Estate

Proposed Legislation would turn estate planning on its head

The American Housing and Economic Mobility Act of 2021 (now "of 2024") may have taken on new life recently as…

8 months ago

Stetson Law School Announces Tax Certificate Program for Elder Law Attorneys

Stetson's College of Law announced that it will offer a graduate certificate program for Elder Law Attorneys who need tax…

9 months ago

Estate and Gift Tax Exclusion Amounts

The amounts below are the estate tax exclusion amounts as provided by the IRS. Unless Congress takes action, in 2026,…

9 months ago

Supreme Court weighs in on valuation of insurance in stock redemption agreement

In 2021, we blogged about a valuation case, Connelly v. U.S., 20 F. 4th 412 (8th Cir. 2023). We noted…

10 months ago

2024 Federal Tax Rates

Each year statutory provisions require the IRS to adjust tax rates based on inflation. Although we're a bit tardy posting…

1 year ago

IRS says “Wait a Minute” on Stepping-up Basis for Assets in Irrevocable Trust

Until recently, the IRS has said little (if anything) regarding whether assets the beneficiary of an irrevocable trust receives get…

2 years ago
Elder Law Mishmash June 2023Elder Law Mishmash June 2023

Elder Law Mishmash June 2023

The following is a mishmash of information on various Elder Law, Special Needs Law, and Estate Planning issues. It also…

2 years ago
Articles – Week of August 19, 2022Articles – Week of August 19, 2022

Articles – Week of August 19, 2022

We regularly scour the internet looking for information relating to elder care, special needs and elder law. Although we review…

3 years ago
News Roundup – 2/25/2022News Roundup – 2/25/2022

News Roundup – 2/25/2022

February is American Heart Month! Read President Biden's Proclamation on American Healrth Month 2022 We regularly post links to news…

3 years ago
News Roundup – 2/18/2022News Roundup – 2/18/2022

News Roundup – 2/18/2022

February 18th is National Caregiver's Day! General News Sources: Will Social Security run out of money? Here's what could happen…

3 years ago