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September 1, 2020

Trust Accounting for IRAs

What is Trust accounting and why is it important for an IRA account? Trust accounting is determined by State law, and the applicable state law is driven by the trust account’s situs.  For the purposes of this article, I am going…

August 7, 2020

Estate Planning in the Time of COVID

A couple of months back, during the height of COVID in the Northeast region, my brother-in-law noticed how one of his neighbors, he believed, had passed.  Since we were all still in lockdown mode he made the assumption that –since…

July 30, 2020

The Resurgence of The Spousal Lifetime Access Trust

We are starting to see a renewed interest in the Spousal Lifetime Access Trust (“SLAT”). This was a new estate planning strategy that surfaced in late 2012 designed to take advantage of the lifetime exemption by funding the bypass trust…

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