Making Good Use of GRATs in 2010

Published: September 6th, 2010

With the scheduled reinstatement of the Federal estate tax less than 4 months away, many taxpayers are taking advantage of the current low-interest-rate environment to set up GRATs.

Fiduciaries, including trustees and executors, should be aware of how it could affect the sale of assets of individuals who died in 2010.

A recent Stone County, Mississippi, probate case involved claims of coercion … by the estate attorney.

Recent Tax Court case involving a taxpayer’s reliance on bad advice given by a self-titled “estate planner.”

Using unqualified estate planners or living trust promoters can cost you far more in the long run than going to a qualified estate planning attorney.

The confusion and delay in Steve McNair’s estate illustrates the cost of dying without an estate plan.

Cheapskate Estate Planning

Published: August 10th, 2010

Why cheapskate estate planning is not a good idea. Really.

Does a family relationship automatically give rise to a confidential relationship? Recent Pearl River County probate case involving undue influence.

A recent Madison County probate case addressed what the alleged influencer must show in order to overcome the presumption of undue influence.

Recent Estate Tax Developments

Published: August 2nd, 2010

In the last few months, a few proposals have been introduced that would provide a permanent estate tax fix. While each of these proposals would be preferable to the current law, there are some significant differences.

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