Saturday, September 20, 2014

Integration of Legal Research for Estate Planners (LREP) website

Nearly 20 years ago, I started what would soon become my Legal Research for Estate Planners (LREP) website. Much has changed, including my available time to maintain the site. Therefore, to the extent practical, I am integrating LREP into this blog. I would like to thank everyone, including Joe Hodges, Don Kelley, Gerry Beyer, Bob Ambrogi, Dennis Kennedy, and Neil Squillante (among many others), for your encouragement over the years. I hope that this blog will serve others like LREP has done. At some point, I might pursue something else. For now, though, this seems like the logical course. Kind regards, Jason

Friday, July 18, 2014

A Resurgence in Charitable Trusts? | Philanthropy content from WealthManagement.com

A Resurgence in Charitable Trusts? | Robert F. Sharpe, Jr. | WealthManagement.com (JEH: Gerry Nowotny posted comments along the same lines and linked to Robert's article. They are probably correct regarding the increased use of charitable trusts in business succession (e.g., "charitable bailout") transactions given the potential income tax consequences of those transactions now -- especially where Subchapter C corporations are involved.)

Thursday, July 3, 2014

Worry About Your Estate Plan, Not The Taxes

Worry About Your Estate Plan, Not The Taxes - Forbes.com (JEH: Steve Parrish reminds everyone that federal transfer taxes are not necessarily the primary factor in business succession or related estate planning matters.)

Tuesday, June 24, 2014

Review Roundup: 3 wireless microphones for speech recognition

Review Roundup: 3 wireless microphones for speech recognition - Macworld (JEH: Helpful review of 2014 options and specifically use for voice recognition)