ScottMay 45 minTrustee's Duties Upon Trust TerminationRecent Kentucky Supreme Court Opinion regarding trust termination.
ScottApr 283 minVeterans’ Administration: Estate Planning and Elder Care Related BenefitsAs the department’s name states, the Veterans’ Administration is responsible for administering services for Veterans. That mission...
ScottApr 63 minPortability of the Estate and Gift Tax ExemptionSummary of Estate Tax Exemption Portability.
ScottJan 184 minEstate 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...
ScottJan 73 minUnderstanding 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...
ScottDec 2, 20213 min Estate Planning for Blended Families, Part 2Six Concrete Actions You Can Take To Help Prevent Conflict I outlined some of the legal and emotional hurdles common to estate planning...
operations9875Nov 3, 20212 minYour 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...
ScottOct 20, 20216 minESTATE PLANNING CONSIDERATIONS OF THE CURRENT BUDGET RECONCILIATION NEGOTIATIONSThe political classes in Washington D.C. continue to negotiate a final version of the budget reconciliation bill. The House version of...