It’s rare that a movie centers on an archaic estate planning issue, but that’s precisely what Martin Scorsese’s latest film does. While the movie received critical acclaim, it contained a surprising plot centered on real-life Estate Planning issues and the lengths to which specific individuals went to steal from the Osage Indian Tribe. This second in the series explores the real-life application of Estate Planning in the movies. Read on to learn more. … [Read more...]
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Estate Planning Lessons from the Movies – Part I
It’s rare that a movie centers on an archaic estate planning issue, but that’s precisely what Martin Scorsese’s latest film does. Recently, Killers of the Flower Moon was released in theaters to critical acclaim. That’s no surprise. The surprise is that the movie's central conflict focuses on several Estate Planning issues and provides real-life lessons for all of us. Read on to learn more. … [Read more...]
Exploring Elder Abuse
As seniors live longer and technology makes it easier for everyone to stay connected, elder abuse continues to rise. Estate planning attorneys may find themselves on the front line of these matters. Because elder abuse takes on many forms, practitioners and consumers alike need to have the skills necessary to recognize the signs of elder abuse. Read on to learn more. … [Read more...]
Let’s Talk Litigation
Anyone creating an Estate Plan wants to ensure that the plan will work as intended and withstand legal challenges. Sometimes, though, a legal challenge is necessary to ensure that the Estate Plan reflects the decedent's true intent and that the fiduciaries act in accordance with their duties. This article examines the most common ways litigation arises in the Trusts and Estates arena. Read on to learn more. … [Read more...]
The Magic of Grantor Trusts
Grantor trusts are a potent tool in estate planning. They allow the taxpayer to remove assets from their taxable estate while those assets can grow tax-free because the grantor pays the income tax for the trust. Read on to learn more about the magic of grantor trusts. … [Read more...]
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