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Category: Articles (page 1 of 6)

What Makes Or Breaks A Relationship? By Regina A. DeMeo

Last week on the Washington Post Express FB Live segment of Baggage Check, I got to cover major issues that come up for couples with respect to money.  But hopefully it is clear that money is just the topic, and the real issue is usually something much deeper like … Continue reading

What is Financial Infidelity?

Financial infidelity is not a legal ground for divorce anywhere that I am aware of, but just because it may not be illegal does not make it right. Just because you can do something does not mean you should do it. Let me give you some examples of what … Continue reading

Why Is There A Surge In Divorces After The Holidays?

During the holidays, many families struggle with these three questions:

1. Where will we be for the holidays?
2. Who will we be with?
3. How much will we spend?

If a couple is not on the same page with respect to these issues, they tend to face a perfect … Continue reading

By Regina A. DeMeo: 3 Great Take Aways From Divorce

Imagine that one day someone tells you that you have to find a new place to live relying on only half your household income, while at the same time your assets are reduced by 50%. Be honest, no matter who you are that’s going to hurt. To make matters worse, … Continue reading

By Regina DeMeo: 6 Main Reasons to Modify a Parenting Plan

Parenting Plans, which are private agreements between parents, and Custody Orders, which are approved by judges, are not written in stone.   Separated parents need to be prepared to discuss changes as needed because modifications are actually quite common in custody cases, especially in those like the one involving Angelina … Continue reading

Ted Dougherty and Lisa Sergi – Tax Planning Using the Constructive Sale Rules – When is a Constructive Sale not a Constructive Sale?

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Tax Planning Using the Constructive Sale Rules – When is a constructive sale not a constructive sale?

By Ted Dougherty and Lisa Sergi

Notwithstanding strong headwinds in the financial markets, a number of hedge funds are sitting on large unrealized gains in their portfolios. Concerns arising from the outcome of elections … Continue reading

By Regina A. DeMeo: 5 Key Issues In A Divorce

What most people going through a divorce dwell on  is the why, or how did we get to this point?  Unfortunately, not everyone is capable of having a closure conversation, and many will be deprived of the apology they so long for, and perhaps rightly deserve.  Ultimately, it only takes … Continue reading

By Regina A. DeMeo: What Is Conscious Uncoupling?

Conscious uncoupling is not something invented by Gwyneth Paltrow and Chris Martin, who decided to separate amicably in 2014.  It is actually a movement that has been around for decades, and it is skillfully executed by trained mediators, who promote Alternate Dispute Resolution (“ADR”) methods for couples that want to … Continue reading

By Regina A. DeMeo: 3 Key Costs In a Divorce

They say freedom is priceless, and yet when you are contemplating a divorce, there are some pretty significant costs to consider before calling it quits, unless you are economically on par with couples like Brad Pitt and Angelina Jolie. Here are the top 3 expenses you must budget for when … Continue reading

By Regina A. DeMeo: Are You Ready To Get Engaged?

Most couples get engaged between November and February each year, and then the wedding planning takes over for another 6-9 months until the big day. During that time, a couple will formulate a guest list that will not only drive the choice of a venue, but also the costs of … Continue reading

By Regina A. DeMeo: Have You Dealt With Your Baggage?

Anyone over the age of 35 that has gone through a divorce has baggage– even if there were no children that resulted from that marriage. We all have poured time and energy into a relationship that failed, and when all your hopes and dreams for that marriage are shattered, it … Continue reading

Edwin Morrow – The Hunt for Tax Apportionment: Lessons from Tom Clancy’s Estate Litigation

The Hunt for Tax Apportionment: Lessons from Tom Clancy’s Estate Litigation

Edwin Morrow 

The Hunt for Red October was Tom Clancy’s debut novel in 1984.  It was a fun, exciting novel written in the Reagan, pre-Glasnost era about a rogue Soviet (remember the Soviet Union?) submarine captain, later turned … Continue reading

Special Needs – Special Trusts Part. 3: Common Errors – Bernard A. Krooks

SPECIAL NEEDS – SPECIAL TRUSTS – WHAT YOU DON’T KNOW CAN HURT YOUR CLIENTS AND YOU!

Part. 3: Common Errors

By Bernard A. Krooks

Littman Krooks LLP New York, New York / www.littmankrooks.com

Part 2. Drafting Considerations 

Set forth below are some common errors practitioners make when representing clients in connection with … Continue reading

Special Needs – Special Trusts Part. 2: Drafting Considerations & Trust Administration Considerations – Bernard A. Krooks

SPECIAL NEEDS – SPECIAL TRUSTS – WHAT YOU DON’T KNOW CAN HURT YOUR CLIENTS AND YOU!

Part. 2: Drafting Considerations & Trust Administration Considerations

By Bernard A. Krooks

Littman Krooks LLP New York, New York / www.littmankrooks.com

Part. 1 Overview & Taxation

III. Drafting Considerations

A. Trustee Selection

The selection of … Continue reading

By Regina A. DeMeo: 4 Key Questions To Ask Before The Nuptials

Wedding season is upon us, and that means lots of revenue for all the vendors in that industry, which in the DC Area yields about $1.1 Billion a year.  Truly, one must admire the amazing collaboration of efforts that make that magical day happen, but looking beyond the big day, … Continue reading

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