Estate Planning and Probate Law Library Articles
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5 Estate Planning Highlights From The Heckerling ConferenceThe annual Heckerling conference in Miami, Florida provided a wealth of information on the recent developments on trusts and estates and tax issues.
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8 Questions With Kelley Scrocca - What Is An LLM And Why Should You Care If Your Estate Planning Attorney Has One (Or Doesn't...)?Hiring an attorney who has earned an LLM is not something that can be done every day. It is expensive, takes hard work, schooling, and an enormous commitment.
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Denver Broncos Trustees Accused of Causing Family and Team DysfunctionWhen longtime Denver Broncos owner Pat Bowlen stepped away from running the team in 2014 he put what was meant to be an orderly family succession plan in place.
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Are Santa’s Elves Working for the IRS? A Look at Federal Estate and Gift Taxes for 2020Are Santa’s Elves Working at the IRS: A Look at Federal Estate and Gift Taxes for 2020
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3 Programs Every Parent With An Autistic Child Should Know AboutPeople with autism and their families often have a variety of additional expenses required to meet their needs. Many are looking for financial assistance.
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South Dakota Estate Planning - 3 Things You Should Know About The Lifetime Estate and Gift Tax ExemptionsGifts over the annual gift tax exclusion can fall under the lifetime estate and gift tax exemption, but you must file a timely gift tax return.
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South Dakota Estate Planning - 4 Gifts That Are Not Taxable Under Federal Estate Planning LawHere are four gifts that are not taxable under federal estate planning law.
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5 Myths About Revocable Trusts (Part 5): Should I Have A Joint Trust With My Spouse?Kelley Scrocca explores the 5 most common myths about Revocable Trusts in this 5 part series. The final installment discusses joint trusts with spouses.
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5 Myths About Revocable Trusts (Part 4): Everybody Needs And Will Benefit From Having A Revocable TrustKelley Scrocca explores the 5 most common myths about Revocable Trusts in this 5 part series. In part 4, she explores who needs a Revocable Trust.
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5 Myths About Revocable Trusts (Part 3): My Trust Will Help Reduce TaxesKelley Scrocca explores the 5 most common myths about Revocable Trusts in this 5 part series. In part 3, she explores if and how a trust helps reduce taxes.