Lower Estate Taxes, Tougher Estate Planning
If you’re like most people, you probably think of your estate plan in earnest every…
Browsing: Estate Planning
The Impact of an $11,200,000 Exemption
On January 1, 2018, pursuant to the Tax Cuts and Jobs Act of 2017, the…
Trading Expertise for Trust
Not that long ago, I was part of a panel discussion on the subject of…
It Doesn’t Always Work Out
I love to see families become closer, healthier, more productive and more impactful. I love…
The Problem with Staging Distributions or Withdrawal Rights
Early in my career I remember a couple talking about how brilliant their attorney was…
Who Should Be Trustee? Part 4 — Trustees for Young Adults
This is the fourth in a series of posts regarding the appointment of trustees. Links…
Who Should Be Trustee? Part 3 — Trustees for Minor Children
This is the third in a series of posts on Who Should Be Trustee? For…
Reflections on the “Estate Planning” Industry
Last month I attended the Heckerling Institute — considered by many to be the premiere…
Who Should Be Trustee? Part 2 – Independent Trustees or Family Members?
Part 2 of this series focuses on appointing independent parties vs. family members or beneficiaries in the role of trustee.
Who Should Be Trustee? Part 1
It’s one of the most important questions any estate planning attorney can ask — but…