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Documents on trusts estates
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|Will or Revocable Trust?|
John D. Sorlie; Bryant, Lovlien & Jarvis, P.C.;
September 30, 2014, previously published by Oregon Estate Planning and Administration Section Newsletter Volume XXXI, No. 2 May 2014 on Spring 2014Guide for determining when a Revocable Trust is the preferred alternative to a Will when preparing an estate plan
|The Newfound Flexibility of Virginia Trusts|
Ellis H. Pretlow; Kaufman & Canoles A Professional Corporation;
September 23, 2014Trusts, 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...
|A Review of the Guardianship Process|
Julie DiBaggio; Weltman, Weinberg & Reis Co., L.P.A.;
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
|Foreign Asset Disclosure, Financial Reporting and Tax Planning in a Complex World|
Alison V. Lennarz; Kaufman & Canoles A Professional Corporation;
September 11, 2014Globalization, 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...
|Virginia Tax Department Changes Conservation Easement Tax Credit Procedures|
Thomas W. Aldous; Williams Mullen;
September 5, 2014, previously published on September 2, 2014The Virginia Department of Taxation (“Tax”) is modifying its procedures for issuing land preservation tax credits and is trying to improve its customer service. At a meeting hosted by Molly Ward, Virginia Secretary of Natural Resources, on August 28, 2014, Tax representatives explained...
|A New Wills and Estates Law for British Columbia|
Alana Dale-Johnson, Roger E. Holland; Singleton Urquhart LLP;
September 5, 2014On March 31, 2014, British Columbia’s new estate legislation, the Wills, Estates and Succession Act (WESA), came into force and effect. This long anticipated legislation updates and replaces several of B.C.'s somewhat antiquated acts that dealt with estate planning and estate administration....
|Six Things to Consider Before Making Gifts to Grandchildren|
Ryan W. Barry; Chambliss, Bahner & Stophel, P.C.;
September 5, 2014, previously published on September 2014Grandparents often are particularly generous to grandchildren as they see their family’s legacy continuing on to a new generation. In many cases, grandparents feel they have ample resources and their children or grandchildren may be struggling financially. Assistance with summer camp fees,...
|September 2014 Estate Planning Update: When to Review and Update Your Estate Plan|
Kristin M. Tyler; Gordon Silver;
September 5, 2014, previously published on September 2, 2014The best time to take a fresh look at your estate plan and consider revisions is anytime you experience a major life change.
|Estate Planning and Retirement Benefits|
Mia E. Thibodeau; Fryberger, Buchanan, Smith & Frederick, P.A.;
September 3, 2014, previously published on August 28, 2014One of the final steps in completing an estate plan is to review and revise beneficiary designation forms for retirement accounts and other assets. This article focuses on appropriately naming a beneficiary for a qualified retirement plan.
|When A Child "Borrows" Money From The Parents|
Randall J Holmgren; Jones, Waldo, Holbrook & McDonough A Professional Corporation;
September 2, 2014, previously published on August 25, 2014Parents give or lend money to children for many reasons: to buy a first home, to start a new business, or to help them with a debt or other financial liability that they can’t seem to handle themselves. It is important to consider the impact that the loan or gift will have on the rest of the...