The other day I wore a Jerry Garcia tie while I ate Cherry Garcia ice cream. Jerry Garcia, for those of you who don’t know, was a former member of a popular 1960’s era band, The Grateful Dead. He was a colorful artistic man whose paintings became popular. Now deceased, his estate continues to bring […]
Today I’m going to tackle a most difficult subject - when a beneficiary of one’s estate has a dependency problem. The dependency may be related to alcohol, gambling or drugs (either prescription or illegal). The issue when one has a spouse, child or grandchild who struggles with these problems is how to deal with them […]
I spent the third week of January in Orlando at the University of Miami’s Heckerling Estate Planning Conference. This is a top national conference covering estate planning topics, where you will find many eminent attorneys both lecturing and attending. Topics include what’s new in the tax laws, IRS challenges and court cases, and what planning […]