News & Insights

Remote Execution of Estate Planning Documents During the Novel Coronavirus Pandemic

HOW THE LATEST COVID-19 NEWS CAN AFFECT YOU | April 10, 2020

By Daniel R. Bernard, Associate Once again, as you read this article, I hope you and your family are well. I am writing this article as partial update to my article entitled “Estate Planning During the Novel Coronavirus Pandemic”, wherein at the end of the article I...

Estate Tax Planning Opportunities Due to the Coronavirus

HOW THE LATEST COVID-19 NEWS CAN AFFECT YOU | April 8, 2020

By Daniel R. Bernard, Associate There is a Chinese curse which says ‘May he live in interesting times.’ Like it or not we live in interesting times. They are times of danger and uncertainty; but they are also more open to the creative energy of men than...

Estate Planning During the Novel Coronavirus Pandemic

HOW THE LATEST COVID-19 NEWS CAN AFFECT YOU | March 27, 2020

By Daniel R. Bernard, Associate   Estate Planning During the Novel Coronavirus Pandemic As you read this article, I hope you and your family are well. The last few weeks (has it only been weeks, when it feels like months?) have been an unprecedented time in...

No Need to Fear a Federal Claw Back

INSIGHTS | By: | February 5, 2020

By Daniel R. Bernard, Esq. In December 2017 President Donald J. Trump signed into law the Tax Cuts and Jobs Act (the “TCJA”). Among other provisions, the TCJA doubled the federal estate and gift tax exemption amount from $5 million to $10 million, adjusted for...

What is QPRT?

INSIGHTS | By: | January 3, 2020

It is not uncommon for someone to transfer their personal residence into a trust. Many people may be familiar with the concept of transferring their personal residence to an irrevocable Medicaid type trust, in order to begin the clock ticking on the five year look...