Author: Joe Pozzuolo

Will Maker Susceptible To Under Influence

Monday, August 2, 2021

Sufficient evidence supported a prima facie case that testator had been unduly influenced, and appellants failed to meet their burden of providing clear and convincing evidence to the contrary. Stella Fabian died on January... Continue Reading

Can You Use A 529 Plan To Pay For SAT Prep?

Thursday, July 29, 2021

Students may not use a 529 college savings plan to pay for college test prep, including SAT prep. 529 plan distributions used to pay for SAT prep are considered non-qualified and subject to income tax and a 10% penalty on the... Continue Reading

LIVING WILLS AND POWER OF ATTORNEY

Monday, July 26, 2021

Including a plan for incapacitation or inability to care for oneself when drafting an estate plan is a common and wise measure. There are several types of documents that are used for this purpose. A financial power of attorney,... Continue Reading

TRUSTS IN ESTATE PLANNING

Friday, July 23, 2021

A trust, like a will, is an instrument used to distribute a person’s property according to their wishes. A trust works by transferring property into the care and management of a trustee, who can be either a person or an... Continue Reading