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Estate Planning › Pending Legislation › Beneficiaries

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
Winstead PC

New Texas Bill Would Provide Release Relief To Trustees Who Deliver Adequate Accountings Without A Timely Objection By The...

Winstead PC on

A recent bill has been submitted that would provide a trustee release relief for transactions described in an accounting where a beneficiary fails to timely object to the accounting and there is no fraud, intentional...more

Flaster Greenberg PC

SECURE Act May Put A Stop To Most Stretch Individual Retirement Account Planning

Flaster Greenberg PC on

Good things come when you least expect them, but for wealthy retirees and their children and grandchildren, the Setting Every Community Up for Retirement Enhancement (SECURE) Act (passed in the United States House of...more

Cohen Seglias Pallas Greenhall & Furman PC

IRA News: Beware, the IRS May be Your New Biggest Beneficiary

Cohen Seglias Pallas Greenhall & Furman PC on

In May, the U.S. House of Representatives passed the “Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019.” If it becomes law, the SECURE Act will bring changes for individuals with retirement accounts....more

BCLP

RIP Stretch Inherited IRA?

BCLP on

While the Setting Every Community Up for Retirement Enhancement Act of 2019 (the “SECURE Act”) has not yet been enacted, there are many who anticipate that it will be enacted by year end, primarily because it passed the House...more

Pillsbury Winthrop Shaw Pittman LLP

Nine Estate Planning Tips to Prepare for 2019

Pillsbury Winthrop Shaw Pittman LLP on

There have been a number of significant estate planning developments in 2018 which will help clients prepare for 2019. The historically high increased exemption amounts for gift, estate and generation-skipping transfer...more

Patterson Belknap Webb & Tyler LLP

NPRA Redux: Proposed NPCL Amendments Approved by Senate and Assembly

Patterson Belknap Webb & Tyler LLP on

The New York State Assembly and Senate have passed a bill that, if signed by the Governor, would amend the Not-for-Profit Corporation Law (the “NPCL”) and the Estates, Powers and Trusts Law (the “EPTL”) to clarify and refine...more

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