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Documents on Trusts And Estates
 

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HTMLPlanning the Party of Your Life: Incorporating Burial and Funeral Planning into Your Estate Plan
Rachael M. Roseman; Smith Haughey Rice & Roegge, P.C.;
Legal Alert/Article
April 15, 2015, previously published on April 1, 2015
I sometimes ask people what they think an estate plan should be used for. I always get the traditional responses: to name a guardian for my kids; to avoid probate; to make sure my family is taken care of. Rarely do people say, “to plan my funeral!”

 

HTMLSpecial Needs Trust Fairness Act Reintroduced in Congress
Chambliss Bahner Stophel P.C.;
Legal Alert/Article
April 14, 2015, previously published on April 2015
After falling short in the previous Congress, Congressmen Glenn 'GT' Thompson (R-Pa) and Frank Pallone, Jr. (D-NJ) recently introduced the Special Needs Trust Fairness Act of 2015, a bill designed to make it easier for people with special needs to create their own first-party special needs trusts.

 

HTMLThe Case for Making Gift Transfers in Trust — Part I
John R. Bedosky; Hinman, Howard & Kattell, LLP;
Legal Alert/Article
April 1, 2015
Estate planning has traditionally been concerned with saving taxes, especially transfer taxes. Recent legislation has significantly reduced, if not eliminated, estate tax reduction as a concern for many families. Today, many financial advisors claim that this recent legislation is a “game...

 

HTMLThe Case for Making Gift Transfers in Trust — Part II
John R. Bedosky; Hinman, Howard & Kattell, LLP;
Legal Alert/Article
April 1, 2015
In Part I, we discussed why trusts were so popular in an era of high estate tax rates and relatively low exemptions by describing traditional planning using so-called “credit shelter” or “bypass” trusts to remove certain assets from estate tax exposure before those assets...

 

HTMLWhy You Should Consider Filing a Petition for Year's Support in Georgia?
Robert W. Hughes Associates P.C.;
Presentation
March 27, 2015, previously published on Spring 2009
This article is designed to assist people who have recently experienced the death of a spouse, and who are trying to determine how to proceed with handling their spouse's estate. A Year's Support is an option that should be considered when thinking about opening an estate, whether your spouse died...

 

HTMLPresident Proposes Change in Regime for Taxation of Unrealized Gain at Death
Jordan Winston Busby; Sirote & Permutt, P.C.;
Legal Alert/Article
March 23, 2015, previously published on January 21, 2015
Prior to the State of the Union address on January 20, 2015, President Obama released the Administration’s proposed changes related to the taxation of property at death.

 

HTMLLessons from the Limelight
Leigh A. Kaylor; Sirote & Permutt, P.C.;
Legal Alert/Article
March 23, 2015, previously published on December 22, 2014
Stories about celebrities and their estates can offer important lessons to the rest of us not-so-famous people. Take, for instance, Casey Kasem and Tom Clancy.

 

HTMLChild Support for An Adult Child with Disabilities
Katherine N. Barr; Sirote & Permutt, P.C.;
Legal Alert/Article
March 23, 2015, previously published on December 22, 2014
The Voice is the newsletter of The Special Needs Alliance. This installment was written by Special Needs Alliance member Craig C. Reaves of Reaves Law Firm, PC. in Kansas City, Missouri. Holding the CELA (Certified Elder Law Attorney) designation from the National Elder Law Foundation, he is a Past...

 

HTMLBeneficiary Designations: Have You Checked Yours Lately?
Katherine N. Barr; Sirote & Permutt, P.C.;
Legal Alert/Article
March 23, 2015, previously published on December 22, 2014
When most people think of estate planning, Wills and Trusts come to mind first. Often, however, the beneficiary designation placed on life insurance policies, retirement plan accounts and other accounts with the option to transfer by beneficiary designation, such as Pay-on-Death (POD) or...

 

HTMLBreaking News Alert: Congress Passes Two Important Acts to Benefit Individuals with Disabilities
Katherine N. Barr; Sirote & Permutt, P.C.;
Legal Alert/Article
March 23, 2015, previously published on December 23, 2014
This article was prepared by Katherine Barr, who is appreciative of the use of materials provided by Andrew Hook and Janet Lowder of the Special Needs Alliance.

 


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