You’ve heard repeatedly about the benefits of having a living trust as part of your estate plan. You can keep your assets from having to go through probate. You can retain control of assets during your life, and exercise control over how they a…
Special needs planning attorneys have very specialized knowledge that can help families plan for their children’s future, making it very important to meet with one in order to give your child the best opportunities once you’re no longer around.
Parents of children with special needs face an extra set of challenges in addition to those of other parents. That’s where a special needs planning attorney can make a huge difference in these parents’ peace of mind.
Despite the best efforts of wills and trusts lawyers, there are times when a will is challenged. There can be many reasons why this happens, and it’s up to the courts to determine what is most appropriate in these situations.
Ted has shown his expert knowledge in all three facet of his law practice. From Estate Planning, Business Planning and Business Succession Planing. Any successful business person should seek out Ted for the legal advice needed on all matters of the p… Read More
Over the past few months in this space, we’ve been exploring possible changes to the estate tax under the Biden administration—and measures to minimize your tax burden. The discussion has included an alphabet soup of options including SLATs, DAPT… Read More
“The whole is greater than the sum of its parts.” This well-known saying is the reasoning behind valuation discounts, a tool that can be used to reduce the value of a business interest for transfer tax purposes, including estate tax, gift tax, an… Read More