David W. ReineckeVI. Ethical Issues the Representation of Migrant Clients from Community Property States A. Estate planning attorneys in common law states face unique ethical dilemmas in representing migrant married couples from community property states.B. Almost by definition, any act...
Estate Planning +Taxation: February 2009 Archives
By Lance S. Hall, ASA1Investors are still feeling the pain and panic of the dramatic stock market decline in the fall of 2008. In a mere 45 trading days from September 19 through November 20, 2008, the Dow Industrial Average...
Continue reading "Gift Now! Take Advantage of the Volatility!"
By Robert L. Moshman, Esq.And now for something completely different. A super-charged multi-tasking trust that utilizes readily available techniques and turns them into a totally innovative and effective arrangement. Estate-planning iconoclast Richard Oshins, key founder of the Inheritor's TrustTM concept,...
Continue reading "The Estate Analyst: "Freeze, Squeeze & Burn Trusts""
By Martin M. ShenkmanIntroductionRepresentative Pomeroy introduced estate tax legislation with the snappy title "Certain Estate Tax Relief Act of 2009" (H. R. 436). This bill has good and bad news depending on your view of the estate tax. For many...
By Martin M. Shenkman, Esq. Introduction Irrevocable life insurance Trusts ("ILITs") are a common estate planning tool. Having a trust own your insurance can keep the proceeds outside your taxable estate, protect the proceeds for your surviving spouse,...
Continue reading "The Practical Planner: "Insurance Trusts (ILIT) Not So Simple""