The Payback
After 15 years of litigation, James Brown’s estate is settling, and some are getting The Payback.
What’s in a Name (and Likeness)?
The Michael Jackson Estate has been in a heated (and economically significant) dispute with the IRS over just this question.
Don’t Look a Gift Horse…
Is a net gift right for you?
A Sweet Song: Harmonizing an IRA and a Trust
Many times consideration should be given to naming a trust as the beneficiary of an IRA. This article provides an good summary of the related issues.
For Better or Worse…
Protecting assets in the event of divorce is one of the primary reasons many opt to leave their children’s inheritance in trust. This article provides a good overview of the considerations.