Educational Alerts
U. S. Supreme Court Rules DOMA Unconstitutional: Estate Planning for LGBTQ Couples Just Got Easier – and More Complicated
The U.S. Supreme Court recently released two decisions concerning same-sex marriages. This alert examines the landscape of same-sex marriage and estate planning for LGBTQ couples in light of Windsor and Petty.
Planning for Retirement Assets Can be Difficult
This month’s Alert examines the rules regarding distributions from IRAs and retirement plans. In particular, it examines reasons to make a trust the beneficiary and rules regarding who is the measuring life for minimum required distribution purposes.
Guardianship Provisions Essential To a Comprehensive Estate Plan
This month’s Alert examines two high-profile cases which illustrate the importance of naming guardians for minor children.
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