malvern pa estate attorney

MAKE SURE YOUR TRUSTEES CAN NAME A CO-TRUSTEE OR THEIR SUCCESSOR TRUSTEE

August 4, 2011

Co Trustee vs Successor Trustee It is important to make your estate planning documents flexible. As best as possible, we try to foresee the future and address the planning possibilities. We know it is not possible to address everything now for a trust that could be in place 10, 20, 50 or 100 years from …

Take Advantage of Generation Skipping Tax Repeal For 2010

October 14, 2010

By Douglas L. Kaune

We have had a lot of discussion here and with clients about the future of the federal estate tax. We have not talked as much about the generation-skipping tax (GST) which was also repealed for 2010. This presents an opportunity for grandparents and great grandparents to pass wealth to future generations that was not previously …

Inherited Roth IRA Distribution Rules

May 7, 2010

By Douglas L. Kaune

As a result of the more lenient Roth conversion rules, we have been reviewing the federal estate tax, income tax and distribution issues relating to Roth IRA conversions with clients. I thought this article provided a nice synopsis of the distribution rules facing beneficiaries of a Roth IRA. Here is another article with some …

IN RE: ALICE G. NOVOSIELSKI: PA Supreme Court Rules On Joint Account Case

April 9, 2010

By Douglas L. Kaune

IN RE: ALICE G. NOVOSIELSKI: PA Supreme Court Rules On Joint Account Case MARCH 25, 2010. The Supreme Court of Pennsylvania overturns the Superior Court on appeal. I think the Supreme Court got this one right. You can read the entire Novosielski Case here, but the general ruling is that accounts made joint by …

Difficult IRA Beneficiary Designations-Naming A Trust

April 1, 2010

By Douglas L. Kaune

Although you are permitted to name anyone or anything as the beneficiary of an Individual Retirement Account (IRA), there are many pitfalls that must be avoided. Naming a Trust as the beneficiary of an IRA is an important estate planning opportunity, but the Trust and the beneficiary designation language must be drafted properly to insure …

Executor and Attorney Fees For Probate In PA

January 23, 2010

By Douglas L. Kaune

Executor and Attorney Fees and commissions For Estate Administrations and Probate in Pennsylvania (PA). This is often a mysterious topic for many who find themselves involved in an estate administration as executor or beneficiary in PA. There is not a perfect answer as to what the executor , attorney and probate fees will be in each case, …

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MAKE SURE YOUR TRUSTEES CAN NAME A CO-TRUSTEE OR THEIR SUCCESSOR TRUSTEE

Take Advantage of Generation Skipping Tax Repeal For 2010

Inherited Roth IRA Distribution Rules

IN RE: ALICE G. NOVOSIELSKI: PA Supreme Court Rules On Joint Account Case

Difficult IRA Beneficiary Designations-Naming A Trust

Executor and Attorney Fees For Probate In PA

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