Legal Tip Of The Week – 5/15/18!

How Remote Are Remote Contingency Provisions? As an estate planning attorney, it is my job to talk about death and taxes in a very matter of fact manner.  When I sit down with my clients to design their documents, I try to take emotions out of the conference room as we go through what should […]

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Legal Tip of the Week – 5/1/18!

Changes to the Kiddie Tax Now that the new tax law has been underway for a few months now, this is probably a good time for a refresher on how the new changes affect the kiddie tax that could impact some families. The kiddie tax was first introduced in the Tax Reform of 1986 to […]

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Legal Tip of the Week – 4/17/18!

WHAT ARE ABLE ACCOUNTS AND WHEN ARE THEY USED? The ABLE account (or Achieving a Better Life Experience) program is likened to an Educational IRA with some differences.  An ABLE account can be set up for a Special Needs Individual who has had a disability diagnosis established before the age of 26.[1] Special Needs Individuals […]

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Legal Tip of the Week – 2/25/18!

Revocable Living Trusts Misunderstood I have been, for a while now, one of “those” New Jersey attorneys who likes to recommend Revocable Living Trusts (RLTs) for my clients perhaps more often than a majority of my fellow New Jersey colleagues.  When I first started to practice in the area of trusts & estates, I spoke […]

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Legal Tip of the Week – 2/09/18!

Things I learned at Heckerling Two weeks ago, I was fortunate to be able to attend the 52nd Heckerling conference on Estate Planning.  This is a conference where the best & brightest minds in estate planning deliver tips & strategies on the latest planning techniques.  It was even more fortuitous for me, as a first-time […]

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Legal Tip of the Week – 2/2/18!

It’s hard to believe that the holiday season is well behind us and we are into the first week of February!  This post was originally scheduled for a January submission but due to a recent good interruption last week (my attendance at the Heckerling Conference on Estate Planning in Orlando, Florida), there was a slight delay.  Stay […]

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