The Path Of Altruism: A Reflection On The Nature Of A Gift James E. Hughes, Jr., Esq. As I write this, America is approaching Christmas 2006. All over the country, attorneys and accountants are reminding their clients that it...
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Beyond Traditional Estate Planning: Addressing The Personal Impact Of Inherited Wealth William Soskin, Attorney/CPA Traditional estate planning involves minimizing estate taxes, reducing administrative costs and drafting documents to accomplish non-tax goals. However, well-written documents do not assure...
Gerald Le Van The Le Van Company, LLC, Black Mountain, NC I. Beclouded by Croakspeak? Take Charge! Most of us who have estate plans can't tell you what's in them. We thought we understood at the time...
Sarah M. Johnson Venable LLP, Washington, D.C. Introduction The appointment of guardians for minor children is one of the most important aspects of a parent's estate plan. If called to serve, the ideal guardian will oversee the...
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Donald Kozusko Partner, Kozusko Harris Vetter Wareh LLP, Washington, D.C. Summary The increase in the number and value of family trusts in the United States has been accompanied by an evolution, even revolution, in the ways in...
Continue reading " Choices: "Reciprocal Trust Doctrine Threatens Family Decision-making""
James E. McNair, Gregory J. Rupert, and Cynthia L. Gausvik Patton Boggs, LLP It is a situation that many parents and grandparents, particularly those with significant wealth, dread: the trust fund baby. Think of Benjamin Braddock in...
