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Documents on trusts estates

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HTMLLooking For a Way to Satisfy a Charitable Donation? Donate Israeli Bonds!
Elizabeth A. Green; Pessin Katz Law, P.A.;
Legal Alert/Article
November 27, 2015, previously published on November 10, 2015
For many of us in the Jewish community, Israeli Bonds, have become a familiar part of our religious culture. Parents, grandparents and friends give Israeli Bonds as gifts for holidays, special occasions and milestones and every year, synagogues around the country hold Israel Bond Drives. Someone...


HTML“Is Better Late Than Never” Really Better?
Pessin Katz Law P.A.;
Legal Alert/Article
November 27, 2015, previously published on November 10, 2015
Many may be unaware that tax provisions which expired at the end of 2014 may be retroactively renewed as a result of budget talks in Congress. Those talks, the handling of expired tax provisions, and the ever increasing complexity of the Internal Revenue Code make year-end tax planning as...


HTMLEstate Planning for Digital Assets
Morris W. Banks, Deborah S. Breck, Rebekah M. Burgio, Herbert H. Moorin, D. Robert Morris; Pullman & Comley, LLC;
Legal Alert/Article
November 10, 2015, previously published on October 30, 2015
Do you have a personal laptop computer, iPad, iPhone or other personal electronic device requiring an access password? Who, besides you, has that information? If something happens to you, how will your information be retrieved?


Adobe PDFEstate Planning Guidelines for Collectibles
Laurence E. Fundler; Greenbaum, Rowe, Smith & Davis LLP;
Legal Alert/Article
November 10, 2015, previously published on November 2015
Planning for the succession of collectibles can easily be overlooked, resulting in diminution in value, dismantling of the collection, significant income or estate tax consequences, and dissension among family members. The following are highlights of some of the challenges unique to estate and...


HTMLPowers of Attorney and Living Wills
Andrew J. Art, David P. Benedetto, H. William Beseth, Ronald C. Christian, Mark S. Feuer; Taft Stettinius & Hollister LLP;
Legal Alert/Article
November 6, 2015, previously published on October 28, 2015
In response to questions we receive on a recurring basis, Taft’s Private Client group initiated a series of answers to frequently asked questions. The following law update is the second in the series. We will continue to inform you of new rules and important deadlines as they arise.


HTMLA Silver Lining in the Cloud of the Market Correction
Roger L. Shumaker; McDonald Hopkins LLC;
Legal Alert/Article
October 30, 2015, previously published on August 24, 2015
From an estate planning viewpoint, the current drop in security values offers two opportunities - funding a Grantor Retained Annuity Trust (GRAT) and funding a Charitable Lead Annuity Trust (CLAT). The success of these types of trusts is dependent on realizing investment returns in excess of the...


HTMLShould You Get Rid of Your Trusts?
Brian J. Jereb; McDonald Hopkins LLC;
Legal Alert/Article
October 30, 2015, previously published on August 28, 2015
“We heard that we could get rid of our trusts,” are familiar words heard in our law offices today. We use certain trusts to minimize federal estate taxes - commonly known as death taxes. The much publicized American Taxpayer Relief Act of 2012 instituted a federal estate tax exemption...


HTMLScratching Out Your Will Still Not the Best Option
Darren Stewart; Singleton Urquhart LLP;
Legal Alert/Article
October 26, 2015, previously published on October 19, 2015
Countless tales of woe fill the textbooks found in Canadian law schools. One of the more memorable such tales—one that points out how the area of wills and estates evolves over time— is that of Saskatchewan farmer Cecil George Harris.


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.


Adobe PDFAre You Properly Protected?
Greenbaum Rowe Smith Davis LLP;
Legal Alert/Article
October 19, 2015, previously published on October 2015
In 2008, the U. S. House of Representatives designated the third week in October as National Estate Planning Awareness Week. The resolution was driven by concern for the estimated 120,000,000 Americans who lack up-to-date estate plans to protect themselves, their families and their legacy in the...


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