Estate Planning New York DTF Valuation Standards and Estate Part I: Valuation Standards Estate planning involves asset valuation for purposes of taxation financial and investment planning and future distribution to heirs and beneficiaries … October 14, 2018 2 MIN READ
Estate Planning The 3-Tier System Rule of Third-Party Access Under the Revised UFADAA Since ratification of the Revised Uniform Fiduciary Access to Digital Assets Act (“RUFADAA”) in 2015 the guidelines for third-party access … September 30, 2018 2 MIN READ
Estate Planning Foreign Pension Plan Contribution and Taxation U.S. citizens currently residing and working abroad and foreign residing in the United States who are participating in a foreign … August 6, 2018 2 MIN READ
Estate Planning Financial Capacity the Key to Avoiding Probate Controversy By 2060 the population of the United States 65 years and older will more than double increasing to over 98 … August 3, 2018 2 MIN READ
Estate Planning FAPT vs. DAPT: The Comparative Advantages of Trust Asset Protections When planning a will estate or trust protecting assets from taxation is a primary concern. Today U.S.-based estate planning investors … August 1, 2018 2 MIN READ
Estate Planning Military Pension Apportionment and Divorce Divorce can be an interpersonally challenging life-change and complex legal matter. With two Department of Defense (“DoD”) appropriations bills currently … July 26, 2018 2 MIN READ
Estate Planning Avoiding Probate in New York New York estate owners can avoid probate with stipulation of transfer-on-death (“TOD”) designation of assets within their will or estate … July 18, 2018 2 MIN READ
Estate Planning The Tax-exempt Benefits of Spousal Rollover IRAs Rules of required minimum distribution (“RMD”) within defined contribution plan retirement funds are usually relatively little while a participant is … July 16, 2018 2 MIN READ
Estate Planning The Law of Incapacitated Parties and Probate When estate planning clients require a legal guardian to perform power of attorney the process can be complicated. This is … May 9, 2018 2 MIN READ
