Search Results (2202)
Documents on Trusts And Estates
Show: results per page
|Pennsylvania’s Revised Power of Attorney Act: Major Changes May Not Necessitate Revising Your Power of Attorney|
Warren W. Ayres, Paul C. Heintz, Barbara E. Little, Janene B. Reilly, Nina B. Stryker; Obermayer Rebmann Maxwell & Hippel LLP;
May 27, 2016, previously published on Spring 2016You may have read about the overhaul of the Pennsylvania laws governing Powers of Attorney used for financial and property transactions. Even though the revisions are extensive, your current Power of Attorney may be perfectly fine. Here is what you need to know to ensure that your documents are...
|Victories on the Horizon for the Holder Community?|
Brooke E. Ehrman, Marc J. Musyl, Sarah Niemiec Seedig; Greenberg Traurig, LLP;
May 19, 2016, previously published on April 29, 2016In recent years, states have become more and more aggressive in pursuing unclaimed property as a means of increasing revenue without increasing taxes. States have enacted and modified unclaimed property legislation expanding the scope of what constitutes escheatable property, shortening applicable...
|Price And Why Most Everyone Should Have An Estate Plan!|
Law Offices of John D. Williams;
May 16, 2016, previously published on May 05, 2016Prince's Estate: Lack of a Will or Estate plan will mean huge attorneys' fees, court costs, litigation costs, taxes, delay, heartache and long delays of years for the beneficiaries.
|Court Allows Time-Traveling QDRO to Evade Legal Requirement|
Antoinette M. Pilzner; McDonald Hopkins LLC;
May 16, 2016, previously published on April 19, 2016Divorcing couples who want to divide qualified retirement plan benefits accrued during the marriage can only do so through a qualified domestic relations order submitted to the plan. Under both ERISA and the Internal Revenue Code, a qualified domestic relations order cannot require the qualified...
|ABLE Accounts for Families with Disabled Individuals: Important Considerations|
Brian R. Selvin; Greenbaum, Rowe, Smith & Davis LLP;
April 25, 2016, previously published on April 2016Although a majority of states, including New Jersey, have enacted legislation establishing ABLE programs, none have gone into effect to date. New Jersey is scheduled to begin offering ABLE accounts in October of 2016.
|What a Revocable Living Trust Can and Can't Do For You|
Jeanette M. Dostie; Suisman Shapiro Attorneys-at-Law;
March 23, 2016A revocable living trust (or RLT) is a widely used estate planning device, often promoted in magazine articles and at seminars. There is no doubt that individuals and couples can achieve substantial benefits, both tax and non-tax, through the use of revocable living trusts. It is important,...
|Store Credits Not Subject to Unclaimed Property, Says California Court|
Wilson G. Barmeyer, Holly H. Smith, Phillip E. Stano, Steuart H. Thomsen, Mary Jane Wilson-Bilik; Sutherland Asbill & Brennan LLP;
March 15, 2016, previously published on March 15, 2016In a decision with potentially broad implications, a California Superior Court has held that merchandise credits not redeemable for cash are not subject to California's Unclaimed Property Law (UPL). The court also held that these credits qualified for exemption under the California unclaimed...
|The New New Jersey Uniform Trust Code: Creating Uniformity for Beneficiaries, Trustees and the Professionals that Advise Them|
Barbara E. Little; Obermayer Rebmann Maxwell & Hippel LLP;
February 18, 2016, previously published on February 8, 2016As an estate planning attorney, it is hard to contain my excitement that a version of the Uniform Trust Code (“NJUTC”) was enacted in New Jersey on January 19, 2016 with an effective date of July 17, 2016. With its passage, New Jersey joins at least 28 other states (including our...
|International Estate Planning - Starting with a Will|
Patrick Hamlin, Patrick Hamlin, Freda Lim, Chua Yee Hoong, Chua Yee Hoong; Withers Bergman LLP;
February 11, 2016, previously published on February 2, 2016Globalisation has changed the way we live. A less discussed topic is that globalisation has also changed the way we die. Cross-border investments and worldwide acquisition of assets have increased dramatically with technological advances and the ease of travel. It is also an increasingly common...
|What Is Probate? How Do I Avoid It?|
Jim Schleiffarth; Schleiffarth Law Firm LLC;
February 11, 2016, previously published on February 10, 2016Probate is an entirely avoidable event. The process is typically undesirable due its time, expense and administrative requirements. Proper planning, through various methods, can remove all assets from the probate estate, allow for a smooth transfer of a decedent’s property and assure that...