By The Legal Intelligencer | February 13, 2018
In The Legal's Wealth Management/Trusts & Estates supplement, read about tax-efficient gifts for children and grandchildren, opportunities created by the Tax Cuts and Jobs Act, and how to fix broken trusts.
The Legal Intelligencer | Commentary
By Jeanna Lam and Herb Fineburg | February 12, 2018
One of the most commonly asked questions we receive as estate and financial planners is how to make tax-efficient gifts to children, grandchildren and other family members for education purposes.
The Legal Intelligencer | Commentary
By Carolyn R. Mirabile | February 12, 2018
Parties going through a divorce often have many decisions they need to make. Often those decisions will affect their financial future. Many financially dependent spouses are not prepared to understand their future financial needs.
The Legal Intelligencer | Commentary
By Melissa L. Dougherty | February 12, 2018
Recent increases in the federal gift tax and federal generation-skipping transfer tax exemption amounts create opportunities to correct the GST treatment of previously established irrevocable trusts.
The Legal Intelligencer | Commentary
By Rebecca Sallen | February 12, 2018
The largest tax reform in over three decades has now been signed into law. The Tax Cuts and Jobs Act (act) became law on Dec. 22, 2017, and will have wide-ranging implications for many industries. This article will address some of the possible estate planning possibilities.
The Legal Intelligencer | Commentary
By Martin J. Hagan | February 12, 2018
Trusts can “go bad” for many reasons. Some may be unsuitable from the outset, perhaps being the product of a trust-mill or a generic form downloaded…
The Legal Intelligencer | Commentary
By P. Kristen Bennett | February 12, 2018
Recent changes to the federal estate tax system have turned traditional estate planning on its head. Now under the new Tax Cuts and Jobs Act, most traditional estate plans for a married couple are likely to increase taxes at death, instead of saving taxes. This means attorneys who want to keep their clients happy had better redo existing estate plans and shift the focus of estate planning services moving forward.
The Legal Intelligencer | Commentary
By Candice L. Komar | February 11, 2018
Even happily married couples often neglect to estate plan. It may seem overwhelming, perhaps time-consuming, and it certainly isn't as appealing as planning a vacation or a retirement party or any of the myriad of more attractive items on their lists. For those in the process of a divorce it is even more distasteful.
The Legal Intelligencer | Commentary
By The Legal Intelligencer | February 6, 2018
In the Legal's E-Discovery supplement, read about possession, custody or control; preserving wearable data and how when it come to ethics and e-discovery, attorneys must stay current.
The Legal Intelligencer | Commentary
By Elie Francis | February 5, 2018
Data is duplicative by nature, but the way your operation stores and manages data is likely exposing it to unnecessary and costly redundancy. Most organizations handling e-discovery today could very well have a cumulative data set that is anywhere from five to 10 times bigger than necessary.
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