Estate Planning and Business Law

Blog Posts in Estate Planning

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  • Another Option in Trust Administration Disputes -- Collaborative Practice for Estate Planning and Trust Administration
    Another Option in Trust Administration Disputes -- Collaborative Practice for Estate Planning and Trust Administration

    Collaborative Practice for Estate Planning and Trust Administration provides the means of resolving familial conflicts without involving the legal system and protracted litigation. Instead, these ...

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  • Special Needs Trust Fairness, At Last
    Special Needs Trust Fairness, At Last

    December 13, 2016 marked the end of a 23 year-long period where mentally fit individuals where barred from establishing their own special needs trusts. The Special Needs Trust Fairness Act, part of ...

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  • The Trump Presidency & Your Estate
    The Trump Presidency & Your Estate

    Last month's election of Donald Trump and Republican majorities in both our Senate and our House of Representatives have raised a number of significant financial uncertainties for some Americans-- ...

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  • What is Portability?
    What is Portability?

    Portability was added to the Job Creation Act of 2010 to allow the estate of a decedent who is survived by a spouse to make a “portability election” to allow the surviving spouse to apply the Deceased ...

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  • The QTIP Trust
    The QTIP Trust

    Estate planning requires special attention in a second marriage when one of the spouses has more assets than the other. One of the tools to help couples in this situation is the QTIP Trust or ...

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  • Marital Deduction
    Marital Deduction

    For married couples, understanding how the marital deduction works is very important for tax and estate planning. The marital deduction provides for unlimited tax-free transfers between spouses during ...

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