• Aging Parents Planning - Text of Powerpoint February 12th, 2013
• Domestic Asset Protection Trusts January 22nd, 2013
• Estate Planning After ATRA 2012 - Outline of Power Point January 8th, 2013
• Estate Planning after ATRA - The Taxpayer Relief Act of 2012 January 7th, 2013
• 2013 Tax Act impact on Estate Planning January 2nd, 2013

• NAPFA Seminar on Annual Estate Planning Review Meetings (49:08) March 9th, 2012
• NAPFA Seminar on Annual Estate Planning Review Meetings (49:08) March 9th, 2012
• NAPFA Seminar on Dynasty Trusts (85:36) March 9th, 2012
• Heckerling Review (85:52) February 14th, 2012
• Planning for RV'ers from Alumapalooza June 3 2011 (58:06) July 12th, 2011

• Future of the Estate Planning Profession: What Practitioners Must Know and Do May 1st, 2013
• Insurance Planning Post-ATRA March 28th, 2013
• Advising the Pro-Athlete - Estate and Related Planning March 13th, 2013
• Estate Planning after the 2013 Tax Relief Act - What to do Now March 13th, 2013
• 2012 Gifts, Trusts and Estate Planning - Essential Follow up Steps February 28th, 2013

• Future of the Estate Planning Profession May 1st, 2013
• Insurance Planning Post-ATRA March 27th, 2013
• Athlete Planning March 13th, 2013
• Follow up on 2012 Gift and Transfer Planning May 16th, 2003
• Planning for Aging Parents February 11th, 2013

• Email Consent Procedure December 25th, 2009
• Property Management Consulting Agreement Short Sample Form December 17th, 2009
• Consulting Agreement for Inventor - Sample December 17th, 2009
• Sample Short Form Consulting Agreement December 17th, 2009
• Sample Short Consulting Agreement December 17th, 2009

State Death Tax Deduction

A deduction is permitted in 2010 in the amount of state death taxes if the estate is subjected to estate tax (instead of the carryover basis rules) and in later years. This deduction had previously been available in...

Last Deceased Spouse

On your death, if your previously deceased spouse had not used his or her estate tax exclusion you may, under the new portability concept, be permitted to take advantage of that unused exclusion. To assure that your...

Indexing

The estate tax “Basis Exclusion Amount” is to be indexed for inflation (from 2010) beginning in 2012. If the estate tax relief provisions are not extended, that will be the only year of increase since the law revert...

Deed versus Will

December 10th, 2009

All five children (myself and my siblings) are in our parents will, but only 3 are on the deed to their home. Would the to remaining two siblings who aren't on the deed be entitled to any money from the estate from the sale of our parents house? It is being sold because are parents have recently passed away. Read the Answer…

Powers of attorney

December 3rd, 2009

I was told that since I have a multiple sclerosis I should sign an general power of attorney and not use a springing power. What does this all mean and why and how is it different from the power of attorney a lawyer prepared for me years ago before my diagnosis? Read the Answer…

Residual disability - private disability claim

December 3rd, 2009

I was diagnosed with MS and because of complications I have to cut back at work. I was told I should file a claim with my private disability company even though I will be able to work as i might qualify for what they called residual disability benefits. Any suggestions? Read the Answer…