Newsletter
Although we sometimes
send out newsletters or other communications on estate
planning issues, those are not exhaustive and may not
cover important changes that may need to be made to
your planning. Thus, a periodic review of your plan
is extremely important. |
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August 2009
Newsletter
Congress Delays Estate Tax Reform
TIMOTHY C. POLACEK, ESQ.
New Reasons to Review Your "Old" Estate Plan
MARY J. PESHEL, ESQ.
Value of Securities Held by Flp Were Discounted
for Estate Tax Purposes
TIMOTHY C. POLACEK, ESQ.
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July 2009
Newsletter
Advance Health Care Directives
DeETTE L. LOEFFLER, JD, Ll.M.
Charitable Remainder Trusts Can Be
Divided among the Income Beneficiaries Without Adverse Tax
Consequences
BRADFORD N. DEWAN, JD, MBA
Charitable
Remainder Trusts Can Be Divided upon Divorce Without Risks of
Self-dealing or a Termination Tax
BRADFORD N. DEWAN, ESQ.
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March 2009
Newsletter
2009 Increases in the Applicable Credit
Amount and Annual Gift Exclusion
MARY J. PESHEL and DeETTE L. LOEFFLER
Holding Title to Real Property
RAY W. RIDLON
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January 2009
Newsletter
Miller, Monson, Peshel, Polacek & Hoshaw Announces New
Associate
New Regulations
Increase Depositor Coverage
MARY J. PESHEL, ESQ.
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December 2008
Newsletter
In Memory of Karen Francis Gassaway
Year End is Good Time to Consider Gifting
MARY J. PESHEL
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October 2008
Newsletter
Gifting For 2008
New
Licensing Requirements For Private Professional Fiduciaries
Charitable
Remainder Trusts Can Be Divided Upon Divorce Without Risks Of
Self-Dealing Or A Termination Tax
BRADFORD N. DEWAN, ESQ.
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June 2008
Newsletter
Counseling
Non-Professional Trustees About Principal And Income Allocations And
Investment Policies
TIMOTHY
C. POLACEK, ESQ.
Private
Letter Ruling: Possibilities For Non-Spousal Required Minimum
Distributions
BRADFORD N. DEWAN, ESQ.
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May 2008
Newsletter
Investment Policy Statement:
Developing An Investment Process
MICHELE R. SHIPP, ESQ.
Which Financial Records Should You Keep?
MARY J. PESHEL, ESQ.
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April 2008
Newsletter
Sharing Photos - A Family
Legacy (Part II)
MARY J. PESHEL, ESQ.
Celebrity Wills
TIMOTHY C. POLACEK, ESQ.
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March 2008
Newsletter
Reminder: IRA Minimum Distribution
Requirement
Researching Non-Profits For
Charitable Giving
MICHELE R. SHIPP, ESQ.
Sharing Photos - A Family Legacy
(Part I)
MARY J. PESHEL, ESQ.
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February 2008
Newsletter
Miller, Monson, Peshel, Polacek & Hoshaw
Announces New Associate
Estate Planning & Plans:
A Time For Review?
BRADFORD N. DEWAN, ESQ.
Planning For Your Pet
MICHELE R. SHIPP, ESQ.
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January 2008
Newsletter
News from Miller, Monson, Peshel, Polacek & Hoshaw
Getting Prepared: What Should I Take If I am Evacuated?
MARY J. PESHEL, ESQ.
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December 2007
Newsletter
IRA Trusts: To Conduit or Accumulate,
That is the Question
BRADFORD N. DEWAN, ESQ.
Qualified Charitable Contributions
BRADFORD N. DEWAN, ESQ.
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September 2007
Newsletter
California Property Tax Consequences
in the Estate Planning Context (Part III)
RAY W. RIDLON, ESQ.
IRA Distributions: A New Way to Give
Tax Efficiently
BRADFORD N. DEWAN, ESQ.
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August 2007
Newsletter
The Greatest Gift You Can Give
ROBERTA D. REPASY, JD, LL.M.
California Property Tax Consequences
in the Estate Planning Context (Part II)
RAY W. RIDLON, ESQ.
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June 2007
Newsletter
Employer Sponsored Disability Insurance
THOMAS M. MONSON, ESQ.
California Property Tax Consequences
in the
Estate Planning Context (Part I)
RAY W. RIDLON, ESQ.
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April 2007 Newsletter
Trustee Duties Include Notifications
To
Beneficiaries And Others
MARY J. PESHEL, ESQ.
Summary - Deferring Estate Taxes
Just Got A Little Easier (With Proper Planning)
BRADFORD N. DEWAN, ESQ.
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February 2007
Newsletter
Should Clients Terminate Their Bypass Trusts?
ROBERTA
D. REPASY, J.D., LL.M
Miller, Monson, Peshel, Polacek & Hoshaw Announces
Partners and New Associate
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January 2007 Newsletter
Valuing Undivided Interests in Real Property
Timothy C. Polacek, Esq.
Total Return Trust: A Way to Balance the Interests
of Beneficiaries
Bradford N. Dewan, Esq.
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