Insight on Estate Planning - February/March 2016
Here's a brief glance at what you'll find in the February/March issue…
When interest rates are low, it's high time for estate planning
Interest rates remain at record lows, and while many experts believe they'll begin to rise soon, it's likely they'll rise slowly. So it's an ideal time to implement estate planning strategies that are most effective in a low-interest-rate environment. This article examines several estate planning strategies to consider implementing in the near term. It also includes a brief discussion on charitable strategies that are most effective in a low-interest-rate environment.
Asset protection: Back to basics
Asset protection trusts can be highly effective vehicles for protecting wealth in today's litigious society. But these trusts can be complex and expensive, so they're not right for everyone. For those seeking simpler asset protection strategies, there are several basic, yet effective, tools to consider. This article details five asset protection strategies.
Trusts and taxes
Understanding how one affects the other can benefit your estate plan
Trusts typically are a main component of an estate plan. But many may not know how higher taxes can impact a trust's overall effectiveness. This article explains how the current tax environment affects trust planning.
Estate Planning Pitfall
You haven't taken state estate taxes into account
A generous gift and estate tax exemption means only a small percentage of families are subject to federal estate taxes. But it's important to consider state estate taxes as well. Although many states tie their exemption amounts to the federal exemption, several states have exemptions that are significantly lower. This brief article explains how, in the eyes of the IRS, to successfully cut ties with one state and establish residency in another state with lower state estate taxes.
To view/download a PDF of the newsletter with full articles, click here.
The Current Whipsaw in Labor Law: Recent NLRB Developments and the Direction of the Biden Administration
While President Biden makes historic decisions, such as the firing of the NLRB’s General Counsel in January, many employers are wondering what impact “Biden’s NLRB” will have on their workforce. As new board members are confirmed, what changes should employers expect from the new NLRB?
FAQs: Mandatory COVID-19 Vaccines and the Automotive & Manufacturing Industries
Join us for a presentation where we will share the considerations, implications, and answer your frequently asked questions surrounding the implementation of mandatory COVID-19 vaccines.
The Basics: A Quick, But Important, Primer on Handling Fidelity Bond Claims Webinar
As workplaces across America open up this summer, now is the perfect time for a tune up on handling fidelity bond claims. Join a team of Clark Hill fidelity attorneys who will provide an overview of fidelity, coverage, noteworthy cases reported during the pandemic, key coverages and strategies for navigating a wide variety of claims.