eNewsletter Stand

  • November 2017 Newsletter

    This is a follow up to the “Can an Employer Prohibit Dating in the Workplace” March, 2013 newsletter, and certain follow up blogs, all of which are available on our website, to review what protections an employer may take to protect itself against the potential risks and fallout from workplace dating/relationships. As discussed in our […]

  • October 2017 Newsletter

    THE SPOUSAL LIFETIME ACCESS TRUST (“SLAT”) AS AN ADVANCED ESTATE PLANNING TECHNIQUE A Spousal Lifetime Access Trust (“SLAT”) is a form of “bypass trust” created during life rather than at death. What this means is that in advanced estate planning the two tax savings spousal trusts normally created at death are: 1) the marital deduction […]

  • September 2017 Newsletter

    COMMERCIAL/BUSINESS NEGOTIATION LESSONS, STRATEGIES AND TECHNIQUES, PART 2 – DUE DILIGENCE   This newsletter is the second part of a multipart series to help you understand the factors, skills and strategies involved in business negotiations. The first part was provided in the August newsletter and discussed the main factors and techniques that greatly affect the […]

  • August 2017 Newsletter

    COMMERCIAL NEGOTIATION LESSONS, STRATEGIES AND TECHNIQUES (Part   I) Understanding how to negotiate is one of the most valuable skills in every aspect of our lives ranging from something as mundane as when you and your kids are planning the particulars of a trip to the water park to something more serious as selling the […]

  • July 2017 Newsletter

    How A Pet Trust Can Be Utilized To Take Care Of Your Pets After Your Death Along with providing for the disposition of your assets after your death, a well drafted estate plan will also make provision for the care of any animals you own at the time of your death or incapacity. If you […]

  • MAY 2017 NEWSLETTER

    Tips for Choosing the Best Executor for Your Estate One of the most important decisions you will make when drafting your estate plan is the selection of the executor of your Will. Depending on the size and complexity of your estate, you will need either an individual or a corporate executor or possibly both. Financial […]

  • APRIL 2017 NEWSLETTER

    ABLE ACCOUNTS ARE NOW AVAILABLE IN PENNSYLVANIA FOR DISABLED INDIVIDUALS As of April 3, 2017, individuals with qualifying disabilities in Pennsylvania will be able to open tax advantaged savings accounts known as ABLE accounts in order to save money for disability related expenses. Disabled individuals can use these accounts to pay for “qualified disability expenses” […]

  • MARCH 2017 NEWSLETTER

    Child Custody and Visitation in Pennsylvania and New Jersey Determining custody of minor children is often a very difficult and stressful situation for parents that are not together, whether it is through divorce or another form of separation. Each state has its own statutory way of determining custody and visitation, which the Courts then interpret […]

  • FEBRUARY 2017 NEWSLETTER

    Using An Intentionally Defective Grantor Trust To Reduce Your Federal Taxable Estate An intentionally defective grantor trust (IDGT) is a type of trust that allows you to transfer assets to a trust removing the assets from your taxable estate while also minimizing the amount of Federal Estate and Gift Tax that will be due as […]