Monthly Archives: November 2011

Should Children Urge Parents to Do Their Estate Plan This Holiday?

Posted on November 23, 2011 by Roger Billings

            This is an updated version of last year’s pre-holiday post. If parents do not have an estate plan should their children ask them to get it done? Many parents never find time to set things … Continue reading →






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Is Congress Driving You Crazy?

Posted on November 18, 2011 by Roger Billings

  When I was in law school, I interviewed for a job with a Washington DC tax attorney. Congress had just overhauled the tax code, and I asked how the changes had affected his practice. What started as a job … Continue reading →






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What is Your Portability IQ?

Posted on November 7, 2011 by Roger Billings

  Portability, a new concept introduced by the December 2010 amendment to the Estate Tax, is a topic that we all need to learn more about. Jamie Held provided this summary of portability: In general, portability allows a surviving spouse … Continue reading →






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The Demise of Asset Protection Trusts: An Update

Posted on November 2, 2011 by Roger Billings

  Last month, a Bankruptcy Court in Alaska entered a ruling against one Tom Mortensen that seemingly eviscerates asset protection trusts. The Trust Advisor Blog has provided a comprehensive update on the fallout from that ruling: Alaska is one of … Continue reading →






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