Posts tagged with: "Estate-Planning"
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28 Jan 2009, 5:14 pm
Listen to Shareholders agreements in the context of an estate plan This week on Hull on Estate and Succession Planning, Ian and Suzana discuss what a shareholders agreement is and how that can be an important tool in the context of an estate plan. [read post]
9 Jan 2012, 11:00 am
Hopefully, one of your resolutions is to update your estate plan. [read post]
25 Aug 2014, 8:43 am
So far the company has targeted its service to probate attorneys and other estate-planning professionals. [read post]
17 Nov 2010, 1:02 pm
Jacobs, the author of the recently-published book Estate Planning Smarts. [read post]
11 Mar 2008, 5:50 pm
This information will be useful to any Florida Estate Planning Lawyer in the creation of an estate plan. [read post]
13 Feb 2010, 8:39 pm
Often overlooked in the estate and gift tax planning process is how a revocable trust established by a now-deceased spouse is viewed if the surviving spouse applies for Medicaid. [read post]
1 Dec 2003, 12:11 pm
In San Diego, many residents do not have an estate plan. [read post]
19 Mar 2024, 5:00 am
A dynasty trust is an estate planning trust that provides estate tax savings and asset protection throughout multiple generations. [read post]
26 Apr 2013, 4:45 am
This has some very profound implications on an estate planning level. [read post]
13 May 2015, 9:30 am
Once the basic estate plan is in place, you should revisit it periodically with your attorney. [read post]
11 Jun 2014, 4:39 am
Games such as Estate Quest can help to facilitate the conversation about estate planning as well as highlight the potential issues that can come with attempting estate planning on your own. [read post]
12 Apr 2023, 12:00 pm
Below is information for an upcoming Webinar for CLE/CPE credits presented by the New York County Lawyers Association: Practical Advice & Recent Developments in Estate Planning with Retirement Assets, including Trust Issues Thursday, May 18, 2023 Many taxpayers have accumulated... [read post]
20 Apr 2016, 2:00 pm
The Boston Estate Planning Council has announced that this year’s 2016 excellence award, which is the council’s highest honor, will go to Barbara Freedman Wand. [read post]
30 Apr 2014, 5:30 am
Estate and tax planning is no exception. [read post]
22 Feb 2023, 12:42 pm
On February 22, 2023, Mark Brown and Chris Weeg gave a presentation titled “2023 Heckerling and Florida Update” hosted by the East Coast Estate Planning Council and Palm Beach Tax Institute at the National Croquet Center. [read post]
13 Feb 2024, 7:51 am
Love is in the air this February, but did you know that taking care of your loved ones extends far beyond a box of […] The post Feel Good About the Future: 5 Reasons to Tackle Your Estate Plan This February appeared first on Surprenant & Beneski, PC. [read post]
31 Oct 2018, 4:00 pm
A well-organized estate plan is a wonderful gift to your loved ones at a time when they may be grief-stricken and lost. [read post]
25 Mar 2023, 11:00 am
— Will Your New Estate Planning Associate Know Texas Law? [read post]
17 Aug 2018, 12:00 pm
When a client's intent is at issue in a will contest suit, who better to ascertain the client's intentions than that of their estate planning attorney? [read post]
19 Mar 2020, 2:00 pm
The American Law Institute is holding a webcast entitled, Financial Exploitation of the Elderly: Estate Plan Strategies to Protect You and Your Client, on Wednesday, March 25, 2020 at 1:00 – 2:30 pm Eastern. [read post]
