Continued Viability of Using Bypass Trusts After “ACT” 2012

The Continued Viability of Using Bypass Trusts After the American Taxpayer Relief Act of 2012 By Doron M. Tisser and Brian H. Standing ATRA’s taxpayer benefits add—complexity and pitfalls—to estate planning THIS ARTICLE will look at the benefits of continuing to use a bypass trust as part of a married couple’s estate plan after the […]

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Partnership and LLC Buy-Sell Agreements

Chapter 4 By Doron M. Tisser, Christopher Chediak & Jack S. Johal Scope of Chapter This chapter discusses the business (see §§4.4–4.17) and tax (§§4.18–4.45) issues the practitioner should consider when drafting a partnership or limited liability company (LLC) buy-sell agreement. It includes a partnership buy-sell agreement form with several alternative clauses (see §§4.46–4.64), including […]

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TISSER’S TOP TEN CHOOSING AN ESTATE PLANNING AND TRUST ADMINISTRATION ATTORNEY

CHOOSING AN ESTATE PLANNING AND TRUST ADMINISTRATION ATTORNEY 10 Questions to ask your attorney Finding the right attorney to assist with your estate planning and trust administration can be a frustrating and confusing experience. With the myriad of resources and consultants in the marketplace, here are a few questions to ask the person you are […]

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TISSER’S TOP TEN TRUST ADMINISTRATION CHECKLIST

TRUST ADMINISTRATION CHECKLIST Contact an experienced trust administration attorney. (a) Failure to get proper advice can subject the trustee to personal liability. Review the estate plan. (a) Determine how many trusts need to be created. (b) Determine the trustees and beneficiaries. Collect all information regarding assets owned. (a) Was there life insurance on the decedent’s […]

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