Jun 15, 2015 | Estate Planning
Have your minor children ever taken a trip without you with grandparents or a favorite aunt? Have you ever taken a special week get-a-way with your spouse without your young children, leaving them with trusted friends or relatives? Can you always guarantee that you...
Nov 3, 2014 | Estate Planning
A recent case involved a trust Settlor who made cash gifts to cover education expenses of her cousin’s grandson. The Settlor sent a written letter to her trustee confirming that she had paid such expenses for the past two years and that she “expected that” that the ...
Oct 10, 2014 | Estate Planning
Do you communicate with friends by email or texting? Do you review your bank accounts or brokerage assets online using personal passwords? Do you have a social or business networking account? Do you store personal photos on the internet in the “cloud”? Do you have...
Sep 10, 2014 | Business & Corporate, Estate Planning, Tax Law
While it is not uncommon for nonprofits to engage in business transactions with insiders, i.e., doing business with an entity related to a board member or officer of the nonprofit organization, it is important that the nonprofit engage in due diligence and strict...
Jul 23, 2014 | Business & Corporate, Estate Planning, Tax Law
The Florida Solicitation of Contributions Act (the “Act”) requires anyone who solicits donations, i.e., charitable organizations, sponsors, professional solicitors and fundraising consultants, to register with the Florida Department of Agriculture and Consumer Affairs...
Mar 17, 2014 | Estate Planning
College Education 529 plans have become popular tools to assist with the payment of college, and they are appropriate vehicles in the right situations. However, grandparents need to assess whether such plans are the right way for them to help their grandchildren with...
