11/23/2009 9:48:38 AM EST
The problem? More than 80% of 403(b) retirement assets are invested in tax sheltered annuities. On the surface this sounds like a good thing, but hiding just underneath the surface is ... Create an account or login to post comments. | Comments (0)
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11/19/2009 9:37:21 AM EST
It can be either a blessing or a curse to be appointed as the Personal Representative of an estate or Trustee of a trust (collectively a “Fiduciary”). One of ... Create an account or login to post comments. | Comments (0)
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11/17/2009 11:28:13 AM EST
Due to an inconsistency between the Domestic Relations Law and the Estate Powers and Trusts Law, a voidable marriage (due to fraud, duress or incompetence) may be annulled post-death, ... Create an account or login to post comments. | Comments (0)
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11/12/2009 2:07:23 PM EST
I. Introduction. Even under normal circumstances, at some point after an irrevocable trust is created and funded, it may no longer ... Create an account or login to post comments. | Comments (0)
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10/12/2009 7:45:47 AM EST Summary : In a case likely to stir controversy, the Illinois Supreme Court recently handed d ... Create an account or login to post comments. | Comments (0)
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11/5/2009 1:53:40 PM EST
Because of the increased mobility of our society, non-domiciliary decedents often possess New York assets. A Will is n ... Create an account or login to post comments. | Comments (0)
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11/4/2009 7:23:20 AM EST
Qualified and Nonqualified Retirement Plans (“Plans”) are today one of the most valuable assets that an individual owns at their time of retirement and death. Participation ... Create an account or login to post comments. | Comments (0)
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10/29/2009 10:52:45 AM EST
A grantor retained annuity trust (GRAT) is an estate planning technique used to transfer wealth to the next generation with little or no gift tax consequence. Essentially, the Grantor transfers an asset that i ... Create an account or login to post comments. | Comments (0)
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10/16/2009 8:26:47 AM EST New York's Fourth Department Appellate Division has laid down the marker for a trustee's fiduciary responsibility in Capital Heat, Inc. v. Michael R. Blatner Family Trust reported at Continue reading >>Comments (0)
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10/13/2009 9:37:49 AM EST
I have written in the past about the dangers of "do it yourself" wills. I have pointed out all of the traps for the unwary regarding Homestead, the Surviving Spouse, and Pretermitted Heirs. On ... Create an account or login to post comments. | Comments (0)
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10/9/2009 2:05:05 PM EST
Mark Jordan, Managing Partner at The Drew Law Firm, has launched a series of articles providing helpful information on estate planning ... Create an account or login to post comments. | Comments (0)
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9/23/2009 12:46:09 PM EST
Initially, the Surrogate’s ... Create an account or login to post comments. | Comments (0)
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