-
Recent Posts
Recent Comments
Archives
- February 2019
- May 2017
- November 2016
- March 2016
- October 2015
- September 2015
- July 2015
- April 2015
- January 2015
- January 2014
- March 2013
- February 2013
- January 2013
- December 2012
- November 2012
- October 2012
- August 2012
- June 2012
- May 2012
- March 2012
- February 2012
- January 2012
- November 2011
- October 2011
- September 2011
- August 2011
- July 2011
- June 2011
- May 2011
- April 2011
- February 2011
- January 2011
- October 2010
- September 2010
Categories
Meta
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
Posted in Uncategorized
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
Leave a comment
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
Leave a comment
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
Leave a comment
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
Leave a comment