Estate Planning

Estate Planning - In This Issue:

  • Key 2004 Tax Figures for Estates and Trusts
  • Attorney Negligent for not Advising Client of Right to Disclaim Inherited Assets
  • No Step-up in Basis for Surviving Spouse's Community Property Annuity
  • No Deduction Allowed for Trust's Conservation Easement

Estate Planning - In This Issue:

  • Section 2036(a)(1) Does Not Apply to Transfers for Full and Adequate Consideration
  • Will Your Life Insurance Proceeds Be Included in Your Estate?

Estate Planning - In This Issue:

  • IRS Acquiesces to Tax Court's Decision in Walton
  • Verbal Statement Does Not Constitue Renunciation of Trust
  • Missing Out on Net Gifts?
  • Stretch Out Inherited Retirement Funds

Estate Planning - In This Issue:

  • Departure from Annuity Tables Is Appropriate in Valuing Lottery Winnings
  • When a CLT Might Be Most Useful
  • IRS Provides New Sample CRAT Forms

Estate Planning - In This Issue:

  • Multiple QPRTs for the Same Property?
  • Disclaimer Fails After Execution of Power of Appointment
  • Proposals for Pension Reform

Estate Planning - In This Issue:

  • Tax Court Ignores State Court's Reformation of Will
  • Will's Beneficiaries Cannot Sue Attorney for Failing to Ensure Client's Capacity
  • Tampering with Wills and Trusts May Be Dangerous

Estate Planning - In This Issue:

  • FLP Assets Included in Strangi Estate Under § 2036(a)
  • Trust Beneficiaries Must Take MRDs on Eldest's Life Expectancy

Estate Planning - In This Issue:

  • States Proposing Drastic Changes to Medicaid Rules
  • 10th Circuit Affirms: Post-Death Domestic Relations Order is Qualified

Estate Planning - In This Issue:

  • Disclaimer Precluded by Use of Trust Assets in Loan Applications
  • Guardian Breached Duty by Ignoring Ward's Medicaid and Estate Plan
  • A QTIP Trust With No QTIP Election Is Just a Trust

Estate Planning - In This Issue:

  • Wife's Interest in Trust Does Not Qualify for Marital Deduction
  • Techniques for Protecting Donor Intent
  • Court Erred in Assuming Transfers by Attorney-in-Fact Were Gifts

Estate Planning - In This Issue:

  • Power to Remove General Partner Causes Inclusion of Partnership Assets in Estate
  • Life Insurance in a Qualified Plan
  • What Is an Ethical Will?

Estate Planning - In This Issue:

  • FLP Plan Fails Due to Decedent's Retained Interest
  • 3rd Circuit Affirms that CSATs Are Countable Assets
  • Intentionally Defective Grantor Trusts

Estate Planning - In This Issue:

  • Tax Court Fleshes Out Trompeter on Remand
  • Nursing Home Resident's Half-a-Loaf Transfer Was Not Fraudulent Conveyance
  • Plan Participant's Death Ends Tax Lien on Benefits

Estate Planning - In This Issue:

  • Trust Reformation Fails to Qualify CRAT
  • Are Claims Against Non-Probate Assets Deductible?
  • Unsuccessful Will Contestant Must Pay Family's Legal Fees

Estate Planning - In This Issue

  • Achieving a Higher Step-up in Basis with an Alternate Valuation Date
  • IRS Waives 60-day Rollover Requirement for Alzheimer's Sufferer
  • Innocent-Spouse Relief Refused for Estate
  • Treasury to Crack Down on Roth IRA Abuses

Estate Planning Lawyers - Windsor CT, Bloomfield CT, Avon CT and all of CT.

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Hank Weatherby gently probed and clearly listened to our preferences for how we personally and our estates will be cared for while we age and after we pass on. His Estate Planning Agreements are masterfully crafted to be clear, flexible and responsiv… Read More
– John and Ann Murray

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