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Irrevocable Trusts Estate Tax Asset Protection

Mandelbaum Barrett PC

Legacy Lesson: Will or Trust? Estate Planning for Single Parents

Mandelbaum Barrett PC on

In this episode of Legacy Lessons, Shawn R. McClelland, Partner in our Tax, Trusts, and Estates Practice Group, walks us through one of the most common estate planning questions families face: Should I create a will, or do I...more

Fleurinord Law PLLC

Justice for Sonya Massey: How Irrevocable Trusts Can Protect Her Family’s $10M Settlement to Preserve Black Wealth

Fleurinord Law PLLC on

The Massey Family’s $10M Settlement: A Win, But What’s Next? Sonya Massey’s tragic death was yet another painful reminder of the deep racial injustices that persist in America. On July 6, 2024, Sonya, a 36-year-old Black...more

Bowditch & Dewey

When to Take Advantage of a Spousal Lifetime Access Trust (SLAT)

Bowditch & Dewey on

Under the Tax Cuts and Jobs Act, in 2020 each person may transfer up to $11,580,000 without incurring a gift or estate tax. This generous exemption amount will sunset at the end of 2025, which means that in 2026, the...more

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