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Why Should I Work With A Probate Litigation Attorney?
If you expect to face disputes over the allocation of your loved one's estate, retaining a probate litigation attorney might be the right choice. Here's what you need to know about hiring an experienced attorney who can help you manage probate litigation. But first,...
Take Care When Utilizing Tax Reimbursement Clauses in Trusts…Even If You Are a Cross-Border Practitioner
Until recently, there was a fair amount of comfort amongst practitioners that, when structured correctly, utilizing a tax reimbursement clause for a grantor trust did not produce any negative U.S. gift or estate tax results. That treatment may radically change as a...
Starting 2024 the Right Way…with an Estate Plan!
Welcome to 2024! The year 2023 left many feeling unsettled. Chat GPT burst onto the scene, and it seemed AI was destined to take over everything. Read More
Do You Want to Discuss Dynasty Trusts?
January 1, 2024, marked exactly two years until the planned reduction by half of the current Applicable Exclusion Amount ("AEA"). Read More
New Gift and Estate Tax Exemption Limits for 2024
The Internal Revenue Service has announced the new limits for the Gift and Estate Tax Exemption for 2024, the amount of taxable gifts that can be made during lifetime and/or the amount that can be passed at death without being subject to gift or estate tax.Read More
The Year in Estate Planning – 2023 Popular Reads on JD Supra
A look at some of the most widely read estate planning updates and commentary published on JD Supra throughout 2023 [...]Read More
Estate Tax Exemption Changes in 2024
The estate tax exemption increase for 2024 may seem modest, but it is part of a larger, more significant change that began in [...] Read More
Estate Tax Exemption Changes in 2024
The estate tax exemption increase for 2024 may seem modest, but it is part of a larger, more significant change that began in [...] Read More
The estate planning practitioner’s guide to CoCounsel
Legal AI can help you stay on top of legislative changes, speed up redlines, and get valuable insights on complex issues "Change is the only constant" is an apt description for attorneys with trusts and estates practices. State and federal laws and regulations, from...
Best Advice to Avoid Common Estate Planning Mistakes
In my practice, I am fortunate to serve clients in developing tailored estate plans as well as administering the estates of recently deceased loved ones. This dual perspective exposes some common pitfalls that can undermine even the most well-intentioned planning....
