Month: October 2011
12 Scary Beneficiary Designation Mistakes
It’s Halloween, and tonight kids of all ages will be dressed in an assortment of costumes, many designed to frighten. What frightens…
The Jolly Testator
Written by Lord Neaves centuries ago, but true to this day: Ye lawyers who live upon litigants’ fees, And who need a…
2012 Retirement Account Contribution Limits
In IR-2011-103, the IRS announced the pension and other retirement account contributions limit. Certain limits are set for below: Qualified Plans: The elective deferral…
Do you know the 10 Warning Signs of Alzheimer’s Disease?
Alzheimer’s disease has really been on my radar these days. Now, I know I’m an elder law attorney, so of course it’s…
AK Bankruptcy Court Avoids Transfer to AK DAPT
In the May 26, 2011 Alaska Bankruptcy Court decision of In re Mortensen, the court avoided a transfer of real property of…
The Seven Levels of Asset Protection
Today I participated in a teleconference on Asset Protection Planning. Although the program was a bit basic for me, speaker Carl Waldman….
LegalZoom Files Suit Against NC State Bar
The online legal forms provider LegalZoom.com recently filed a lawsuit against the North Carolina State Bar in Wake County Superior Court, requesting…
IRS Provides Guidance for Protective Claim for Estate Tax Refund
The IRS has just issued Revenue Procedure 2011-48, which provides guidance regarding the filing and subsequent resolution of a protective claim for refund…
SECU – Estate Planning Friend or Foe?
The North Carolina State Employees Credit Union has a relatively new program called Estate Planning Essentials. Members of SECU are offered “estate…
National Estate Planning Awareness Week
October 17-23 is National Estate Planning Awareness Week. Most people are woefully unaware of the importance and benefits of estate planning. Even…
