by Greg Bates | Mar 29, 2019 | Estate Planning
Stanley H. Teitelbaum, Martin M. Shenkman A common issue for those trying to plan an estate, especially the dispositive provisions of a will or revocable trust, are the dispositive provisions. The issue is summarized in a short phrase: “equal versus fair.” The...
by Greg Bates | Mar 8, 2019 | Estate Planning
At the recently concluded 53rd Annual Heckerling Institute on Estate Planning in Orlando, Fla., discussions, unsurprisingly, once again centered around the high exemptions outlined in the 2017 Tax Cuts and Jobs Act. In light of the significant increase to the federal...
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