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Home » Legal Education

Legal Education

The Lessons from Lisa Marie Presley

March 6, 2023 by Stephen A. Mendel, Estate Planning Attorney

We often post articles regarding the latest celebrity whose death created a mess because their Estate Plan failed to properly protect the celebrity’s family and loved ones. It seems that an individual with fame and money could easily avoid that result; however, that’s not always the case. The fallout caused by inadequate Estate Plans of celebrities provides great lessons for Estate Planning practitioners and their clients because the drama unfolds on a public stage. Tragically, Lisa Marie … [Read more...] about The Lessons from Lisa Marie Presley

Filed Under: Legal Education Tagged With: Estate Planning

Refresh and Reset: Syncing up in San Diego

December 15, 2022 by Stephen A. Mendel, Estate Planning Attorney

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 excellence in its Members, which includes the attorneys of The Mendel Law Firm, L.P. Read on to learn more about the unique experience at the Fall Summit 2022 Conference. Click to learn more. … [Read more...] about Refresh and Reset: Syncing up in San Diego

Filed Under: Legal Education Tagged With: Estate Planning

Death and Your Digital Footprint

September 21, 2022 by Stephen A. Mendel, Estate Planning Attorney

As more and more individuals get comfortable in the digital world, estate planning has evolved to address the collection and transfer of digital assets. For example, the widespread use of a legacy contact and/or password managers allows owners of digital content to control what happens to the digital information after they die. Read on to learn more. … [Read more...] about Death and Your Digital Footprint

Filed Under: Estate Planning, Legal Education

Planning for Special Needs Children

September 2, 2019 by Stephen A. Mendel, Estate Planning Attorney

Planning is important when providing for any of your children. But planning is even more important for special needs children. Without proper planning, an inheritance can jeopardize a special needs child’s needs-based benefits, such as SSI or Medicaid. Read on to learn more about planning for special needs children. Planning for Special Needs Children … [Read more...] about Planning for Special Needs Children

Filed Under: Legal Education Tagged With: Estate Planning, planning, special needs, trusts

New Tax Proposal re: Retirement Savings

July 23, 2019 by Stephen A. Mendel, Estate Planning Attorney

There are new tax proposals working their way through the House and Senate. These proposals, if passed, would change retirement savings significantly. Read on to learn more about these proposals and whether they might impact you or your clients. New Tax Proposal re: Retirement Savings … [Read more...] about New Tax Proposal re: Retirement Savings

Filed Under: Legal Education Tagged With: Estate Planning, IRA, retirement plans, SECURE act, tax proposal

Staying Current on Estate Planning

July 9, 2019 by Stephen A. Mendel, Estate Planning Attorney

It’s important for estate planning attorneys to stay up on the latest developments and techniques. The American Academy of Estate Planning Attorney held its semi-annual conference in Atlanta recently. Read on to learn more about the topics discussed at that cutting-edge conference. Staying Current on Estate Planning … [Read more...] about Staying Current on Estate Planning

Filed Under: Legal Education Tagged With: Core Foundation, Estate Planning, fiduciary, Funding, Spring Summit, Tax Update

You Never Know: Planning for the Unexpected

July 2, 2019 by Stephen A. Mendel, Estate Planning Attorney

This article examines the deaths of two people who died from doing very typical things. You never know what risks might be around the corner, even in seemingly safe endeavors, so you should be prepared. The article looks at the elements of a basic plan. You Never Know: Planning for the Unexpected … [Read more...] about You Never Know: Planning for the Unexpected

Filed Under: Legal Education Tagged With: Estate Planning, incapacity, powers of attorney, revocable trust, unexpected

Kiddie Tax is Worse Than Ever

June 25, 2019 by Stephen A. Mendel, Estate Planning Attorney

The Kiddie Tax can apply to the unearned income of children. Read on to learn if this tax applies to you or your children. Also, learn ways to avoid the Kiddie Tax. Kiddie Tax is Worse Than Ever … [Read more...] about Kiddie Tax is Worse Than Ever

Filed Under: Legal Education Tagged With: beneficiaries, Estate Planning, income tax, Kiddie Tax, trusts

What is a GST Trust?

June 18, 2019 by Stephen A. Mendel, Estate Planning Attorney

A Generation-Skipping or “GST” trust can be a good way to keep assets out of the taxable estate of a beneficiary and yet still allow them to be used for the beneficiary’s benefit during life. Read on to learn more about this type of trust and whether it might make sense for you. What is a GST Trust? … [Read more...] about What is a GST Trust?

Filed Under: Legal Education Tagged With: Estate Planning, generation-skipping, GST, state estate tax, trust

Planning is Critical

June 10, 2019 by Stephen A. Mendel, Estate Planning Attorney

It’s always important to have a plan. This is particularly true in estate planning. Did you know if you die without a Will (intestate), your state law dictates who gets your property and makes decisions for you? Read on to learn more about a heart-breaking story of someone who didn’t plan ahead. The consequences will devastate you. Planning is Critical … [Read more...] about Planning is Critical

Filed Under: Legal Education Tagged With: blended family, Estate Planning, intestacy, planning, probate

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