I wanted to personally update all past, current and future clients regarding the coronavirus impact on my office and on estate planning and probate in general.
My family and I are doing well, and I hope you are too. I
Happy New Year everyone!
I know I haven’t written on this blog in a little while, but there are some brand new estate planning and estate administration changes that I will be discussing in the coming weeks and months.
Today
Last week I summarized the 2018 rates and exemptions for gift, estates and trusts. Compared to the major tax code reforms to personal and business taxation, the estate tax changes appear relatively straightforward.
The estate tax was not repealed, but
If you haven’t already heard, Bob Glorch is retiring from the practice of law next week, at the end of 2017. Bob retires after a 50-year distinguished legal career focused on estate planning.
I had the great fortune of being
In an unexpected move, the IRS announced in Rev. Proc. 2017-34 (June 9, 2017) that estates who failed to file an optional estate tax return (Form 706) to elect “portability” of a deceased spouse’s unused exemption (DSUE) now have until
This is the second in a series of posts about new Illinois probate and estate laws taking effect in late 2016 or the beginning of 2017.
One of the primary tasks of an executor or successor trustee is to ascertain
This post will be the first in a series of posts about new Illinois probate and estate laws taking effect in late 2016 or the beginning of 2017.
I have been writing about the emerging issues surrounding estate planning for
