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Aug
No Super Committee Action: Now What?
Now that the so-called ‘super committee' failed to agree on spending cuts and/or revenue gains to reduce the deficit, what’s next? What does this mean for the estate and gift tax law? Under the law that created the super committee, their failure to act means tha...
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Aug
Conduit Share versus Accumulation Share: Difficult Choices, Important Consequences
This article originally appeared in the May 2009 issue of Gray Matters (Section Vol. 13, No. 4), a publication of the North Carolina Bar Association Elder Law Section. Once a decision has been made to leave tax qualified assets such as IRAs, 401(k)s or other tax qualified accoun...
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Aug
How to Protect Qualified Accounts from Creditors, Predators, Youth and Inexperience.
This article originally appeared in the May 2008 issue of The Will and the Way (Vol. 27, Iss. 3), a publication of the North Carolina Bar Association Estate Planning & Fiduciary Law Section. The Problem - and the OpportunityOn a regular basis, estate planning attorney...
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