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Estate Planning › UTMA

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 -
DarrowEverett LLP

Trust Me. You Need a Trust.

DarrowEverett LLP on

So, you finally sat down to start your estate plan but have heard so many conflicting points about wills and trusts that you don’t know where to start. If you are choosing between a trust and a will, you’re not alone. One of...more

Tarter Krinsky & Drogin LLP

What You Need To Know About Giving Annual Gifts To Children And Grandchildren

Tarter Krinsky & Drogin LLP on

Many of our clients like to make annual gifts to their children and grandchildren. Such gifts may be subject to a gift tax (to be paid by the donor,) however, federal law offers certain exceptions that can help gift givers...more

Kramer Levin Naftalis & Frankel LLP

Benefits of Trusts Over 529 Plans and UTMA (Custodial) Accounts for Children and Grandchildren

Kramer Levin Naftalis & Frankel LLP on

When parents and grandparents (or other generous benefactors) want to transfer wealth to a minor child, the primary decision they will face is whether to set up a Section 529 Plan, a custodial account under the Uniform...more

Bond Schoeneck & King PLLC

Trust and Estate: Changes made to the Florida Uniform Transfers to Minors Act

Bond Schoeneck & King PLLC on

Every spring, the Florida legislature meets in regular session, and seemingly in every session significant changes are made to Florida’s trust and estate laws. Once again in 2015 changes were made to the Florida Uniform...more

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