Recent Estate Planning Newsletter Articles
Courtesy of Mark J. Welch, Attorney at Law[Updated January 12, 1999]Mark J. Welch is an attorney in Pleasanton, California, who limits his practice to estate planning, probate, and trust law.
The first section links to articles from Mr. Welch's Estate Planning Advisory newsletter. The second section links to related articles by other attorneys. The third section links to magazine articles. Please tell me if any links expire, and suggest more articles. This information is for general reference only. Consult an attorney for legal advice based on your specific circumstances and needs.
See also: Books about Estate Planning, Probate & Trust Law
Articles by Mark J. Welch, Attorney at Law
From the American Bar Association:
From the State Bar of California: Articles from Other Attorneys:
- Succession Planning for Family Lands and full article The Family Land Preservation Trust: Succession Planning for Heirloom Real Estate (Joseph F. McDonald III, Cleveland, Waters and Bass, NH)
- Advanced Estate Planning (by Layne T. Rushforth, Las Vegas, Nevada)
- Elder Law & Medicare Newsletter (by Tim Takacs, Nashville, TN)
- Elder law & estate planning newspaper column (by Paul Premack, San Antonio, TX)
- How the IRS Audits Estate Tax Returns (by Vincent Teahan, Poughkeepsie, NY)
- Gift-Giving Tips (by George Montgomery, Pillsbury, Madison & Sutro, SF CA)
- Making Gifts to Minors (by George Montgomery, PM&S, San Francisco)
- Estate Planning for Non-Citizen Spouses (by George Montgomery, PM&S, San Francisco)
- Personal Residence Grantor-Retained Income Trusts (GRIT, QPRT) (by George Montgomery, PM&S, San Francisco)
- PM&S State & Local Tax Bulletins
From DeMaio & DeMaio (NJ) Foresight Newsletter:From Hale & Dorr (MA) Trusts and Estates Bulletin:- December 1996 (A Synopsis of New Modifications to the Foreign Trust Rules; Exclusion of Accelerated Death Benefits from Gross Income May Benefit the Terminally and Chronically Ill; Prepaid State Tuition Programs Gain Favorable Tax Treatment; 1996 Tax Legislation: Miscellaneous Benefits)
- July 1996 (Lifetime Gifts by Stockholders of Growing Companies; Lifetime Giving Techniques; Use Of Stock Options In Connection With Gift Planning)
- September 1995 (Charitable Deductions; Charitable Contributions of Securities; Give Deferred Income to Charity; Charitable Remainder Trusts; Foundations and Other Non-Profits)
- May 1995 (About Not Making Gifts; The Deep Pocket Trustee; Why Can't I Pick My Own Trustees? - Part II)
- April 1995 (Unreadable Wills and Trusts; Why So Vague?; Why Can't I Pick My Own Trustees? - Part I; A Simple Estate Plan)
- February 1995 (Valuation Muddles In The Settlement Of Estates; Starting Out - Do I Need A Will?; Estate Planning Considerations In The Context Of Divorce)
- August 1994 (Death and Confidentiality; Untaxed Gains (?) with a Charitable Remainder Trust; Advanced Estate Planning Ideas; The Charitable Lead Trust; Medicaid Planning - Chapter Two)
- June 1994 (Pros and Cons of Family Partnerships; Medicaid Planning; The Trustee Succession Committee)
Links to magazine & newspaper articles on the Web
Go to the California Estate Planning Home PageView the Complete List of U.S. Estate Planning & Probate Attorneys with Web Sites