Summary of Alternate Ways to Protect a Home Chart Updated

A big thanks to attorney, Bruce Givner, for updating his popular chart, “Summary of Alternate Ways to Protect a Home” Chart—a free downloadable resource comparing the various estate planning strategies available to clients and prospects to help protect their home. In this simple chart, Bruce compares anything from doing nothing to giving the home to the kids, selling the home to the kids, contributing to a Family Limited Partnership to using more advanced-level estate planning techniques, such as Personal Residence Trusts (“QPRTs”), Grantor Retained Remainder Trusts (“GRATs”) and Private Retirement Trusts (“PRTs”). To download this chart and other available free…

UPDATED: Steve Oshins’ 4th Annual DAPT State Rankings Chart

Nationally renowned estate planning and asset protection attorney, Steven J. Oshins, J.D., AEP (Distinguished) of Oshins & Associates, LLC has just added a partial-year update to his popular 4th Annual Domestic Asset Protection Trust State Rankings Chart. The primary change made to the chart was that on the previous version of the chart, Alaska was rated #3. On the updated chart, Alaska has moved down to #5, as the prior version had a notation that it was being ranked third assuming that Alaska’s attempted legislative change from a 4-year SOL to a 2-year SOL was going to pass. It didn’t…

2013 Midsummer Madness: Proposed Legislation, Budget Surrealism, DOMA No Más, Second-Guessing Gandolfini’s Estate, Astor’s Denouement, Perelman’s Revenge, & God’s Plan for Tim Tebow

Reproduced with the expressed written consent and permission from Robert L. Moshman, Esq., author of The Estate Analyst. To contact Bob Moshman to be included on his distribution list of his monthly newsletter, e-mail Bob at bmoshman@optonline.net. “Why, this is very midsummer madness!’ —William Shakespeare, from Twelfth Night Don’t look now, but we are more than halfway through 2013, and there are inexplicable tax and budget proposals, a new direction for DOMA, bizarre celebrity litigations, and even a Sharknado sighting. Without further adieu, here is this year’s midyear madness collection. Estate Tax Reform There was a moment earlier this year…

Practical Planner: Checklist: More Heckerling Nuggets (Volume 7, Issue 1)

Martin “Marty” Shenkman, Esq., CPA, MBA is an estate planning attorney and Certified Public Accountant who authors a number of publications each month, including his monthly e-mail newsletter, “Practical Planner“. Below is the second installment from Marty’s January/February 2012 newsletter. To be added to Marty’s monthly e-mail distribution list, e-mail newsletter@shenkmanlaw.com. √ Your Tax Reimbursement Clauses Might be Dangerous: Some grantor trusts (income taxed to you) include a provision that permit the trustee of a trust you create to reimburse you for taxes you pay on trust income. If reimbursement is mandatory, Go To Tax Jail, Do Not Pass Go….

Practical Planner: Nuggets from Heckerling (Volume 7, Issue 1)

Martin “Marty” Shenkman, Esq., CPA, MBA is an estate planning attorney and Certified Public Accountant who authors a number of publications each month, including his monthly e-mail newsletter, “Practical Planner“. Below is an article from Marty’s January/February 2012 newsletter. To be added to Marty’s monthly e-mail distribution list, e-mail newsletter@shenkmanlaw.com. Summary: The Heckerling Institute on Estate Planning is the estate planning world’s equivalent of the Oscars. Can you imagine anything more spellbinding then nearly 3,000 tax attorneys discussing estate tax planning for an entire week? Well, if you missed all the excitement, we’ve culled some hot tips from the week…

Full Report of The 46th Annual Philip E. Heckerling Institute on Estate Planning

At The Ultimate Estate Planner, Inc., we are committed to providing our fellow estate planners access to the information, products, education and various resources that are available to help individuals be better practitioners and provide better service of both estate and financial planning, to their clients. Therefore, we are extremely pleased and privileged to provide to you through the graciousness of the American Bar Association’s Real Property, Trust & Estate Law (RPTE) Section the full and complete report from the 46th Annual Heckerling Institute of Estate Planning Conference, one of the nation’s leading conferences for estate planners, including attorneys, trust…