Recent Developments
Daniel K. Hicks of Nexsen Pruet
The following article appeared in "The Will and The Way" newsletter for the North Carolina Bar Association Estate Planning and Fiduciary Law Section (November 2000). The author reviews federal administrative and case law developments as well as North Carolina Case Law Developments relating to trust and estate law.
Grits, Grats, Gruts What? -- Estate Planning-Beyond the Basics
Michael J. Smith of Larkin Hoffman Daly & Lindgren Ltd.
It has been said that the best estate planning is to die shortly before your last check bounces. For those of us not planning on spending every last penny, some attention to estate planning is warranted.
Integrated Estate Planning
Barry S Engel of Engel & Reiman P.C
For the client who needs to protect assets, estate planning may include the use of asset protection trusts (such as foreign-situs trusts) that will put assets safely out of reach. Although there are potentially many reasons to use such vehicles, their use is not for everyone; many factors must first be considered. This article explores the world of the "Integrated Estate Planning Trust," discusses why and when it is used and offers a model planning structure.
Estate Planning Focus, Fall 1998
Warner Norcross & Judd LLP
This alert contains articles entitled: When Should My Planning Be Updated?, Should You Convert Your Regular IRA to a Roth IRA?, Things to Consider Before Transferring Your Home to Your Trust, Funding Living Trusts: More (and Less) Than Avoiding Probate, The Estate And Protection Individuals Code-An Interview With John Martin, and Tax Update.