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HTMLConan Doyle Estate’s Quixotic Attempt to Protect Sherlock Holmes
Eric K. Gill; Sheppard, Mullin, Richter & Hampton LLP;
Legal Alert/Article
July 22, 2014, previously published on July 15, 2014
Led by Judge Richard Posner, the Seventh Circuit Court of Appeals recently refused what Posner called a “quixotic” attempt to extend copyright law. While the holding was perhaps to be expected, the opinion introduced a mystery of its own: If not copyright, what will stop today’s...

 

HTMLAmendments May Be Needed In the New Tax Landscape
William P. Ellsworth; Chuhak & Tecson, P.C.;
Legal Alert/Article
July 21, 2014, previously published on June 26, 2014
The current iteration of the federal estate tax affects well under one percent of the population at death. With the estate tax exclusion now permanently set at $5,000,000 and indexed for inflation, a married couple with a basic estate plan utilizing both spouses’ exclusion amounts would need...

 

HTMLAvoid Bad Planning, Late Planning and Lack of Planning When Estate Planning
William P. Ellsworth; Chuhak & Tecson, P.C.;
Legal Alert/Article
July 21, 2014, previously published on June 26, 2014
Bad planning, late planning and lack of planning manifest themselves in every area of life. Most recently, they were on very public display at the Winter Olympics in Sochi, Russia. While I could detail the poor planning by the Olympic committee in choosing a host for the winter games located in a...

 

HTML5 Questions to Ask Before Making Gifts for Medicaid or Tax Planning
Dana B. Perry; Chambliss, Bahner & Stophel, P.C.;
Legal Alert/Article
July 21, 2014, previously published on July 2014
Many seniors consider transferring assets for estate and long-term care planning purposes, or just to help out children and grandchildren. Gifts and transfers to a trust often make a lot of sense. They can save money in taxes and long-term care expenditures, and they can help out family members in...

 

HTMLEstate Planning With Small Captive Insurance Companies
David Kamer; Kaufman & Canoles A Professional Corporation;
Legal Alert/Article
July 19, 2014
The use of captive insurance companies has ballooned in recent years. The reasons are many, including traditional insurance companies narrowing the areas of risk they are willing to cover, ever increasing premiums charged by traditional carriers, a desire of insureds to have more control over...

 

HTMLChild Heading Off to College? Why an Estate Plan is Important
Daniel J. Hoffheimer, J. Anthony Kington, Richard O. Kissel, David W. Nyberg, Mary L. Rust; Taft Stettinius & Hollister LLP;
Legal Alert/Article
July 18, 2014, previously published on July 14, 2014
If your child is heading off to college, does his or her college checklist include an estate plan? As you help your child pack for college, will he or she leave you with a health care power of attorney, a HIPAA authorization, a financial power of attorney and a will? If you haven't prepared these...

 

HTMLI Want to Give All My Property to My Children So the Government Won’t Get It
Michael C. Pruett; Hall Booth Smith, P.C.;
Legal Alert/Article
July 15, 2014, previously published on June 24, 2014
This is a statement commonly heard in the estate planning practice. It is an assertion cloaked in unstated assumptions, and the meaning therefore varies. Generally, however, the client making this statement usually has one of two things in mind. First, a surprisingly large number of people seem...

 

HTMLIncome Tax - Transfers of Family Business to Children Tax Free
Pessin Katz Law P.A.;
Legal Alert/Article
July 10, 2014, previously published on June 26, 2014
In Bross Trucking, Inc., TC Memo 2014-10, the United States Tax Court ruled that a taxpayer’s wholly-owned corporation that ceased operations due to its difficulty with regulatory authorities had no goodwill. As a result, even though the taxpayer’s sons started a new business that had...

 

HTMLControl Is Everything
Pessin Katz Law P.A.;
Legal Alert/Article
July 10, 2014, previously published on June 30, 2014
In Private Letter Ruling 201423043, (“PLRs” only apply to the taxpayer involved but are often used as “guidance”, and not “precedent”, by taxpayers and the IRS.) the IRS ruled that a surviving spouse could roll over her deceased husband’s Roth IRA payable...

 

Adobe PDFDon’t Fall Off the New York Estate Tax Cliff
Phillips Nizer LLP;
Legal Alert/Article
July 9, 2014, previously published on June 2014
Effective April 1, 2014, the New York estate tax exemption (the “State Basic exemption Amount”) was increased to just over $2,000,000 and is set to gradually increase over the next few years. (See chart on page 2.) We estimate that the State Basic Exemption Amount will be excess of...

 


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