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Home / Educational Alerts

Educational Alerts

The Case of the iPhone Will

This month’s Alert examines how a “Will” might be in various different forms, like on an iPhone. The Alert also discusses how it may be prudent to use other devices to avoid probate.

A New Paradigm: Planning for State Estate Taxes

This month’s Alert examines issues concerning state estate taxes. While the federal exemption has increased to over $5 million per person, about 1/3 of the states have exemptions as low as $675,000.

Charitable Planning Ideas

This month’s Alert focuses on charitable giving. Often, people like to think of charitable giving at year-end. In addition to year-end giving for income tax purposes, a client may wish to think about including charitable giving in their estate plan to capture income, gift, or estate tax savings. Whenever they do the giving, charitable giving is a great way to give back to the community!

Planning for Children with Special Needs

This month’s Alert examines how to preserve government benefits for beneficiaries with special needs. A “Special Needs Trust” can ensure assets you leave the beneficiary do not disqualify them from government benefits.

Tax Court Says Taxpayer Cannot Have it Both Ways

This month’s alert examines a case involving the rule of consistency. In the case, beneficiaries of a trust were trying to contest the income tax basis of a property. The basis had derived from the estate tax valuation as reported by the executor of the decedent’s estate. The court concluded that the beneficiaries were bound by the executor’s position because of the rule of consistency.

Protecting an Inheritance as Opposed to Ruling from the Grave

How much protection is enough? This month’s alert examines this quandary and the tension between protecting beneficiaries and giving them control of assets.

New Rules for Same-Sex Couples

This alert discusses the IRS’ recently-released ruling regarding married same-sex couples. It examines how the IRS will treat such couples, even when they live in a state which does not respect their marriage.

Estate of Hurford: a Taxpayer’s Tale of Woes

This month’s alert examines a case which illustrates the importance of choosing an estate planning attorney. It also demonstrates the importance of the implementation of a strategy, in this case a Family Limited Partnership (FLP).

U. S. Supreme Court Rules DOMA Unconstitutional: Estate Planning for LGBTQ Couples Just Got Easier – and More Complicated

The U.S. Supreme Court recently released two decisions concerning same-sex marriages. This alert examines the landscape of same-sex marriage and estate planning for LGBT couples in light of Windsor and Petty.

President’s Budget Proposal for 2014: Greater Estate Taxes, Income Taxes May Be in Your Future

This month’s Alert examines the tax aspects of the Administration’s proposed 2014 budget.

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Testimonials

Client Review
September 8, 2020
    

Dean's knowledge is very comprehensive and current. He not only sees and understands the particular question but he puts it in the context my particular matter and to the overall business and tax environment. Dean has been my attorney for many (over 20) years. I am also an attorney but I would never make a tax, business or financial decision without his extraordinary advice and counsel.

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