General Power of Attorney - A License to Steal?
May 31, 2022
It has often been said that “you can steal more with a pen than with a gun.” And your chances oF getting away with it are very high. A search under: “theft” and “power of attorney”, produced 2,080,000...
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Pitfalls and Opportunities in Distributing Retirement Assets to Trusts
May 17, 2011
Ground rules In order to be able to “stretch out” the Minimum Required Distributions (“MRDs”), there must be one or more “Designated Beneficiaries.”
We’re trying to create a “See-Through Trust: --...
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The ? Disappearing ? Estate Tax
Feb 02, 2011
The ? Disappearing ? Estate Tax
First
you see it
Then
you dont
Then
[maybe] you see it again
by
Jeffrey L. Crown
www.trustlawyer.com
The sleeping estate tax. George Steinbrenner may hav...
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Fixing Five Fundamental Will Drafting Fumbles
Apr 22, 2010
“Just” Debts Testators frequently direct their Executors to pay their “just debts.” This term does not have a precise meaning and might lead to unneeded litigation.
Are mortgages on specifically ...
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You’ve been named as an executor. Now what?
Feb 05, 2010
Probate" the will. An Executor’s first duty is to apply to the Probate Court to have the will “admitted” by the Probate Court. This first step may be easy or complicated, depending on the circumstan...
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What you need to know about Pre-Nuptial agreements. Avoiding common traps.
Jan 26, 2010
You need two lawyers. Each prospective spouse should have separate, independently selected counsel, who advises him or her of what rights he or she would have in the absence of the prenuptial agreeme...
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Is the Estate Tax Dead or Only Sleeping ?
Jan 14, 2010
Estate Tax “Repealed.” In a Statute commonly known as “EGGTRA,” enacted in 2001, Congress raised the estate tax exemption in several steps, from $1MM to the 2009 level of $3.5MM. EGGTRA provided for ...
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Fiduciaries and Firearms -- Dealing with Guns in Estate Planning and Administration
Dec 29, 2009
Avoid "Felonious" [and some non-felonious] Fiduciaries Do you routinely ask executors if they have a police record? Most people would consider such a question as a gross invasion of their privacy. N...
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Why Most "Living Wills" are Defective. Fixing Five Fundamental Flaws
Nov 26, 2009
First Problem: Many important issues are not addressed. Home care and Hospice. Do you want to be taken care of at home instead of a nursing home? If you have a terminal condition, would you want hosp...
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