Taxpayer Friendly Federal Transfer

Lessons from S-Town on Estate Planning Issues Affecting Vulnerable Adults

Pop culture sometimes provides us with valuable lessons about the importance of estate planning. For example, as Trusts & Estates magazine pointed out, at the heart of the first season of the hit show Empire was a story of the trials and tribulations of business succession planning, as the head of a record company and family patriarch is diagnosed with a terminal … Continue reading »

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Bernard Decision Confirms Intent and Purpose of TEDRA

In In Re Estate of Bernard, 182 Wn. App. 692, 332 P.3d 480 (2014), review denied 339 P.3d 634 (2014), the Washington State Court of Appeals Division 1 reversed a trial court order invalidating a trustor’s estate plan.  In upholding the validity of the testamentary documents, the appellate court’s ruling confirmed long-standing practices of Washington State estate planners relating to … Continue reading »