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Protecting Against Elder Financial Abuse
A trust may be the most effective solution. There’s no way to know the extent to which elder financial abuse takes place. However, anecdotal experience suggests that it’s common. Elder financial abuse...
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Planning for a Retirement Abroad
Help your clients understand the investment, income tax and estate-planning consequences. More U.S. citizens are retiring outside of the United States than ever before. The U.S. Social Security...
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Post-Divorce Checklist
What your client needs to protect herself, her assets and her loved ones. Divorce can frequently be an overwhelming process, riddled with emotion, decisions and paperwork. It’s easy for your client to...
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Starting a New Law Firm While Young And Female
One attorney’s journey. This past September, I was privileged to participate in a panel discussion entitled “Women & Wealth: Planning Challenges and Strategies for Female Clients.” The event was...
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Planning Tips for Women Tackling Divorce
Make sure your female clients are taking the necessary steps. Special considerations exist for women navigating through a divorce. Often, these considerations are connected to your female clients’...
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Private (Non-Charitable) Foundations in the United States
Wyoming versus New Hampshire—useful additions or confusing propositions? One thing you can say about individuals living in the United States: We seem to be endowed with a certain entrepreneurship,...
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How to get Published in Trusts & Estates Breakfast
How to get Published in Trusts & Estates and on WealthManagement.com Orlando World Center Marriott (During the 2020 Heckerling Conference) Wednesday, January 15, 2020 8:00 – 8:45 am | Cost:...
View ArticleDecember 2019 Issue
Program Trusts & Estates Primary category Trusts & Estates Publish Date Dec 03, 2019 What’s Happened to Settlor Intent, Planning for Retirement Abroad, Planning Tips for Women Tackling...
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A Year of Growth
Significant developments for international estate planners. Professionals who engage in international estate planning faced growth and change in 2019, thanks to increasingly global clients and the Tax...
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Continued Uncertainty
We’re seeing sustained positive, but slowing, global economic growth. Year-to-date stocks are up 22%, and bonds are up 8%.1 It’s quite unusual for stocks and bonds to both be having such strong years....
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The Definition of a Successful Estate Plan
An emotional tug of war may exist between the client’s wishes and the attorney’s satisfaction. How does one define a successful estate plan? I started to think about what factors would contribute to...
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Challenging Times for Philanthropic Planning
It’s now harder for some donors to know what and when to give and the best vehicle to use. The past year has been another challenging one for those who advise clients who would like to make...
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No Thank You
Tax, legal and practical consequences of charitable gifts returned to donors. Keep a fable by short story writer Ambrose Bierce in mind when considering all analyses:1 An Associate Justice of the...
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The Retirement Savings Adventures Continue
The proposed SECURE Act tosses a match into the IRA gas can, and other developments. The pending Setting Every Community Up for Retirement Enhancement (SECURE) Act will be a game changer when it comes...
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The Calm Before the Oncoming Election Train
Cracks appear for breaching the tax-affecting wall. Last year was relatively quiet in the valuation arena. However, for those looking for inchoate signs of change, the prospects for a significant...
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The State of the States: 2019
An update on key planning developments. State legislatures have been very busy on several trust and estate related fronts. Here’s an update on some key planning developments across the country,...
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Which Trust Situs is Best in 2020?
Navigating the future of multigenerational planning. In our view, the four top-tier trust jurisdictions for 2020 (listed chronologically by the year they adopted their Rule Against Perpetuities (RAP)...
View ArticleJanuary 2020 Issue
Program Trusts & Estates Primary category Trusts & Estates Publish Date Dec 23, 2019 Gating level paid premium Promote in Site List Promote in RSS: Promote in Google News: Syndicate: Target...
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Tips From the Pros: Focus on “Fair” Value, Discard “Discounts” From the...
James I. Dougherty suggests practitioners look beyond the overall discount percentage and instead keep current with developments on valuation issues. As a long time reader of and author for Trusts...
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Electronic Wills Have Arrived
A new uniform act provides some guidance to practitioners. Every day, millions of people read the news, shop, buy tickets to anything and everything, play games, watch movies and television shows,...
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