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Home Archives for legal education

Elizabeth D. Mitchell December 15, 2022

Refresh and Reset: Syncing up in San Diego

The best Estate Planners stay current on the latest trends. The American Academy of Estate Planning Attorneys held its semi-annual conference providing education on selected topics designed to inspire … [Read more...] about Refresh and Reset: Syncing up in San Diego

Filed Under: Estate Planning, income taxation, legal education

Elizabeth D. Mitchell December 8, 2022

Planning for the International Client

As the world shrinks due to increased mobility and interconnectedness, estate planning has become more complex. Now estate planning requires understanding issues that arise when a client owns assets … [Read more...] about Planning for the International Client

Filed Under: Estate Planning, legal education

Elizabeth D. Mitchell December 5, 2022

Common Mistakes in Estate Planning – Part V

Some individuals create a Revocable Trust, pour-over Will, Property Power of Attorney, Health Care Power of Attorney, Living Will, Health Insurance Portability and Accountability Act Authorization Act … [Read more...] about Common Mistakes in Estate Planning – Part V

Filed Under: Estate Planning, legal education

Elizabeth D. Mitchell November 24, 2022

Common Mistakes in Estate Planning – IV

With the proliferation of the internet has come a plethora of websites claiming that individuals may take a “Do It Yourself” approach to Estate Planning. While individuals may think that a plan … [Read more...] about Common Mistakes in Estate Planning – IV

Filed Under: Estate Planning, legal education

Elizabeth D. Mitchell November 17, 2022

Common Mistakes in Estate Planning – Part III

Those who take the time to create an Estate Plan usually desire to keep it private and to ensure that no beneficiary can alter the plan after their death. Sometimes, the desire to maintain privacy … [Read more...] about Common Mistakes in Estate Planning – Part III

Filed Under: Estate Planning, legal education

Elizabeth D. Mitchell November 10, 2022

Common Mistakes in Estate Planning – Part II

When people think about an Estate Plan, they often have tunnel vision and focus on just a few of the many considerations that influence the plan. Most individuals focus on their assets and figuring … [Read more...] about Common Mistakes in Estate Planning – Part II

Filed Under: Estate Planning, legal education

Elizabeth D. Mitchell November 3, 2022

Common Mistakes in Estate Planning – Part I

Despite knowing that they should have an estate plan, many individuals look for shortcuts to creating an Estate Plan. They rely upon advice from seemingly well-intentioned individuals that if avoiding … [Read more...] about Common Mistakes in Estate Planning – Part I

Filed Under: Estate Planning, legal education

Phil Keenan October 27, 2022

Lessons from Patagonia

Estate planning often encompasses, at least in part, business succession planning. Many individuals own family businesses with the idea of passing the business on to the next generation. Of course, … [Read more...] about Lessons from Patagonia

Filed Under: Estate Planning, legal education

Phil Keenan October 20, 2022

Planning for the “Silver Tsunami”

As the population over the age of 65 continues to grow, unique problems arise. For example, many seniors may have never married, or outlived their spouse and lack confidence that someone will help … [Read more...] about Planning for the “Silver Tsunami”

Filed Under: Estate Planning, legal education

Phil Keenan October 13, 2022

Discharge of Indebtedness Income and Student Loan Forgiveness

While many taxpayers may be excited about the prospect of reduced loan balances as part of Biden’s Loan Forgiveness Program, they may have questions about the potential tax consequences of that … [Read more...] about Discharge of Indebtedness Income and Student Loan Forgiveness

Filed Under: Estate Planning, legal education

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News

The IRS’ Annual Warning: The 2023 Dirty Dozen

As another tax season closes, it’s a good time to review the list of “Dirty Dozen” tax schemes published by the Internal Revenue Service for the year. … [Read More...] about The IRS’ Annual Warning: The 2023 Dirty Dozen

The Joy in Joint Trusts

Joint trusts offer clients many benefits both during life and after death. Those with joint trusts need to understand the limitations inherent in the … [Read More...] about The Joy in Joint Trusts

How Tax and Non-Tax Considerations Impact Estate Planning – Part II

People often believe that Estate Planning is a “simple” process designed only for those whose estates will exceed the Applicable Exclusion Amount of … [Read More...] about How Tax and Non-Tax Considerations Impact Estate Planning – Part II

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