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Home Archives for Elizabeth D. Mitchell

Elizabeth D. Mitchell

Elizabeth D. Mitchell September 28, 2023

IRS Confirms Grantor Trust Status Alone Does Not Cause a Step-Up in Basis

The IRS released Revenue Ruling 2023-2 explaining that assets in a trust which is not included in the estate of the decedent don’t receive a “step-up” in income tax basis. This is the case even if the … [Read more...] about IRS Confirms Grantor Trust Status Alone Does Not Cause a Step-Up in Basis

Filed Under: Estate Planning, estate taxation, legal education

Elizabeth D. Mitchell September 21, 2023

Understanding the Importance of the Simultaneous Death Act

Most spouses create Estate Plans that are intertwined. The plans work well on numerous levels allowing the spouses to benefit the surviving spouse and then distributing their joint assets to their … [Read more...] about Understanding the Importance of the Simultaneous Death Act

Filed Under: Estate Planning, legal education

Elizabeth D. Mitchell September 14, 2023

The SECURE Act – the Gift That Keeps On Giving

The SECURE Act of 2019 altered the landscape for IRAs significantly when signed into law. Just when advisors gained a level of comfort with the SECURE Act, the United States Treasury Department issued … [Read more...] about The SECURE Act – the Gift That Keeps On Giving

Filed Under: Estate Planning, legal education, retirement planning

Elizabeth D. Mitchell August 24, 2023

Gen X – This One’s for You (Really Every Generation Should Read This)

As the Baby Boomer Generation retires and eventually dies, the greatest transfer of wealth will occur and according to many sources, it will dwarf any prior wealth transfer. This transfer gives those … [Read more...] about Gen X – This One’s for You (Really Every Generation Should Read This)

Filed Under: Estate Planning, legal education

Elizabeth D. Mitchell August 17, 2023

R-E-S-P-E-C-T Find Out What It Means To…Your Estate Plan

Individuals often have reservations about seeking out an attorney’s help with their Estate Plan. Sometimes they worry about the cost, other times they think that they can do it on their own, and … [Read more...] about R-E-S-P-E-C-T Find Out What It Means To…Your Estate Plan

Filed Under: Estate Planning, legal education

Elizabeth D. Mitchell August 10, 2023

A Real-Life Look at the Application of the Slayer Statute

Usually women sue their husband’s estate to enforce their right to the elective share of their husband’s estate. Of course, it’s not just wives that sue the estate of their husbands, but both husbands … [Read more...] about A Real-Life Look at the Application of the Slayer Statute

Filed Under: Estate Planning, legal education

Elizabeth D. Mitchell April 27, 2023

What Does the Respect for Marriage Act Mean for Estate Planning?

When the Supreme Court issued its opinion in Dobbs v. Jackson Women’s Health Organization, 576 U.S. 644 (2015), Estate Planning practitioners took note. Justice Clarence Thomas, in his concurring … [Read more...] about What Does the Respect for Marriage Act Mean for Estate Planning?

Filed Under: Estate Planning, legal education

Elizabeth D. Mitchell April 20, 2023

What Bruce Willis Can Teach Us About Incapacity Planning

When Bruce Willis announced his retirement from acting because of aphasia, it sent shockwaves through Hollywood and across the country. Just a few weeks ago, Bruce’s family indicated that the disease … [Read more...] about What Bruce Willis Can Teach Us About Incapacity Planning

Filed Under: Estate Planning, legal education

Elizabeth D. Mitchell April 13, 2023

The Intersection of Bank Failure and FDIC Insurance

Three banks have collapsed in one week sending shockwaves through the banking industry. Many may wonder if their deposits are safe. Thankfully, the Federal Deposit Insurance Company insures deposits … [Read more...] about The Intersection of Bank Failure and FDIC Insurance

Filed Under: consumer protection, Estate Planning, legal education

Elizabeth D. Mitchell April 6, 2023

What’s in President Biden’s Revenue Proposals?

Retirement plans offer a terrific opportunity for taxpayers to save for their retirement in a tax-deferred way. While several types of these plans exist, most individuals have some level of … [Read more...] about What’s in President Biden’s Revenue Proposals?

Filed Under: Estate Planning, legal education

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News

IRS Confirms Grantor Trust Status Alone Does Not Cause a Step-Up in Basis

The IRS released Revenue Ruling 2023-2 explaining that assets in a trust which is not included in the estate of the decedent don’t receive a “step-up” … [Read More...] about IRS Confirms Grantor Trust Status Alone Does Not Cause a Step-Up in Basis

Understanding the Importance of the Simultaneous Death Act

Most spouses create Estate Plans that are intertwined. The plans work well on numerous levels allowing the spouses to benefit the surviving spouse and … [Read More...] about Understanding the Importance of the Simultaneous Death Act

The SECURE Act – the Gift That Keeps On Giving

The SECURE Act of 2019 altered the landscape for IRAs significantly when signed into law. Just when advisors gained a level of comfort with the SECURE … [Read More...] about The SECURE Act – the Gift That Keeps On Giving

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