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    Trustee's Duties Upon Trust Termination
    Scott
    • May 4
    • 5 min

    Trustee's Duties Upon Trust Termination

    Recent Kentucky Supreme Court Opinion regarding trust termination.
    14 views0 comments
    Veterans’ Administration: Estate Planning and Elder Care Related Benefits
    Scott
    • Apr 28
    • 3 min

    Veterans’ Administration: Estate Planning and Elder Care Related Benefits

    As the department’s name states, the Veterans’ Administration is responsible for administering services for Veterans. That mission...
    5 views0 comments
    Portability of the Estate and Gift Tax Exemption
    Scott
    • Apr 6
    • 3 min

    Portability of the Estate and Gift Tax Exemption

    Summary of Estate Tax Exemption Portability.
    4 views
    Estate Planning: What Are The Differences Between Trustee And An Executor/Administrator?
    Scott
    • Jan 18
    • 4 min

    Estate Planning: What Are The Differences Between Trustee And An Executor/Administrator?

    If you are confused about the differences between a Trustee and an Executor, you are not alone. A couple of weeks ago, I outlined the...
    5 views0 comments
    Understanding differences between an estate plan based on a Will and one based on a Trust?
    Scott
    • Jan 7
    • 3 min

    Understanding differences between an estate plan based on a Will and one based on a Trust?

    Let me start with one basic statement, and whether you choose a Trust or Will, there is likely a place in your plan for the other as...
    28 views0 comments
     Estate Planning for Blended Families, Part 2
    Scott
    • Dec 2, 2021
    • 3 min

    Estate Planning for Blended Families, Part 2

    Six Concrete Actions You Can Take To Help Prevent Conflict I outlined some of the legal and emotional hurdles common to estate planning...
    14 views0 comments
    Your Current Estate Plans Are Likely Safe For Now.
    operations9875
    • Nov 3, 2021
    • 2 min

    Your Current Estate Plans Are Likely Safe For Now.

    So the "final" Build Back Better plan was outlined by President Biden about ten days ago. In my last blog entry, I outlined the estate...
    11 views0 comments
    ESTATE PLANNING CONSIDERATIONS OF THE CURRENT BUDGET RECONCILIATION NEGOTIATIONS
    Scott
    • Oct 20, 2021
    • 6 min

    ESTATE PLANNING CONSIDERATIONS OF THE CURRENT BUDGET RECONCILIATION NEGOTIATIONS

    The political classes in Washington D.C. continue to negotiate a final version of the budget reconciliation bill. The House version of...
    24 views0 comments