Insights and Commentary from a Trusts and Estates Lawyer and Expert Witness
The AARP Public Policy Institute has issued a report entitled Power of Attorney Abuse: What States Can Do About It.
Also see this summary of the report by Naomi Karp, J.D., In Brief: Power of Attorney Abuse: What States Can Do About It.
The ABA Commission staff, AARP staff, and advisory committee members identified 21…
The following blog post is reprinted with permission from the blog of Leslie A. Burgk, Esq,
February 6th, 2009
If your client’s estate plan overlooks the right to terminate contracts and recapture copyrights, it could cost your client’s heirs…
In 1981 with the passage of the Economic Recovery Tax Act (ERTA), Section 2035 of the Internal Revenue Code was amended so that most gifts made within three years of death were no longer pulled back into the estate. The 3-year rule was not eliminated completely, however. Transfers of life insurance within three years of death…
