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Home Archives for legal education

Elizabeth D. Mitchell April 15, 2021

How to Dispose of “Stuff”

Clients are often most concerned about how to dispose of their tangible personal property, i.e., their “stuff.” Often even wealthy clients are most concerned with the things around them rather than … [Read more...] about How to Dispose of “Stuff”

Filed Under: Estate Planning, legal education Tagged With: attorney, consumer, tangible personal property, trust, will

Elizabeth D. Mitchell April 8, 2021

Using Disclaimers to Achieve Client Goals: Double Disclaimers

Disclaimers can be a good way of getting assets where you want them to go. If the disclaimer is a “qualified disclaimer,” the client isn’t treated as having made a taxable gift. Sometimes a “double … [Read more...] about Using Disclaimers to Achieve Client Goals: Double Disclaimers

Filed Under: Estate Planning, legal education Tagged With: attorney, disclaimer, trust, will

Elizabeth D. Mitchell April 2, 2021

Using Disclaimers to Achieve Client Goals

Disclaimers can be a good way of getting assets where you want them to go. If the disclaimer is a “qualified disclaimer,” the client isn’t treated as having made a taxable gift. This can be a great … [Read more...] about Using Disclaimers to Achieve Client Goals

Filed Under: Estate Planning, legal education Tagged With: attorney, disclaimer, trust, will

Elizabeth D. Mitchell March 25, 2021

Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries

Beneficiary designations can be deceptively simple. But their simplicity is sort of like an iceberg. Danger lurks beneath those tranquil waters, both for the client and the attorney. Designations for … [Read more...] about Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries

Filed Under: Estate Planning, legal education Tagged With: beneficiary designations, IRAs, retirement plans, SECURE act

Elizabeth D. Mitchell March 18, 2021

Beneficiary Designations and the SECURE Act: Prior Designations

Beneficiary designations can be deceptively simple. But their simplicity is sort of like an iceberg. Danger lurks beneath those tranquil waters, both for the client and the attorney. Designations for … [Read more...] about Beneficiary Designations and the SECURE Act: Prior Designations

Filed Under: Estate Planning, legal education Tagged With: beneficiary designations, IRAs, retirement plans, SECURE act

Elizabeth D. Mitchell March 11, 2021

Beneficiary Designations and the SECURE Act Basics

Beneficiary designations can be deceptively simple. But their simplicity is sort of like an iceberg. Danger lurks beneath those tranquil waters, both for the client and the attorney. Designations for … [Read more...] about Beneficiary Designations and the SECURE Act Basics

Filed Under: Estate Planning, legal education Tagged With: beneficiary designations, IRAs, retirement plans, SECURE act

Elizabeth D. Mitchell March 4, 2021

Beneficiary Designations

Beneficiary designations can be deceptively simple. You simply designate the person to whom you want the assets to go. But their simplicity is sort of like an iceberg. Danger lurks beneath those … [Read more...] about Beneficiary Designations

Filed Under: Estate Planning, legal education Tagged With: beneficiary designations, IRAs, retirement plans

Elizabeth D. Mitchell February 25, 2021

Joint Tenancy Problems in Estate Planning

Sometimes people use Joint Tenancy as an easy, simple way to do Estate Planning. However, this can have serious, unexpected drawbacks. Read on to learn more. … [Read more...] about Joint Tenancy Problems in Estate Planning

Filed Under: Estate Planning, legal education Tagged With: estate planning, joint tneancy

Elizabeth D. Mitchell February 18, 2021

Dynasty Trusts

What’s a “Dynasty Trust?” Such a trust is one that continues for the maximum term possible. There can be estate tax advantages to such a trust. Read on to learn more. … [Read more...] about Dynasty Trusts

Filed Under: Estate Planning, legal education Tagged With: Dynasty Trust, estate planning, estate tax, GST exemption

Elizabeth D. Mitchell February 11, 2021

Biden Administration Could Reduce Estate Tax Exclusion

Runoff Elections in Georgia resulted in a Senate controlled by Democrats. Could this impact your Estate Planning? It’s possible. Read on to learn more. … [Read more...] about Biden Administration Could Reduce Estate Tax Exclusion

Filed Under: Estate Planning, legal education Tagged With: applicable exclusion, estate planning

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News

How to Dispose of “Stuff”

Clients are often most concerned about how to dispose of their tangible personal property, i.e., their “stuff.” Often even wealthy clients are most … [Read More...] about How to Dispose of “Stuff”

Using Disclaimers to Achieve Client Goals: Double Disclaimers

Disclaimers can be a good way of getting assets where you want them to go. If the disclaimer is a “qualified disclaimer,” the client isn’t treated as … [Read More...] about Using Disclaimers to Achieve Client Goals: Double Disclaimers

Using Disclaimers to Achieve Client Goals

Disclaimers can be a good way of getting assets where you want them to go. If the disclaimer is a “qualified disclaimer,” the client isn’t treated as … [Read More...] about Using Disclaimers to Achieve Client Goals

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