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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I belong to several national associations made up of estate planning and elder law attorneys. Hank Weatherby has a terrific reputation among the members of these organizations. When I have a client who has a family member in need of estate planning o… Read More
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