December 2015

OHH, IT’S BEGINNING TO LOOK A LOT LIKE…YEAR END

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As this is my last blog for the 2015 year, I thought I’d take the opportunity to remind readers who are trustees of a discretionary family trust set up for the benefit of their family (or other persons) (referred to as “a trust”) that it is important they consider and document decisions to distribute income (including realized taxable capital gains) out to a beneficiary prior to December 31st. ….

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Estate Planning

A fond farewell

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For the past four years I have been a regular contributor to the All About Estates blog. Although I have thoroughly enjoyed being part of this collaborative process, this will be my last blog post entry. I have enjoyed working as part of the All About Estate teams and sharing our views. I will be continuing to blog regularly on estate law and related topics on the Sweatman Law Firm….

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Estate Planning

Chan and Zuckerberg’s Post-Charity Initiative

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Pretty much anything related to Facebook founder Mark Zuckerberg and his wife Priscilla Chan garners headlines. The announcement that they would be giving away 99 percent of their fortune – currently worth $45 billion in Facebook shares – prompted visions of a massive private foundation in the manner of Bill & Melinda Gates Foundation. Instead the couple said they were putting the fund into a Limited Liability Company (LLC) to….

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Philanthropy/Charitable Giving

Empathy and Advocacy

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Today marks the third anniversary of the Sandy Hook Elementary School massacre in Newtown, Connecticut. It is also the first time that the anniversary falls on a school day.  On this date in 2012, Adam Lanza killed 20 first grade students, 6 educators, and his mother, before turning the gun on himself. Following the shootings, there was an outpouring of support for Newtown: donations of over $2.6 million, along with….

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Estate Litigation, In the News

INCOME DISTRIBUTIONS AND CHARITABLE GIVING AND THE NEW PERSONAL TAX RATES

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If you are like most individuals at this time of the year, you probably don’t give too much thought to your taxes and perhaps putting it off until the filing deadline for tax returns approaches being in the spring of each year for most. For those who are beneficiaries of a trust for instance and expect to receive income distributions, or in a separate context, those who are developing a….

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Charitable Giving, Estate Administration, Estate Planning, Executors, Investments, Property, Succession Planning, Tax Issues, Trustee Compensation
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