InterActive Legal - Drafting Solutions for Estate Planning and Elder Law Attorneys

In response to the President’s Executive Order of April 21, 2017, the Internal Revenue Service has issued Notice 2017-38, 2017, designating the Proposed Regulations under Section 2704 of the Internal Revenue Code as imposing an undue…

As estate planners, part of our job is making sure our clients’ desires – as far as who receives their property – are fulfilled. Some clients know exactly what they want, and others need to be provided with options so that they can choose…

I would like to start this post with a potentially controversial statement:  When planning for qualified retirement plans and IRAs (which I will sometimes refer to as "retirement benefits"), achieving the longest "stretch-out" period for…