Month: December 2011
Are You Required to Support Your Parents?
Much to my surprise, I recently became aware of the following North Carolina law: § 14 326.1. Parents; failure to support. If…
How to Draft IRA Trusts – Teleconference
Attorneys interested in learning more about IRA Trusts may wish to sign up for my 90 minute teleconference, How to Draft IRA Trusts,…
IRS Requests Comments on Trust Decanting
The IRS is requesting comments on the tax implications of trust “decanting,” which refers to transfers by a trustee of all or…
Tax Provisions Expiring December 31, 2011
There a few federal income tax deductions and other provisions that expire this year: Tax-free distributions from IRAs for charitable purposes –…
Duke’s OLLI Program to Offer Retirement Course in 2012
Local Financial Planner Janet Ramsey, MBA, CFP will be offering a course entitled To the Health of Your Wealth as part of Duke University’s…
Tax Information for U.S. Citizens Living Abroad
U.S. citizens must report and pay taxes on their world-wide income, even if living in another country. U.S. taxpayers are also…
Estate Planning and Probate Seminar for Paralegals
North Carolina legal assistants working with estate lawyers may be interested in a day-long seminar, Estate Planning and Probate Practice for Paralegals,…
