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Documents on Trusts And Estates, Professional Services

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HTMLWhat a Revocable Living Trust Can and Can't Do For You
Jeanette M. Dostie; Suisman Shapiro Attorneys-at-Law;
Legal Alert/Article
March 23, 2016
A 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,...


HTMLReasons to establish a trust.  When do you need a trust? And why?
Kellie Schneider; The Law Offices of Sally S. Andrews;
Legal Alert/Article
October 22, 2015, previously published by TIAA-CREF Individual & Institutional Services, LLC, a registered investment advisor, provides investment advisory services. Trust services are provided by TIAA-CREF Trust Company, FSB.
Which trust is right for you? The following is an overview of some of the different types of trusts we can help establish and manage. We also offer other types of trusts — our Trust Company representatives can describe these capabilities in more detail.


HTMLThe 10 Most Important Questions in Estate Planning
Marc Herbert; Law Office of Marc Herbert;
Legal Alert/Article
September 25, 2015, previously published on September 16, 2015
As an attorney, I get to meet people from many different backgrounds in many different situations. No matter, the differences, I hear many similar questions about Estate Planning, like.


Adobe PDFElectronic Wills At Our Fingertips: Should They Be Admitted to Probate?
Kyle B. Gee; Spieth, Bell, McCurdy & Newell Co., L.P.A.;
Legal Alert/Article
February 14, 2014, previously published by Cleveland Metropolitan Bar Association Journal on December 2013
In 2013, an Ohio court admitted to probate an electronic will handwritten and signed on a tablet computer. The testator was hospitalized and "did not have any paper or pencil," wrote the Court. Other jurisdictions have faced similar questions when presented with testamentary documents in...


HTMLWhat is a living trust?
Christopher J. Acklin; Grand Rapids Law Group;
Legal Alert/Article
June 7, 2013, previously published by El Informador on Summer 2013
Details on living trusts and how they can help your estate planning.


Adobe PDFThe Cyprus International Trust
Lia Iordanou Theodoulou, Stavros Pavlou; Patrikios Pavlou & Associates LLC;
Legal Alert/Article
November 16, 2012, previously published on November 2012
The concept of the trust as we know it in our days dates back to the Crusaders in the 12th Century and is based on the Anglo-Saxon legal system. It was devised to allow continuity of family property and succession in troubled times when the “master of the house” was off to war.


HTMLGST Tax Requires Special Planning
John M. Goralka; The Goralka Law Firm A Professional Corporation;
Legal Alert/Article
October 31, 2012
After the estate tax was enacted, the government felt that transfers that skipped a generation or more would avoid the payment of estate tax on each generation. The Generation Skipping tax was enacted Designed to ensure that assets are taxed at each generational level, the Generation-Skipping...


HTMLTexas Driver's License Delays for Some Foreign Nationals Due To New Policy
FosterQuan LLP;
Legal Alert/Article
October 31, 2012, previously published on October 24, 2012
Texas Department of Public Safety (DPS) has implemented a new, statewide procedure for the verification of non-U.S. citizens’ immigration status and period of lawful stay. The new policy has had an immediate impact on applicants seeking renewed Texas driver’s licenses. Non-citizens...


Adobe PDFAmendments to the Power Of Attorney Act and Representation Agreement Act Effective September 1, 2011
Noel Z. Golden, Gary J. Wilson, Tamara G. Wong; Borden Ladner Gervais LLP;
Legal Alert/Article
October 5, 2011, previously published on September 2011
Effective September 1, 2011, the Adult Guardianship and Planning Statutes Amendment Act, 2007 came into force, substantially amending the existing Power of Attorney Act (British Columbia) and the Representation Agreement Act (British Columbia). This bulletin highlights some of the significant...


HTMLThe HIRE Act: A Challenge Ahead
Morgan Morgan;
Legal Alert/Article
February 23, 2011
In 2010, the government of the United States, lead by Barack Obama, passed the “Hiring Incentives to Restore Employment Act”, better known as HIRE ACT. This law is the result of its struggle to minimize tax evasion by its citizens and residents, which emerged largely in response to the...


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