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Home » Legal Education

Legal Education

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

When and Where You Die Matters

June 3, 2019 by Stephen A. Mendel, Estate Planning Attorney

Where you die matters. While you’ll pay the same federal estate tax no matter where you die, 1/3 of the states have a separate estate or inheritance tax. The most populous state, California, is the latest state to consider adding a state estate tax. Read on to learn more. When and Where You Die Matters … [Read more...] about When and Where You Die Matters

Filed Under: Legal Education Tagged With: Estate Planning, estate tax, gift tax, inheritance tax, state estate tax

Making Trusts More Flexible

May 28, 2019 by Stephen A. Mendel, Estate Planning Attorney

Trusts can be drafted to be quite flexible. This article examines several ways you can add flexibility to your trust. This added flexibility will increase the usefulness of your trust. Making Trusts More Flexible … [Read more...] about Making Trusts More Flexible

Filed Under: Legal Education Tagged With: discretion, Estate Planning, flexibility, HEMS, judicial modification, Trust modification

Trust Protectors Add Flexibility

May 21, 2019 by Stephen A. Mendel, Estate Planning Attorney

Trusts can be drafted to be quite flexible. This article examines how Trust Protectors can add flexibility to your trust. This added flexibility can increase the usefulness of your trust. Trust Protectors Add Flexibility … [Read more...] about Trust Protectors Add Flexibility

Filed Under: Legal Education Tagged With: Estate Planning, flexibility, trust protector

Modifying an Irrevocable Trust

May 16, 2019 by Stephen A. Mendel, Estate Planning Attorney

Believe it or not, Irrevocable trusts often can be modified. They can be modified under the Uniform Trust Code or a state law decanting. Read on to learn more about how a modification of a trust can help. Modifying an Irrevocable Trust … [Read more...] about Modifying an Irrevocable Trust

Filed Under: Legal Education Tagged With: decanting, Estate Planning, modification, Uniform Trust Code

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