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Home Archives for Estate Planning

Elizabeth D. Mitchell May 12, 2022

The Toll of Serving as Fiduciary

Estate Planning attorneys balance competing interests when helping clients decide who they should name as personal representative and trustee. Some of the factors that a client needs to consider are … [Read more...] about The Toll of Serving as Fiduciary

Filed Under: Estate Planning, legal education

Elizabeth D. Mitchell May 5, 2022

The Power in Powers of Appointment

Estate Planning attorneys balance competing interests when creating estate plans. Uncertainty about the future concerning taxes and each beneficiary’s situation requires flexibility in an Estate Plan. … [Read more...] about The Power in Powers of Appointment

Filed Under: Estate Planning, GPOA, legal education, LPOA, powers of appointment

Elizabeth D. Mitchell April 28, 2022

Just When You Thought You Understood the 10-Year Rule, Think Again

IRAs have become ubiquitous components of estate plans. The SECURE Act of 2019 altered the landscape for IRAs significantly by eliminating the stretch benefit for most designated beneficiaries and … [Read more...] about Just When You Thought You Understood the 10-Year Rule, Think Again

Filed Under: consumer, Estate Planning, legal education, retirement planning

Elizabeth D. Mitchell April 14, 2022

Let’s Talk about Trusts…and Taxation

Estate planning attorneys need to understand and explain taxation of trusts in order to properly advise clients. Individual clients need to understand the implications of the plan their attorney … [Read more...] about Let’s Talk about Trusts…and Taxation

Filed Under: Estate Planning, legal education

Elizabeth D. Mitchell April 7, 2022

What Estate of Marion Levine Means for Life Insurance

Life insurance has long been part of Estate Plans, whether used to ensure liquidity for the estate on the death of the insured, or simply as income replacement on the death of the insured. … [Read more...] about What Estate of Marion Levine Means for Life Insurance

Filed Under: Estate Planning, legal education

Elizabeth D. Mitchell March 17, 2022

What Everyone Should Know about the New FDIC Regulations

Although revocable trusts are the centerpiece for many estate plans, many clients are confused by what amount of their deposit accounts are insured by the Federal Deposit Insurance Company. To make … [Read more...] about What Everyone Should Know about the New FDIC Regulations

Filed Under: consumer protection, Estate Planning, legal education Tagged With: estate planning, Federal Deposit Insurance Company, irrevocable trust, revocable trust

Elizabeth D. Mitchell March 10, 2022

State Income Taxation of Social Security Benefits

The pandemic has had a long-lasting influence on our culture, including encouraging relocation at previously unheard-of levels. Imagine the surprise of a recently relocated retiree who discovers that … [Read more...] about State Income Taxation of Social Security Benefits

Filed Under: Estate Planning, legal education Tagged With: estate planning, income tax, Social Security benefits, state and local tax

Elizabeth D. Mitchell March 3, 2022

How Estate Planning for a Family May Trap the Unwary Practitioner

Attorneys have long advised entire families with respect to their estate planning. Ethics require attorneys to maintain a duty of loyalty to each client they represent and fully advise their clients … [Read more...] about How Estate Planning for a Family May Trap the Unwary Practitioner

Filed Under: Estate Planning, legal education, tax Tagged With: attorney, consumer, estate tax, income tax, lawsuit, limited liability company, malpractice, partnership, sale to intentionally defective grantor trust

Elizabeth D. Mitchell February 24, 2022

The Evolution of our Unified Estate and Gift Tax System

Many individuals think that if their estate is below a certain amount that they need not be concerned with Estate Planning.  As this article demonstrates, because the Estate Tax evolves constantly, … [Read more...] about The Evolution of our Unified Estate and Gift Tax System

Filed Under: Estate Planning, legal education

Elizabeth D. Mitchell February 17, 2022

Double Your Gifting with Spousal Gift-Splitting

As you plan your strategy for 2022, it’s important to consider gifting, including spousal gifts. Your spouse could double your ability to make gifts of “annual exclusions” without being considered to … [Read more...] about Double Your Gifting with Spousal Gift-Splitting

Filed Under: Estate Planning, legal education

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News

The Toll of Serving as Fiduciary

Estate Planning attorneys balance competing interests when helping clients decide who they should name as personal representative and trustee. Some of … [Read More...] about The Toll of Serving as Fiduciary

The Power in Powers of Appointment

Estate Planning attorneys balance competing interests when creating estate plans. Uncertainty about the future concerning taxes and each beneficiary’s … [Read More...] about The Power in Powers of Appointment

Just When You Thought You Understood the 10-Year Rule, Think Again

IRAs have become ubiquitous components of estate plans. The SECURE Act of 2019 altered the landscape for IRAs significantly by eliminating the stretch … [Read More...] about Just When You Thought You Understood the 10-Year Rule, Think Again

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