Mary Vandenack’s Notes from the NYU Advanced Trusts and Estates Conference
LISI Estate Planning Email Newsletter #2836 Read More
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Using Your Federal Estate Tax Exemption and Allowing Spousal Access (The SLAT)
USING YOUR FEDERAL ESTATE TAX EXEMPTION AND ALLOWING SPOUSAL ACCESS (THE SLAT) Read More
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Steve Leimberg’s Estate Planning Email Newsletter – Archive Message #2778 – How Long do you Have to Keep old Wills
Steve Leimberg's Estate Planning Email Newsletter- Mary Vandenack- Website Article- 02-19-20 (00563411xAF102) Read More
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Avoiding the “Deacon Blues”: The Need for Regular Review of Buy-Sell Agreements
BY: MONTE SCHATZ Your everlasting summer You can see it fading fast So you grab a piece of something That you think is gonna’ last You wouldn’t even know a diamond If you held it in your hand The things you think are precious I can’t understand “Reelin In The Years” by Steely Dan ©1972 Donald Fagen and Walter Becker forged a lifelong friendship when they first met at Bard College...Read More
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Assisting Clients with Gun Trusts
As published in Steve Leimberg’s Estate Planning Newsletter on May 3, 2016. Reproduced courtesy of Leimberg Information Services, Inc. (LISI) at https://www.leimbergservices.com. “New regulations on gun trusts issued by the Bureau of Alcohol, Tobacco, Firearms, and Explosives change the rules concerning the purchase of firearms by gun trusts. Those interested in acquiring Title II...Read More
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