ILIT Survives Termination Attempt
By Doug Chalgian on May 17, 2020
[This post involves tax planning concepts and jargon. Some readers might benefit from a refresher on these topics before diving in. I’ve attempted to provide that refresher at...
Uncapping Triggered by Date of Settlor’s Death
By Doug Chalgian on March 9, 2017
Cottage in Grand Traverse County is held in revocable trust. Settlor dies in August 2014. Township uncaps property taxes for 2015 – which is the calendar year following...
R.I.P. A/B Trusts (The Day Elder Law Supplanted Estate Planning)
By Doug Chalgian on February 9, 2013
I think it is hard to overstate how dramatic the recent developments in the federal estate tax law are in terms of the practice of estate planning. It...
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About The Author: Doug ChalgianI am an estate planning, probate litigating, elder law attorney. This is a blog for clients and professional colleagues. In it I offer my ideas about the state of the law and the practice of law. I believe we are living through a unique period during which the law (which is traditionally slow to change) and society are attempting to evolve to address the explosion of people living long lives. I find these developments fascinating and enjoy being involved in this evolution. |