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HTMLOctober 2014 Estate Planning Update: What You Need
Kristin M. Tyler; Gordon Silver;
Legal Alert/Article
October 15, 2014, previously published on October 2014
First and foremost, all adults need powers of attorney regardless of their age, their health or their wealth. There are two types of powers of attorney. A health care power of attorney allows you to name an agent to make health care decisions on your behalf if you are ever so sick you can’t...

 

HTMLHolding Guardianship Accounts: Best Practices
John B. C. Porter; Weltman, Weinberg & Reis Co., L.P.A.;
Legal Alert/Article
October 10, 2014, previously published on September 25, 2014
I don't know if it's the result of our aging population (fueled by the Baby Boomer generation), but it seems credit unions are increasingly being presented with guardianship papers and asked to convert existing accounts into guardianship accounts. As the number of calls and questions I have...

 

HTMLBeing Prepared for the Inevitable is a Gift to Your Family
Kelly Guilfoyle Schoening; Dressman Benzinger LaVelle psc;
Legal Alert/Article
October 9, 2014
The basic estate plan should include a will, financial power of attorney, healthcare power of attorney/living will and possibly a living trust.

 

HTMLTax Court Attributes Significant Value to Personal Goodwill in Estate Tax Valuation Case
Thomas Lawson, Alan J. Tarr; Loeb & Loeb LLP;
Legal Alert/Article
October 2, 2014, previously published on September 2014
Two months after the Tax Court decided the Bross Trucking case, it addressed the significance of personal goodwill in valuing the stock of a closely held corporation, STN.Com Inc. in Estate of Franklin Z. Adell, TC Memo 2014-155. The decedent, Franklin Adell, owned all of the shares of STN stock....

 

HTMLTax Court Addresses Income, Estate and Gift Tax Issues Related to Personal Goodwill
Thomas Lawson, Alan J. Tarr; Loeb & Loeb LLP;
Legal Alert/Article
October 2, 2014, previously published on September 2014
In the recent case of Bross Trucking, Inc., TC Memo 2014-107, the Tax Court again considered whether the shareholder of a corporation was possessed of personal goodwill relative to the business of the corporation. The case is important because the existence of personal goodwill may enable a...

 

HTMLThe End of the Year Is Rapidly Approaching
Thomas Lawson, Alan J. Tarr; Loeb & Loeb LLP;
Legal Alert/Article
October 2, 2014, previously published on September 2014
Now is a good time to think about year-end tax planning in multiple areas. Many people take advantage of the annual exclusion from gift tax that is available to each person to make gifts each year. For 2014, the annual exclusion amount is $14,000, and this amount can be given to an unlimited number...

 

FILEWill or Revocable Trust?
John D. Sorlie; Bryant, Lovlien & Jarvis, P.C.;
Legal Alert/Article
September 30, 2014, previously published by Oregon Estate Planning and Administration Section Newsletter Volume XXXI, No. 2 May 2014 on Spring 2014
Guide for determining when a Revocable Trust is the preferred alternative to a Will when preparing an estate plan

 

HTMLThe Newfound Flexibility of Virginia Trusts
Ellis H. Pretlow; Kaufman & Canoles A Professional Corporation;
Legal Alert/Article
September 23, 2014
Trusts, which used to be considered a necessary evil or tolerated burden, have found new life as a flexible and malleable entity under the Uniform Trust Code, adopted by Virginia in 2006. Once considered absolutely irrevocable and inflexible, trusts can now be modified and molded into an...

 

HTMLA Review of the Guardianship Process
Julie DiBaggio; Weltman, Weinberg & Reis Co., L.P.A.;
Legal Alert/Article
September 23, 2014, previously published on September 9, 2014
A Review of the Guardianship Process and the Roles and Responsibilities of a Guardian Appointed Over a Resident's Person and/or Over Their Estate

 

HTMLForeign Asset Disclosure, Financial Reporting and Tax Planning in a Complex World
Alison V. Lennarz; Kaufman & Canoles A Professional Corporation;
Legal Alert/Article
September 11, 2014
Globalization, and the interwoven economies of countries around the world that result from it, is only gaining momentum. Increasingly sophisticated communications and transportation technologies and services, mass migration and the movement of peoples, a level of economic activity that has outgrown...

 


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