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14 Feb 2025, 8:56 am
February 14, 2025 | By: George Reilly Financial advisors are keenly aware of the looming “great wealth transfer” where huge amounts of money will transfer to younger generations and charities as Baby Boomers die or make lifetime gifts. [read post]
22 Nov 2024, 7:24 am
November 21, 2024 | By: George Reilly I think it’s fair to say that when people think about the term “estate planning” (if they ever really think about it that is), they associate it with lawyers and courts and the classic “reading of the Will” fable, which of course is certainly understandable. [read post]
13 Nov 2024, 12:29 pm
These are the foundational elements of what we at Dunlap Bennett & Ludwig, PLLC (DBL) refer to as an estate plan designed to give you peace of mind. [read post]
25 Oct 2024, 3:00 am
National/Federal How Elderly Dementia Patients Are Unwittingly Fueling Political Campaigns CNN – Blake Ellis, Melanie Hicken, Yahya Abou-Ghazala, Audrey Ash, Kyung Lah, Anna-Maja Rappard, Casey Tolan, Lou Robinson, and Brian Manley | Published: 10/22/2024 More than 1,000 reports filed with government agencies and consumer advocacy groups reviewed by CNN, along with an analysis of campaign finance data and interviews with dozens of contributors and their family members, show how… [read post]
6 Sep 2024, 11:00 am
September 6, 2024 | By: George Reilly The classic children’s tale of Cinderella has the magic spell that transformed Cinderella expiring at the stroke of midnight after the ball. [read post]
5 Sep 2024, 11:46 am
September 5, 2024 | By: George Reilly With continuing uncertainty regarding the federal estate tax laws, the Spousal Lifetime Access Trust (SLAT) is a popular option that helps high net-worth individuals maintain flexibility while maximizing their financial planning. [read post]
28 Aug 2024, 11:54 am
August 29, 2024 | By: George Reilly From personal photos and videos to social media accounts and online banking, many aspects of our lives are now intertwined with the internet. [read post]
20 Aug 2024, 6:25 am
A Note by Reilly Alridge Download the full Note here. [read post]
15 Jun 2024, 9:07 am
In re Shambow’s Estate, 15 So. 2d 837 (Fla. 1943). [read post]
1 May 2024, 11:04 am
O’Reilly and Edgar J. [read post]
26 Apr 2024, 3:00 am
Unfinished Bills, Tax Law Preparation Push Lobbying Spending Up MSN – Caitlin Reilly (Roll Call) | Published: 4/23/2024 Discarded deadlines on must-pass legislation drove lobbying activity and revenues, as expenditures by K Street’s biggest spenders ticked up in the first quarter of this year. [read post]
18 Mar 2024, 5:23 pm
If this happens, goods that are still owned by the cosigner might be incorrectly included in the consignee’s bankruptcy estate and used to pay off the latter’s creditors. [read post]
12 Feb 2024, 6:54 am
Reilly admitted the testator’s will to probate under EPTL § 3-5.1, reasoning that the testator executed her will in Maryland, in accordance with the then-effective Maryland law (id.). [read post]
26 Jan 2024, 3:00 am
Lobbying Spending by Top Interest Groups Dipped Amid 2023 Gridlock MSN – Caitlin Reilly (Roll Call) | Published: 1/24/2024 A year of gridlock amid divided government and Republican infighting on Capitol Hill drove down spending by the biggest interest groups by about 13 percent in 2023 from the previous year. [read post]
8 Jan 2024, 1:50 pm
January 8, 2024 | By: George Reilly Probate, the legal process of administering a deceased person’s estate, can be complex and challenging. [read post]
15 Dec 2023, 6:29 am
Thomas Dunlap, Managing Partner at DBL stated, “We are thrilled to have veteran estate planning lawyer, George Reilly, with his unparalleled expertise in estate planning, join our team. [read post]
28 Nov 2023, 11:02 am
Estate Planning: A Gift for Your Loved Ones November 27, 2023 | By: George Reilly This is the time of year when folks are trying to find the perfect gifts for their loved ones and are also thinking about their New Year’s Resolutions. [read post]
3 Nov 2023, 4:57 am
After settling, plaintiff alleges that she discovered certain state and federal income tax overpayments, totaling approximately $1.1 million, made from accounts that were part of the marital estate. [read post]
22 Oct 2023, 11:03 pm
The Closure of the Salander O’Reilly Gallery In 2007, Salander O’Reilly Galleries was a high-profile gallery that had been in operation for over 20 years in New York. [read post]
14 Jun 2023, 5:01 am
From the just-filed amicus brief in Estate of Herndon v. [read post]