Estates & Trusts

Past 3 Months

From the program: End-of-Life Planning for the Low-Income Client (Free)

Released on: Jul. 12, 2013

End of Life Planning is, like Death and Taxes, one of those things that can go from an easy, informative and straightforward conversation to a drawn-out nightmare if ignored. Low income and very low-income clients, unlike the average middle class client, frequently do not understand the importance of, for example, having identified caretakers for their minor children in place. They frequently resort to “no planning” or improvised planning which does ...

Recorded on: Jul. 12, 2013

Taken from the briefing Supreme Court, DOMA and Proposition 8: Implications for the Future recorded July, 2013.In United States v. Windsor the Court struck down Section 3 of the Defense of Marriage Act and inHollingsworth v. Perry the Court dismissed an appeal defending California's Proposition 8.Please listen to Erwin Chemerinsky, Founding Dean and Distinguished Professor of Law at the University of California, Irvine ...

From the program: Estate Planning Institute 2013 (44th Annual)

Recorded on: Sep. 18, 2013

Taken from the Web Program Estate Planning Institute 2013 (44th Annual) recorded September, 2013 in New York.Lecture Topics  [01:01:50]Planning for Post-Death Decisions  [01:01:50] State of domicile can have a wide range of consequences to the estate Put options and other rights (options) under buy-sell and other agreements Extension of time to pay estate tax under 6161 for reasonable cause Estate tax deferral 6166 Graegin loans ...

Published: September 2013