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19 Jan 2011, 5:14 am
As estate planning attorneys we would like to think that our clients are all very proactive about scheduling estate plan reviews, but unfortunately this is not always the case. [read post]
12 Jan 2016, 1:05 pm
Time after time, I find that plan sponsors assume their providers are fiduciaries, but we all know that time after time, they are not, and moreover, that plan sponsors often don’t learn this until a court, during a lawsuit, lets the service provider off the hook on the ground that the service provider is not a fiduciary. [read post]
15 Nov 2018, 1:37 pm
Download Our Free Estate Planning Worksheet! [read post]
12 Mar 2024, 3:41 pm
Young adults should have an estate plan in place. [read post]
30 Mar 2017, 1:26 pm
Continue reading The post Estate Planning and Intellectual Property appeared first on New York Estate Planning Lawyer Blog. [read post]
3 Mar 2009, 9:01 am
In this case the “it” is how in-house counsel responsible for ERISA governed benefit plans should conduct their oversight of the plans, and the someone is American Airlines’ Vicki D. [read post]
12 Apr 2018, 4:00 am
Some errors that can cause a plan to lose its tax-qualified status may occur in the underlying plan document. [read post]
12 Apr 2018, 4:00 am
Some errors that can cause a plan to lose its tax-qualified status may occur in the underlying plan document. [read post]
3 Dec 2020, 1:04 pm
529 Savings Plans A 529 college savings plan can be the best way to go if you want to pave the way toward higher education. [read post]
3 Feb 2023, 1:30 pm
Contact Our Naperville Parenting Plan Lawyers Creating a parenting plan requires thoughtful consideration. [read post]
3 Feb 2023, 1:30 pm
Contact Our Naperville Parenting Plan Lawyers Creating a parenting plan requires thoughtful consideration. [read post]
11 Oct 2012, 11:41 am
Based off the language in Planned Parenthood v. [read post]
4 Dec 2013, 11:00 am
For the modern family, there simply has to be a bit more planning to get it right. [read post]
16 Oct 2014, 7:52 am
The Court agreed with other courts that have held that section 1325(b) only comes into effect in the confirmation of a plan, but not in the modification of a plan. [read post]
28 Mar 2023, 2:15 pm
Incapacitation planning is the process of planning for the possibility of severe illness or injury. [read post]
7 Apr 2020, 6:28 am
Historically, sponsors of 401(k) plans (and certain other types of qualified retirement plans, but not 403(b) plans) have been able to receive assurance that their written plan documents comply with the applicable requirements of the Code. [read post]
8 Sep 2016, 5:00 am
Planning for liquidity One of the biggest mistakes family farmers make is failing to plan for liquidity in their estate plan. [read post]
14 Mar 2021, 7:39 am
Continue reading The post 4 Pieces of Estate Planning Advice for Second Marriages appeared first on New York Estate Planning Lawyer Blog. [read post]
5 Jun 2020, 12:27 pm
Benefits of Charitable Giving When it comes to planning your Houston estate plan, one tool that should not be forgotten is charitable giving. [read post]
16 May 2017, 6:35 am
Continue reading The post Estate Planning and Buy-Sell Agreements for Your Business appeared first on New York Estate Planning Lawyer Blog. [read post]
