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|Why Every Parent in Alberta Should Have a Will|
Lisa Statt Foy; Field Law;
July 23, 2016, previously published on July 5, 2016As a young, healthy parent, you may believe that having a Will is the last thing on a long priority list. However, while a Will is vital for everyone, those with children should be particularly mindful of the primary importance of having a Will. The following provides just some of the many reasons...
|Beware: Your Estate Plan May Contain an Unnecessary Bypass Trust|
Dana B. Perry, Gregory D. Greg Willett; Chambliss, Bahner & Stophel, P.C.;
July 21, 2016, previously published on June 23, 2016A once-popular estate planning tool included in many Last Wills and Revocable Trusts may now cost families more in taxes than it saves. Changes in the federal estate tax have made the "bypass trust" which was often included in those documents a less appealing option. If your estate plan...
|Guidance for Attorneys and Deputies on Making Gifts and Payments for Care|
Julia Abrey; Withers Bergman LLP;
July 21, 2016, previously published on June 23, 2016The Office of the Public Guardian (OPG) published guidance in May for property and financial affairs attorneys and deputies on making gifts on behalf of the person for whom they act. Other than normal and reasonable gifts for Christmas and birthdays etc, many gifts must be authorised by the Court...
|Will Drafting Negligence Claims - An Exemption for Financial Advisers?|
Paul Hewitt; Withers Bergman LLP;
July 21, 2016, previously published on June 23, 2016A recent decision from Leeds serves as a reminder of the duty of care owed to disappointed beneficiaries where wills have been drafted incorrectly. Here, the disappointed beneficiaries sued both financial adviser and drafting solicitor.
|Voices of Anglers - Will Survives Despite Fears of Saddam Hussein|
Paul Hewitt; Withers Bergman LLP;
July 21, 2016, previously published on June 23, 2016A daughter who challenged her mother's will for lack of capacity and want of knowledge and approval has lost in the High Court.
|The Estate Planning Benefits of Converting a Traditional IRA to a Roth IRA|
Laurence E. Fundler; Greenbaum, Rowe, Smith & Davis LLP;
July 12, 2016, previously published on July 2016Under certain circumstances, converting a traditional IRA to a Roth IRA can be a simple and powerful strategy that eliminates the application of the required minimum distribution rules, allows for continued tax free growth of IRA assets, results in significant income and estate tax savings, and...
|Special Needs Planning Newsletter: What the Planner Never Planned - A Lesson in Overcoming the Unexpected|
Amy B. Boulware; Chambliss Bahner Stophel P.C.;
July 7, 2016, previously published on June 2016My husband and I planned for our first daughter. We loved children and wanted to be parents. I must admit I have always been a planner. My husband actually says that I was one of those people who puts everything into neat little boxes. I was organized to a fault and just knew that as long as I...
|When Can an Estate Plan Be Simple?|
Roger L. Shumaker; McDonald Hopkins LLC;
June 21, 2016, previously published on May 27, 2016My father liked to say that he had a simple Will: “I have little, I owe much and the rest I spent.”
|SEC Money Market Mutual Fund Rules - The Impact on Retirement Plans|
Gilbert C. Van Loon; Butler Snow LLP;
June 20, 2016, previously published on June 1, 2016In October of this year, SEC rules will require that certain types of money market funds utilize a floating net asset value (rather than the current stable $1 net asset value), require (or in some cases, permit) the imposition of redemption fees on withdrawals, and permit temporary delays before...
|Still Searching For the Perfect Gift for Your High School Graduate?|
Michael P. Witzke; McDonald Hopkins LLC;
June 20, 2016, previously published on June 6, 2016School is out and soon many of you will be hosting or attending graduation parties for high school seniors. Other than money, what does a student heading off to college need?