Estate planning

You Ask, We Answer: Breaking into estate planning – the relationships you need

Topics: Estate planning

Interested in Estate Planning? Building trusting professional relationships with other members of the estate planning team is key to your success. In this webinar, estate planning masters Carl Peterson and Ken Samuelson, two contributors to the recently released Finseca Master Class in Estate Planning, answer members’ questions on anything and everything about specializing in estate…

Zooming into a new age of trust situs

Topics: Estate planning

This WR Marketplace was created exclusively for Finseca Members by experts at Baker & Hostetler LLP and the Finseca staff. WR Marketplace #20-21 was written by Michael P. Vito, Counsel, and John F. DeStefano, Associate. The Finseca WR Newswire and WR Marketplace are published by Finseca as part of the Essential Wisdom Series, the trusted…

Planning for the Pandemic: Focus on Incapacity

Topics: Estate planning

The WRMarketplace is created exclusively for AALU/GAMA members by experts at Baker & Hostetler LLP and AALU/GAMA staff. WR Marketplace #20-15 was written by Michael P. Vito, Counsel, and Lindsay R. DeMoss D’Andrea, Staff Attorney, Baker & Hostetler LLP. AALU/GAMA WR Newswire and WR Marketplace are published by AALU/GAMA as part of the Essential Wisdom...

Intergenerational Legacy Planning Opportunities in the Wake of the COVID-19 Crisis

Topics: Estate planning

The WRMarketplace is created exclusively for AALU/GAMA members by experts at Baker Hostetler LLP and the AALU/GAMA staff, led by Jonathan M. Forster, Partner, Rebecca S. Manicone, Partner, and Carmela T. Montesano, Partner. WR Marketplace #20-11 was written by Michael P. Vito, Counsel and John F. DeStefano, Associate of Baker & Hostetler LLP. The AALU...

Free Fallin’ – Plummeting Interest Rates Create Opportunities During Turbulent Times

Topics: Estate planning

The WRMarketplace is created exclusively for AALU/GAMA members by experts at Baker Hostetler LLP and the AALU/GAMA staff, led by Jonathan M. Forster, Partner, Rebecca S. Manicone, Partner, and Carmela T. Montesano, Partner. WR Marketplace #20-09 was written by Jennifer M. Smith, Counsel; Michael P. Vito, Counsel; and Jonathan A. Schwartz, Associate of Baker &…

Harnessing the Pandemic Pandemonium: Focus on Spousal Lifetime Access Trusts

Topics: Estate planning, Trusts

The WRMarketplace is created exclusively for AALU members by experts at Baker Hostetler LLP and the AALU staff, led by Jonathan M. Forster, Partner, Rebecca S. Manicone, Partner, and Carmela T. Montesano, Partner. WR Marketplace #20-07 was written by Jennifer M. Smith, Counsel; Michael P. Vito, Counsel; and Jonathan A. Schwartz, Associate of Baker &...

Highlights from the 54th Annual Heckerling Institute on Estate Planning

Topics: Estate planning

The WRMarketplace is created exclusively for AALU members by experts at Baker Hostetler LLP and the AALU staff, led by Jonathan M. Forster, Partner, Rebecca S. Manicone, Partner, and Carmela T. Montesano, Partner. WR Marketplace #20-04 was written by Michael P. Vito, Counsel, and Lindsay R. DeMoss D’Andrea, Staff Attorney, Baker & Hostetler LLP. The…

Supreme Court – Beneficiary Residency Alone Is Insufficient Basis for State Trust Taxation.

Topics: Estate planning, Grantor trusts, Trusts

The WRMarketplace is created exclusively for AALU members by experts at Baker Hostetler LLP and the AALU staff, led by Jonathan M. Forster, Partner, Rebecca S. Manicone, Partner, and Carmela T. Montesano, Partner. WR Marketplace #19-13 was written by Jonathan A. Schwartz, Associate, and Jennifer M. Smith, Counsel, Baker & Hostetler LLP. The AALU…

Out with the Old, In with the New – Revitalizing or Unwinding Existing ILITs.

Topics: Estate planning, Trusts

The WRMarketplace is created exclusively for AALU members by experts at Baker Hostetler LLP and the AALU staff, led by Jonathan M. Forster, Partner, Rebecca S. Manicone, Partner, and Carmela T. Montesano, Partner. WR Marketplace #19-09 was written by Jennifer M. Smith, Counsel, Baker Hostetler LLP. The AALU WR Newswire and WR Marketplace are published...

Spousal Lifetime Access Trusts (SLATs) and Divorce – What You Don’t Know….

Topics: Estate planning, Spousal Lifetime Access Trusts, Trusts

The SLAT, a lifetime irrevocable trust created for the benefit of the donor’s spouse, arguably allows the donor to indirectly benefit from the trust assets (through distributions to the spouse) should the need arise. A subsequent divorce, however, typically results in the loss of this indirect benefit for the donor, although he or she may…