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Monthly Archives: October 2014

States

The State of State Estate Taxes

By Jeffrey R. Gottlieb |

Most people know that there is a federal estate tax (the dreaded “death tax”). But many are surprised to learn that some states (including Illinois) also have a separate (and additional) state estate tax. The federal estate tax calculation previously allowed a credit for state estate taxes paid, which generally negated the impact of… Read More »

Estate Planning

National Estate Planning Awareness Week is October 20-26

By Jeffrey R. Gottlieb |

Are you aware that this week is National Estate Planning Awareness Week (NEPAW)? You are now. In 2008, the 110th Congress passed a resolution designating the third week of October as such. The resolution recognizes the importance of estate planning, encourages the distribution of estate planning information by professionals to all Americans and is… Read More »

NBI

My NBI Webcast Seminar Presentation: ‘Administering a Small Estate’

By Jeffrey R. Gottlieb |

I recently recorded a seminar presentation for National Business Institute (NBI) on the topic of “Administering a Small Estate.” NBI is a continuing legal education (CLE) provider for professionals. The presentation aired on October 1, 2014 and is now available as an on-demand webcast from NBI. I co-presented the seminar along with attorney Kimberly… Read More »

ReallySNLImage

Big Internet Companies Oppose FADA Legislation — Really!?!

By Jeffrey R. Gottlieb |

In July I discussed and lauded the recent adoption of the Uniform Fiduciary Access To Digital Assets (FADA) Act. FADA is not a law in itself, but is intended to provide uniform model legislation for states to enact to vest fiduciaries (executor, trustee, agent and guardian) with the authority to access digital assets and… Read More »