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28 Oct 2022, 3:30 am by Kent D. Schenkel
Continue reading "A Life Insurance Tax Dodge Under Layers of Math"The post A Life Insurance Tax Dodge Under Layers of Math appeared first on Jotwell. [read post]
2 Mar 2011, 11:00 am by scanner1
The Montana Supreme Court has issued an Unpublished Opinion in the following matter: DA 10-0460, 2011 MT 37N, IN THE MATTER OF THE ESTATE OF JOHN WINKLEY IRVINE, JR., VA VA IRVINE, Interested Party and Appellant, v. [read post]
11 Sep 2012, 3:00 am by Kyle Krull
Forbes recently addressed this matter in an article titled "Deathbed Tax Dodges: Take These Steps Now To Save Later," identifying certain fundamental tax moves to make even in the eleventh hour at life's end. [read post]
29 Sep 2015, 11:08 am by Shawn Garrison
The post Messy Divorces Could Be Dodged With Prenuptial Agreements appeared first on Dads Divorce. [read post]
11 Dec 2008, 2:15 pm
As a follow up to that post, it seems that the estate planner at the center of this particular drama dodged the bullet (for now). [read post]
28 Feb 2017, 10:00 am by Kyle Krull
Reference: The (Dodge City, KS) High Plains Journal (January 30, 2017) “Estate planning is for everyone” [read post]
17 Jan 2011, 8:05 pm by Kenneth Vercammen
Party overcame the presumptions of undue influence with respect to both the Will IN THE MATTER OF THE ESTATE OF HARRIET ALEXANDRA SYDLAR, DECEASED. [read post]
26 Oct 2012, 11:00 am by Marsha Tesar
Forbes recently addressed this matter in an article titled “Deathbed Tax Dodges: Take These Steps Now To Save Later,” identifying certain fundamental tax moves to make even at life’s end. [read post]
17 Mar 2010, 5:24 pm by David C. Winton
So, an “as is” clause is not an “anything goes” pass that allows a seller to dodge disclosure requirements. [read post]
14 Jan 2010, 1:01 pm by Adrian Lurssen
Many planners believe it is likely that legislation, when it is passed, will result in a return to something akin to the 2009 rules, which provided for a $3.5 million per person federal estate and GST tax exemption and a tax rate of 45%...Estate and Gift Tax Update - Changes in 2010 and Beyond - by Edwards Angell Palmer & Dodge LLP:"No matter what Congress does or does not do, many estate plans allocate assets among trusts or beneficiaries… [read post]
10 Aug 2010, 9:16 am by PaulKostro
Law Lessons from In The Matter of the Estate of Pasquale Suraci, Deceased, BER-P-284-09, Honorable Peter E. [read post]
18 Jun 2014, 5:41 pm by Kelly Phillips Erb
The headlines are meant to grab your attention: Wealthy Clintons use trusts to avoid full estate tax they back After touting estate tax, Bill and Hillary Clinton seize on loopholes Bill and Hillary Clinton are dodging ‘death tax’ on their homes despite campaigning to raise it Clintons use loophole to avoid estate tax they helped create Gasp. [read post]
13 Dec 2010, 9:21 am by PaulKostro
Law Lessons from IN THE MATTER OF THE ESTATE OF HARRIET ALEXANDRA SYDLAR, DECEASED, App. [read post]
25 Jan 2014, 8:58 am by Kenneth Vercammen
In the Matter of the Estate of Madeleine Stockdale, Deceased 196 NJ 275 (2008)            A grievance based upon undue influence may be sustained by showing that the beneficiary had a confidential relationship with the party who established the account. [read post]
10 Aug 2010, 9:18 am by PaulKostro
Law Lessons from In The Matter of the Estate of Pasquale Suraci, Deceased, BER-P-284-09, Honorable Peter E. [read post]