January 24th, 2022
Trusts & Estate’s Magazine February 2021 Lawyers have long heard that they’ll be replaced by technology; however, over the past years, law firms have remained busy. The reality, however, is […]
January 24th, 2022
Originally posted on wealthmanagement.com On Nov. 2, 2017, the House Ways and Means Committee issued H.R. 1, called “Tax Cuts and Jobs Act.” The proposed bill itself is about 430 […]
January 24th, 2022
Trusts & Estate’s Magazine July 2014 Planning for the challenges of aging and disability is an integral part of what every estate planner addresses. However, what exactly does this […]
January 4th, 2022
Originally posted on Forbes.com Changing Winds of Tax Legislation Congress was considering tax changes that would have triggered capital gains tax on death, when gifts were made, and […]
January 4th, 2022
Originally posted on Forbes.com A recent Tax Court Case, Smaldino V. Commissioner Of Internal Revenue, T.C. Memo. 2021-127, November 10, 2021 has lots of important lessons on how to […]
December 16th, 2021
Originally posted on wealthmanagement.com A recent unpublished opinion by the U.S. Court of Appeals for the Fourth Circuit, Estate of Wellin v. Farace et al., WL 5445968 (Nov. 22, 2021), […]
December 16th, 2021
Originally posted on Forbes.com So, you have an irrevocable trust (or several) and you want to take a loan from the trust. While that might sound simple it really […]
December 1st, 2021
This article was originally posted on the ABA Real Property, Trusts and Estates Law Section RPTE E-Report and can be accessed as here. By: Martin M. Shenkman, Esq. and Joy Matak, […]
November 11th, 2021
This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #2854. With the results of the Georgia runoff election, the Democrats control the House, the Senate […]
November 11th, 2021
This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #296. Charitable remainder trusts (CRTs) are probably the most common type of trust where interests are […]