A court fight over Janet Reno’s family homestead shows the importance of having a backup plan for significant bequests.
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The Importance Of An Estate ‘Plan B’
Tag Archives: Trusts
Epstein’s Will Won’t Change Much
Contrary to press reports, Jeffrey Epstein’s last will should not have much effect on claims against his estate.
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Who Shares The Fruits Of Naomi Osaka’s Success?
A prodigy’s father cut deals with coaches to prepare his daughter for elite tennis. One of those deals has landed in court.
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Think Twice Before Forfeiting Financial Independence
Divesting assets to qualify for Medicaid can work, but you may pay a high price in loss of independence.
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An Untimely Death, A Timely Reminder
XXXTentacion’s death at age 20 underscores that while everyone needs an estate plan, rising artists have special concerns.
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Charitable Giving With An Exit Strategy
Making a major charitable gift can be the start of a long-term relationship, so it may also warrant the equivalent of a prenup.
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Protecting Family Assets From A Child’s Ex-Spouse
Don’t assume funds placed in trust for an adult child are automatically safe from claims of a divorcing spouse.
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Navigating Around An Inherited IRA Pitfall
Your heirs could lose the benefit of the big IRA you amassed, unless you plan around an unfavorable Supreme Court decision.
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Rejecting An IRS Trust Grab
The IRS came up empty in a ham-handed effort to assert draconian penalties against a taxpayer who had paid all his taxes.
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