As we continue to understand, grasp and comprehend The Tax Cuts and Jobs Act of 2017, which provides extraordinary estate planning opportunities, below are a myriad of estate planning rules and tips to protect your assets and... Continue Reading
I. A History of Pet Trusts in the new Context of Pennsylvania’s inheritance tax. Initially, US courts did not treat pet trusts favorably, holding that a gift to a pet trust failed because the trust violated the rule against... Continue Reading
The executor of the estate at issue was not entitled to a commission charged where his unexplained delay in activity resulted in this relatively simple estate remaining open and where he failed to provide testimony to establish... Continue Reading
What is ABLE? Achieving a Better Life Experience (ABLE) account is a type of tax-advantaged savings account that an eligible individual can use to pay for qualified disability expenses. The eligible individual is the owner... Continue Reading
The question is an interesting one because traditionally the lawyer would represent both the husband and the wife in estate planning. Oftentimes, the lawyer had a jointly opened file for the wills and estate plans of a husband... Continue Reading