointment , Trustees , Trusts

Estate Planning Pitfall: You Haven’t Provided a Password List To Relatives

If you’re like most people, you’ve probably encouraged your elderly relatives to list of all their assets and contact information, including passwords to online accounts. This will enable you or other family members to access...more

5/26/2021  /  Digital Assets , Estate Planning , Passwords , Social Media , Trusts , Wills

Family Advancement Sustainability Trust: A Flexible Trust That Can Achieve Many Estate Planning Goals

While, ultimately, you create an estate plan to meet technical objectives, such as minimizing gift and estate taxes and protecting your assets from creditors’ claims, you should also consider “softer,” yet equally critical,...more

5/11/2021  /  Asset Management , Asset Protection , Estate Planning , Estate Tax , Gift Tax , Irrevocable Life Insurance Trusts , Trusts , Wealth Management

Shh! This is a Silent Trust — Let’s Keep it Quiet

Generally, estate planning advisors recommend that you be upfront with family members about how you plan to divide your assets. For example, you might hold a family meeting or write a letter to accompany your will. However,...more

1/25/2021  /  Asset Management , Beneficiaries , Estate Planning , Inheritance , Trustees , Trusts

Estate Planning Pitfall: You Haven’t Created a Road Map for Your Estate Plan

You’ve probably spent a lot of time creating documents for your estate plan, including a will, trusts and a power of attorney. While these documents are essential for your plan, your family could also use a “road map” to...more

8/10/2020  /  Contacts List , Digital Assets , Estate Planning , Inventory , Letter of Instructions , Power of Attorney , Required Documentation , Trusts , Wills

Estate Planning Pitfall – Your Charitable Gifts Are Unrestricted

If you’re making sizeable donations to charity as part of your estate plan, your good intentions are clear. But how do you know the funds will be used to further the charity’s mission? There are no absolute guarantees...more

6/5/2020  /  Charitable Donations , Charitable Organizations , Compensation Restrictions , Estate Planning , IRS , Local v State Laws , Trusts , Wills

Insight on Estate Planning - February/March 2020: Executors and trustees: The name game

It’s important to name executors and trustees who can provide the necessary expertise in handling assets and duties. This article details the duties of an executor and a trustee. A sidebar explains the need to name successors...more

2/12/2020  /  Estate Planning , Executors , Fiduciary Duty , Personal Representatives , Trustees , Trusts , Wills

Insight on Estate Planning - February/March 2020

Inside this Issue: - Executors and trustees: The name game - What are the benefits of a durable power of attorney? - Digital assets and your estate plan: This asset type requires special planning - ESTATE PLANNING...more

2/3/2020  /  Digital Assets , Durable Power of Attorney , Estate Planning , Executors , Hidden Assets , Trustees , Trusts , Wills

Insight on Estate Planning - Year End 2019: Estate Planning Pitfall - You haven’t addressed pets in your estate plan

Pet trusts have been around for decades, but they’ve been gaining in popularity the last few years. In fact, they’re now available anywhere in the country. This brief article explains how a pet trust works....more

12/11/2019  /  Beneficiaries , Estate Planning , Pets , Trusts

Insight on Estate Planning - Year End 2019: 7 deadly estate planning sins

According to literature, the “seven deadly sins” are lust, gluttony, greed, laziness, wrath, envy and pride. Although individuals may be guilty of these from time to time, other types of “sins” can be fatal to an estate plan...more

12/6/2019  /  Beneficiary Designations , Best Practices , Estate Planning , Transfer of Title , Trust Assets , Trusts
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