529
Education Savings Plans in Your Revocable Living Trust 2010
Gift Tax Exclusions, Medicare Qualifications, Elder Law Acronym
List
February 2010
Planning
After "Repeal" of the Federal Estate Tax, The Impact
on Existing Estate Plan
January 2010
Latest
on the Estate Tax, IRA to Roth IRA Conversions Recap, Consider
IRA Trusts for Roth IRA Conversions
December 2009
NY
Testator Due Diligence Affidavit, IRA to Roth IRA Conversions,
New York Statutory Short Form POA Update
August 2009
Disability,
Medicaid Eligibility and Protecting Insurance and Litigation
Awards, President Obama Extends FDIC Coverage, NY Statutory
Short Form General Power of Attorney and Major Gifts Rider
Update and Another Estate Tax Reform Bill,
June 2009
New
Power of Attorney Form, Gift Tax Update and How Not to Use
a Family Limited Partnership
April 2009
"Where
the Heck Did I Put My Will?" - Important Documents that
We All Should Have Safely and Handily Available
May 2007
Pitfalls
and Solutions in Family and Closely Held Business Succession
Planning
April 2007
Disposition
of Remains - What Can Happen If ...; Probate Defined
March 2007
Planning
Ideas for 2007 - the QPRT; Changes in the Tax Code for 2007;
Glossary of Terms
February 2007
Estate
Planning and Asset Protection Basics for 2007 (and beyond)
January 2007
Year
End Planning - Non Charitable Gifts, Tuition, Medical Expenses
and the Kiddie Tax
Winter 2006
How
Does the Pension Protection Act of 2006 Effect Your Estate
Planning?
Fall 2006
Changes
for 2006-New Amounts and Rules; Is Your Estate Planning House
in Order? Five Questions You Should Ask Yourself
Winter-Spring 2006
New
Law on Who May Have Control Over Your Remains - Domestic
Partners Included
Summer 2006
Make
Your Year End Gifting Complete by Year End; New Rules and
(One Time?) Opportunities for Extra Savings under the Katrina
Relief Act
Fall 2005
Family
Limited Partnerships; Saving Taxes with Fractional Gifting
of Artwork and Other Tangibles; Donations of Non-Appreciated
Property; Estate Tax Savings with Disclaimers to Charities
and Family Foundations
Summer 2005
Developments
and Tax Savings in Estate, Gift, and Income Taxes; New Rules
for Charitable Contributions; Gifting Your Home
Winter-Spring 2005
