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These posts include topics related to estate planning, such as financial planning, planning for others, and scenarios that have occurred in estates of the rich and famous.

Federal Estate and Gift Tax Rules for 2013, Including Examples

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By passing the American Taxpayer Relief Act of 2012 (“ATRA”), President Obama and Congress have agreed on a first step towards solving our fiscal cliff problem.  While neither Democrats or Republicans seem overly “happy” with the new law, their compromise has created a level of stability in federal transfer taxes unseen in well over a…

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My 21 Favorite Estate Planning Insults and Comebacks

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When you achieve a certain level of success in estate planning law, complaining about the billboards, the yachts, the keys to the cities, the authorized (and unauthorized) documentaries about your life, etc. seems a bit petty. Then again, the naysayers can be quite annoying.  You know, the jealous types who seem to thrive on bringing…

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The Fiscal Cliff and Your Estate Planning (Part III): The Impact on You

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In the first post of this series, we discussed the fiscal cliff and its impact on our economy.  In the previous post, we covered the proposals most likely to be considered by Congress in the coming weeks.  In this final post of the series, we cover the impact of these proposals on you and the…

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The Fiscal Cliff and Your Estate Planning (Part II): Proposed Laws

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In Part I of this topic, we explained the fiscal cliff and how it will likely result in changes in estate and gift tax law that could affect millions of families in the coming years.  In this post, we discuss each of the main proposals regarding these taxes that seem to be under the most…

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The Fiscal Cliff and Your Estate Planning (Part I): The Basics

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The recent election results combined with the impending “fiscal cliff” means that there will most likely be changes in tax rates in the near future. For example, we are pretty much guaranteed that the federal estate and gift tax rules will change for the 12th time in the last 13 years. In fact, chances are…

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In Appreciation – Second Year

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This is the end of my second year of blogging.  Today, I want to thank all of my readers by going through some numbers and then by also giving a special thanks to a special lady. The Numbers First, I’d like to share some of my favorite statistics regarding this website.  Read more...

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The New Virginia Title 64.2: A Whole Greater than the Sum of 5 Parts

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In recent years, one’s estate planning considerations are touching upon an increasing range of issues.  In Virginia, a thorough estate plan must include consideration of the laws relating not only to wills and trusts, but also to fiduciaries, guardianship of minors, adult guardianships and conservatorships. The fact that these topics are presently covered in no…

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One’s a Scum-Sucking Bottom Dweller and the Other’s a Blogger

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In case you were unaware, the title to today’s post is a twist on an old joke:  What’s the difference between a catfish and a lawyer?  One is a scum-sucking bottom dweller and the other is a fish.  Read more...

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In Appreciation: A Tribute to My Dad, 10 Years Later

Carl K. Zucker, Esq. (1934-2002)

It was the first week of law school, Torts class.  We were studying negligence, and on this day, the question was whether or not a witness to a car accident should be able to recover damages for emotional distress from the party at fault.  Read more...

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2012 Changes in Virginia Trust Law (Part 2): Decanting & Directed Trusts

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Last week, we discussed in Part 1 of this topic how Virginia recently passed several bills that will revise state trust law on July 1, 2012.  Today, in Part 2, we will continue our discussion about these changes in the law. As a reminder, while these rules are currently the law in a minority of…

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