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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...

 

HTMLVirginia Tax Department Changes Conservation Easement Tax Credit Procedures
Thomas W. Aldous; Williams Mullen;
Legal Alert/Article
September 5, 2014, previously published on September 2, 2014
The 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...

 

HTMLA New Wills and Estates Law for British Columbia
Alana Dale-Johnson, Roger E. Holland; Singleton Urquhart LLP;
Legal Alert/Article
September 5, 2014
On 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....

 

HTMLSix Things to Consider Before Making Gifts to Grandchildren
Ryan W. Barry; Chambliss, Bahner & Stophel, P.C.;
Legal Alert/Article
September 5, 2014, previously published on September 2014
Grandparents 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,...

 

HTMLSeptember 2014 Estate Planning Update: When to Review and Update Your Estate Plan
Kristin M. Tyler; Gordon Silver;
Legal Alert/Article
September 5, 2014, previously published on September 2, 2014
The best time to take a fresh look at your estate plan and consider revisions is anytime you experience a major life change.

 

HTMLEstate Planning and Retirement Benefits
Mia E. Thibodeau; Fryberger, Buchanan, Smith & Frederick, P.A.;
Legal Alert/Article
September 3, 2014, previously published on August 28, 2014
One 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.

 

HTMLWhen A Child "Borrows" Money From The Parents
Randall J Holmgren; Jones, Waldo, Holbrook & McDonough A Professional Corporation;
Legal Alert/Article
September 2, 2014, previously published on August 25, 2014
Parents 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...

 


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