Urban Land Institute Emerging Trends in Real Estate 2012
Click here to view the Urban Land Institute Emerging Trends in Real Estate© 2012 Forecast from PwC US and the Urban Land Institute referenced in Andy Keeney's Real Estate Update letter.
By E. Andrew Keeney
Private Client Services Update - Special Attention for Special Needs
Imagine the following situation. Sam and Sue are in their early 80s, live in Virginia Beach, and are the proud parents of 3 children. Two of them, Bill and Betty, are grown, married, and between them have produced 6 wonderful grandchildren, all of whom live on the West Coast. Unfortunately, Jack, the third child, is bipolar and has numerous health issues, including impaired vision and serious periodontal disease.
By Robert H. Powell III and Private Client Services
Private Client Services Update - Portability - Is It Time to Throw Traditional Estate Tax Planning Out the Window?
When Congress passed the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (the 2010 Tax Act) in December 2010, it finally provided some guidance and certainty -- albeit for just two years -- for the estate tax planning world.
By Alexander W. Powell Jr. and Private Client Services
Private Client Services Update - Issues with Real Estate in a Decedent's Estate
The sale of real estate under Virginia law in connection with a decedents estate can involve a number of legal and practical considerations that can be affected by whether a decedent dies with or without a will.
By Edward R. Stolle and Private Client Services
Private Client Services Update - Asset Protection-Domestic Asset Protection Trusts (DAPTs) Take a Hit
One of the hot topics among planners over the last several years has been how to utilize the laws enacted by several states (now five) allowing a person to create his own self settled trust or domestic asset protection trust (called a "DAPT"), which have been promoted as not reachable by creditors, if they satisfy the elements of the particular state statue.
By James G. Steiger and Private Client Services
Employee Benefits Alert - Fall 2011
In This Issue:
- Advanced Written Notice of Benefit Changes
- DOL to Re-Propose Rule on Definition of Fiduciary
- IRS Announces Plan Limitations for 2012
- COLA Increases for Dollar Limitations on Benefits and Contributions
By ESOPs & Employee Benefits
Private Client Services Update - Benefit Corporations - A New Business Entity for the Socially Minded Entrepreneur
"Social Entrepreneurship" has become a hot concept in recent years as many businesses and entrepreneurs have sought to bring profit-making and social mission together under one roof.
By David Kamer and Private Client Services