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…

3 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…

4 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,…

4 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…

5 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…

9 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…

3 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…

3 years ago