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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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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