• Most Recent
• Highest Rated
• Hot Comments

South Florida Estate Planning Law (2 unread)

• A little estate planning humor (Click to see the cartoon)

   

   

  [...]
  Share  |  Rate

• Back to Blogging: Where?

  This is another entry in my ongoing “Back to Blogging” series, where I am reintroducing myself, by answering the questions, “Who, What, When, Where, Why, and How”. I’m going a little bit out of order.

  Where I Work

  When I first started my solo estate planning practice in February 2009, I had [...]

  Share  |  Rate

• Back to Blogging: Who

  For my “who” post I’m going to cheat a bit, and steal the information from the “About Me” section on my website. I have to admit that I find some of it a bit hokey. This is about the “work” me. As time goes on, I’ll write a bit [...]

  Share  |  Rate

• Back to Blogging: Who, What, When, Where, Why, and How?

  Hi there.

  I know, it’s been a while. A very long while. Almost a year.

  I feel like I’m starting from scratch. I’m sure my “loyal readers” if I had any, are long since gone.

  That’s ok. I am going to use the relaunch of my blog to reintroduce myself. First, while you’re [...]

  Share  |  Rate

• Beware of non-attorney "living trust" scammers infiltrating the web

  While Googling for an old blog post of mine, I stumbled upon which appears to be several fairly aggressive "estate planners" hawking either overpriced "Estate Planning Organizers" or living trusts on the internet to the South Florida community. I put "estate planners" in quotes because these are not attorneys, but [...]

  Share  |  Rate

• Beware of non-attorney "living trust" salesmen infiltrating the web

  While Googling for an old blog post of mine, I stumbled upon which appears to be several fairly aggressive "estate planners" hawking either overpriced "Estate Planning Organizers" or living trusts on the internet to the South Florida community. I put "estate planners" in quotes because these are not attorneys, but [...]

  Share  |  Rate

• Beware of non-attorney “living trust” salesman infiltrating the web

  While Googling for an old blog post of mine, I stumbled upon which appears to be several fairly aggressive “estate planners” hawking either overpriced “Estate Planning Organizers” or living trusts on the internet to the South Florida community. I put “estate planners” in quotes because these are not attorneys, but [...]

  Share  |  Rate

• Tax Court digs the knife in deeper in bad family limited partnership case

  Today we learn from a supplemental opinion to Turner v. Commissioner, TC Memo 2011-209 Aug 30, 2011 (Estate of Turner I), that a marital deduction is not available when § 2036 is deemed to pull assets back into the estate, but the assets aren't actually there to give to the surviving' [...]

  Share  |  Rate

• Tax Court digs the knife in deeper in bad family limited partnership case

  Today we learn from a supplemental opinion to Turner v. Commissioner, TC Memo 2011-209 Aug 30, 2011 (Estate of Turner I), that a marital deduction is not available when § 2036 is deemed to pull assets back into the estate, but the assets aren’t actually there to give to the surviving [...]

  Share  |  Rate

• Wow, you people are really interested in the lottery

  I'm glad that so many people are checking out the estate planning options if they win the lottery. Here is a list of recent search terms that brought people to my site.

  ' [...]
  Share  |  Rate