by Christine | Jul 21, 2014 | Estate Planning, Estate Tax, LIfe Insurance |
“While there are a number of ways to address estate tax liabilities and retirement savings distinctly, developments in the life insurance arena are providing new and potentially better options. These strategies are highly versatile to meet the evolving needs of the...
by Christine | Jul 18, 2014 | Business Succession Planning, Estate Planning, Small Business |
Succession planning where company ownership is concerned can be fairly complicated, but at a simple level every plan is based on two basic issues. You’ve probably thought a lot about who will take over for you; that’s one. But, just as importantly, how can you make...
by Christine | Jul 17, 2014 | Charitable Giving, Wills |
Carl J Drake spent his life studying bugs, everything from aphids to water striders. When he died in 1965, the entomologist left his life savings and his vast insect collection to the Smithsonian. But now Drake's will has become something of a pest. The case of...
by Christine | Jul 16, 2014 | Art, Estate Law, Estate Tax, Tax Law, Valuation |
New rules and enforcement guidelines may render these items not only illegal to export or import, but also unsalable within the United States. Valuing artwork is never an easy task. It gets all the more tricky with antiques composed of protected materials which cannot...
by Christine | Jul 15, 2014 | Disinheritance, Estate Planning |
Lawyers for Mr. Cohen say that he was entrusted with his father’s business, and that the two men enjoyed a close and caring relationship. But lawyers for Ms. Perelman claimed that it was that closeness that allowed Mr. Cohen, who eventually took over operations of...