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Tag Archives: Trust
Portability- The Best Kept Secre
Recently the IRS released statistics for federal estate tax returns (form 706s) filed in 2011, which was the first year of portability (the ability of the surviving spouse to add the deceased spouse’s estate tax exemption to the surviving spouse’s … Continue reading
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Tagged Advanced Health Care Directive, assets, Conflicts, corperations, Dynasty Trust, Epic, Estate, Estate Planning, HIPAA, IRS, Legal, Legal Conflicts, living trust, Living Trusts, living will, NEW RULES, pour over wills, r, Randy S, Randy Spiro, special needs, stock, super lawyer, superlawyer, tax, taxes, transfering assets, Trust, Trusts, Trusts. Decendants, will
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When the original of the trust document has been lost
A person who has a revocable living trust may inadvertently lose the original trust document. He or she will typically continue to hold title to assets in the name of the trust. The person can still furnish copies from his … Continue reading
Posted in Uncategorized
Tagged assets, Estate, Estate Planning, IRS, Legal, Legal Conflicts, living trust, Living Trusts, living will, pour over wills, Randy S, Randy Spiro, special needs, super lawyer, taxes, Trust, Trusts. Decendants, will, Wills
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Is there a need to save estate tax?
For persons dying in 2014, the estate tax exemption is $5,340,000. If the surviving spouse files a timely estate tax return for the first-spouse-to-die, the first-spouse-to-die’s exemption can be added to the surviving spouse’s exemption. This is called portability. Unless … Continue reading
Posted in Uncategorized
Tagged Estate Planning, Living Trusts, pour over wills, tax, taxes, Trust, Wills
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Tale of the Trust Protector
An irrevocable trust can designate a trust protector and give him or her certain powers, for example, to change the trustee or to move the trust administration to a different jurisdiction. A trustee is a fiduciary because he or she … Continue reading
Posted in Estate Planning, Law, Super Lawyer, taxes, Trusts, Uncategorized, wills
Tagged living trust, Randy Spiro, super lawyer, Trust, Wills
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