Resources

In August of 2016, the IRS issued long awaited proposed regulations under IRC Section 2704. If adopted, these proposed regulations may significantly reduce the opportunity to apply valuation discounts when making intra-family transfers of interests in various entities. For estate planning attorneys and their clients this translates to impending restrictions […]

Estate taxes. You think you don’t need to be worried about them because you’re not rich enough – at least according to the Federal Estate Tax laws. You see, to be rich enough to be concerned about Federal Estate Taxes at your death, you would need to have an estate […]

It’s official: Prince died without a Last Will and Testament. The singer apparently left no other controlling testamentary substitutes or trusts. The next few months will determine whether Prince’s estate is the next in a string of high-profile messy estate administrations. For many fans it is quite shocking that an […]

(This Article was originally featured in Trusts & Estates Magazine –  March 2014 Edition.  A PDF of this article can be downloaded here – Dead Or Alive Article ) A divorced client who goes to an attorney for estate planning may hope that the process runs smoother than her divorce. Unfortunately, […]