by Barbara M. Pizzolato, Esq. | Sep 9, 2015 | Asset Protection, Estate Planning, News and Current Events, Retirement Planning, Tax Planning
While many wines get better with age, the same cannot be said for some irrevocable trusts. Maybe you’re the beneficiary of a trust created by your great grandfather seventy years ago that no longer makes sense. Or maybe you created an irrevocable trust twenty years...
by Barbara M. Pizzolato, Esq. | Sep 2, 2015 | Asset Protection, Estate Planning, News and Current Events, Retirement Planning, Tax Planning
Estate planning has truly evolved over the past 20 years. Gone is the uncertainty about federal estate taxes and the absolute requirement for married couples to use complex trusts to minimize these taxes. But also gone is planning for the “traditional” family. In...
by Barbara M. Pizzolato, Esq. | Aug 26, 2015 | Asset Protection, Estate and Trust Administration, Estate Planning, News and Current Events, Tax Planning
The IRS recently signaled that it may be ready to issue new regulations that will affect valuation discounts on family business entities by early September. What Are the Benefits of Planning With a Family Business Entity? For years, wealthy families have taken...
by Barbara M. Pizzolato, Esq. | Aug 5, 2015 | Elder Law, Estate Planning, Health Care, News and Current Events
With cases of financial exploitation of the elderly on the rise, advisors who work with older clients are looking for ways to head off the abuse before it happens. Enter the “Emergency Contact Authorization Form,” a document in which clients can list a trusted person...
by Barbara M. Pizzolato, Esq. | Jul 30, 2015 | Estate Planning, Health Care, News and Current Events, Tax Planning
While approximately 10,000 cases are appealed to the U.S. Supreme Court each year, only 75 to 80 make it to oral argument. Of those cases, only a handful grab the media’s attention. Below is a summary of three landmark decisions handed down in 2015 that could affect...
by Barbara M. Pizzolato, Esq. | Jun 17, 2015 | Estate and Trust Administration, Estate Planning, News and Current Events
Charitable trusts can continue for as long as there are assets in the trust and the trust is still able to carry out its mission. A trust created by President John Adams is still operating and there might be a dispute over control of it. In 1922, John Adams created a...
