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The Estate Planner

A Newsletter for estate planning practitioners

The Estate Planner
 

June 29, 2016

Top 10 Tax and Estate Planning Considerations for Same-Sex Couples

John McManus | Trusts & Estates

Today, there are opportunities and protections within reach for same-sex couples that were unavailable during most of American history.

FULL ARTICLE


Does a Stretch IRA Always Make Financial Sense?

James G. Blase | Trusts & Estates

When balanced against the income tax treatment of a nonqualified portfolio of investments, post-death distributions from qualified plans and IRAs will generally produce a significantly inferior result.

FULL ARTICLE


Six Characteristics of NextGen Art Collectors

Evan Beard and Ramsay H. Slugg | Trusts & Estates

We identified six key cultural characteristics of the new breed of collector, each carrying implications for art market and estate planning professionals.

FULL ARTICLE


Going-Concern Valuations Just Got a Little Messy

Carsten Hoffmann | Trusts & Estates

The implications of excluding all asset-based approaches from going-concern valuations are potentially significant.

FULL ARTICLE


Florida Passes Fiduciary Access to Digital Assets Act

Jennifer J. Wioncek and Michael D. Melrose | Trusts & Estates

Jennifer Wioncek and Michael Melrose discuss the purpose of the new legislation and what it means for clients.

FULL ARTICLE


Nursing Home Arbitration Agreements

Michael J. Fedalen | Trusts & Estates

Michael J. Fedalen sheds light on the difficulty in holding nursing homes accountable for clients' injuries and suggests a possible solution.

FULL ARTICLE


 

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