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About That Irrevocable Trust . . . Change It And Save Tax! – Forbes

by Arthur Geffen | Feb 9, 2015 | Estate Planning, Trusts

DECANTING We all know the story. Mom and dad had their trust drawn up years ago. So much of the law related to estates has changed. So much of the law related to taxes has changed. And, so much of the family’s situation has changed. But, like most, mom and dad never...

Alabama has new marriage form – ‘first listed spouse’ and ‘second listed spouse’ | AL.com

by Arthur Geffen | Feb 6, 2015 | LGBT, LGBT Issues

  Alabama’s attorney general is still holding out hope that the U.S. Supreme Court will block gay marriages in the state, but the Department of Public Health is prepared. The department today will send new marriage forms to probate judges in 67 counties....

Which Trust to Use? | Financial Planning

by Arthur Geffen | Feb 6, 2015 | Estate Attorney, Estate Lawyer, Estate Planning, Estate Planning Solutions

  Trusts, which can range from simple to extremely complex, are a standard tool in the anti-estate- tax arsenal. There is just one firm rule: If the trust benefits a spouse, “you must cause the trust to be included in the second spouse’s estate, for estate- tax...

Fed-up federal judge has apparently seen way too many discovery disputes

by Arthur Geffen | Feb 5, 2015 | Misc

Order on One Millionth Discovery Dispute A federal judge in Washington, D.C., is demonstrating her impatience with pretrial document battles with a ruling titled “Order on One Millionth Discovery Dispute.” U.S. District Judge Rosemary Collyer issued the order on...

The income tax started as a conservative political stunt – Business Insider

by Arthur Geffen | Feb 4, 2015 | Misc

Interesting bit of Trivia The US officially adopted the federal income tax 102 years ago today. The Supreme Court hadruled in 1895 that the income tax violated Article I of the Constitution, so the amendment was necessary to empower the federal government to impose...
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Blog Posts

  • IRS warning: 2 tax credits will delay your refund February 9, 2026
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  • Don’t Be Tempted By Pop-Up Estate Planning Schemes August 22, 2024
  • 3 Recent Estate Tax Court Cases On Split-Dollar Life Insurance August 22, 2024
  • Traveling to Die: The Latest Form of Medical Tourism August 22, 2024

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