Drafting Gone Bad
Authored by: Paul J. Sowell, Esq. The importance of careful drafting of estate planning documents cannot be overstated. The case of In re Gullo, N.Y.L.J., July 6, 2009, P. 37 (Sur. Ct., Suffolk co.)...
View ArticleGeorgia Court Denies Child Born Out of Wedlock ‘Lawfulness’ Under Her...
Authored by: Michael C. Levy, Esq. The importance of carefully drafted language in estate planning documents increases as the types of potential takers from an estate becomes more complex and varied....
View ArticleCase Law Trend Continues To Lessen The Bite of In Terrorem Clauses
Authored by: Paul J. Sowell, Esq. The Court of Appeals decision in Matter of Singer, 13 NY2d 447 (2009) supports the growing case law trend that an in terrorem clause does not necessarily foreclose a...
View ArticleThe Future of Estate Planning For Same Sex Couples
Authored by: Michael C. Levy, Esq. In early June, we discussed the movement towards federal tax equality for same sex couples created by an IRS ruling on California domestic partnerships. At the time,...
View ArticleFrom Super Committee to Sensible Estate Tax and Beyond…
Authored by: Neeli Shah, Esq. In light of Congress’s recent quest to find new sources of revenue and the looming changes to the estate and gift tax regimes, the time to focus on estate planning to make...
View ArticleYou Are Not Finished With Your 2012 Gifting Until You File Your Gift Tax Return
Authored by: Neeli G. Shah Many opportunistic taxpayers rushed to make year-end gifts during 2012. As a result, a record number of 2012 gift tax returns are expected to be filed in 2013. These returns...
View ArticleThe Prospect of Estate Tax Repeal: What to Do Now
With the election of Donald Trump as the 45th President of the United States, the prospect of tax reform, and specifically repeal of the Federal estate tax, has become more plausible. Repeal of the...
View ArticleDrafting Gone Bad
Authored by: Paul J. Sowell, Esq. The importance of careful drafting of estate planning documents cannot be overstated. The case of In re Gullo, N.Y.L.J., July 6, 2009, P. 37 (Sur. Ct., Suffolk co.)...
View ArticleGeorgia Court Denies Child Born Out of Wedlock ‘Lawfulness’ Under Her...
Authored by: Michael C. Levy, Esq. The importance of carefully drafted language in estate planning documents increases as the types of potential takers from an estate becomes more complex and varied....
View ArticleCase Law Trend Continues To Lessen The Bite of In Terrorem Clauses
Authored by: Paul J. Sowell, Esq. The Court of Appeals decision in Matter of Singer, 13 NY2d 447 (2009) supports the growing case law trend that an in terrorem clause does not necessarily foreclose a...
View ArticleThe Future of Estate Planning For Same Sex Couples
Authored by: Michael C. Levy, Esq. In early June, we discussed the movement towards federal tax equality for same sex couples created by an IRS ruling on California domestic partnerships. At the time,...
View ArticleFrom Super Committee to Sensible Estate Tax and Beyond…
Authored by: Neeli Shah, Esq. In light of Congress’s recent quest to find new sources of revenue and the looming changes to the estate and gift tax regimes, the time to focus on estate planning to make...
View ArticleYou Are Not Finished With Your 2012 Gifting Until You File Your Gift Tax Return
Authored by: Neeli G. Shah Many opportunistic taxpayers rushed to make year-end gifts during 2012. As a result, a record number of 2012 gift tax returns are expected to be filed in 2013. These returns...
View ArticleThe Prospect of Estate Tax Repeal: What to Do Now
With the election of Donald Trump as the 45th President of the United States, the prospect of tax reform, and specifically repeal of the Federal estate tax, has become more plausible. Repeal of the...
View ArticleThe Care and Feeding of Your Charity
According to Giving USA, in 2017 Americans contributed $410.02 billion to charity, crossing the $400 billion mark for the first time. Giving by individuals totaled an estimated $286.65 billion and...
View ArticleStaying Safe – Don’t Put Your Estate Planning on Hold
Take care of the basics While you should always have your estate planning documents in place, these uncertain times make it that much more important. Review and update your health care proxy and...
View ArticleThe Care and Feeding of Your Charity
According to Giving USA, in 2017 Americans contributed $410.02 billion to charity, crossing the $400 billion mark for the first time. Giving by individuals totaled an estimated $286.65 billion and...
View ArticleStaying Safe – Don’t Put Your Estate Planning on Hold
Take care of the basics While you should always have your estate planning documents in place, these uncertain times make it that much more important. Review and update your health care proxy and...
View ArticleThe Care and Feeding of Your Charity
According to Giving USA, in 2017 Americans contributed $410.02 billion to charity, crossing the $400 billion mark for the first time. Giving by individuals totaled an estimated $286.65 billion and...
View ArticleStaying Safe – Don’t Put Your Estate Planning on Hold
Take care of the basics While you should always have your estate planning documents in place, these uncertain times make it that much more important. Review and update your health care proxy and...
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