Estate

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…

4 weeks 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…

4 months 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…

1 year ago

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…

1 year ago

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…

2 years ago

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…

2 years ago

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…

2 years ago

News Roundup 2-4-2022

NOTE: If you have a Georgia corporation or limited liability company, your annual return is due by April 1, 2022.…

2 years ago

News Roundup 1-21-2022

General News Sources: Oldest person in the US reportedly dies at 115 Supreme Court declines to hear case of Delphi…

2 years ago

News Roundup – December 16, 2021

General Sources: Autism Society's Capital Connection 12-16-2021 (reviewing Build Back Better Act) National Health Care Spending in 2020: Growth Driven…

3 years ago