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New York Law Journal

Matter of Seltun

By | December 19, 2014
Conditional Order Grants Petitioner's, Counsel's Motion Unless Father Responds to Discovery
2 minute read

New York Law Journal

Matter of Evans

By | December 19, 2014
Co-Guardians' Breach of Fiduciary Duties Warrants Total Denial of Commissions
2 minute read

Commercial Litigation Insider

Challenge Made to Trustees' Approval of $4 Billion JPMorgan RMBS Settlement

A $4 billion-plus settlement to resolve JPMorgan Chase's liability for more than 300 pools of home loans has raised objections from a number of entities, including the government-chartered agency that liquidated several credit unions and a residential mortgage-backed securities insurer on the hook to pay more than $500 million for the failed trusts.
5 minute read

The Legal Intelligencer

Exploring the Benefits of an Index Life Policy

Getting your financial future in order is a complex task.
5 minute read

New Jersey Law Journal

Wealth Management

By | December 18, 2014
In this special issue we examine two uncommon financial vehicles: longevity insurance, also known as a deferred income annuity, and self-settled life insurance trusts. We look at the trusteed individual retirement account, which involves using a trust as a conduit for the beneficiary of an IRA, and recent trends in New Jersey regarding admitting flawed wills to probate. Two authors evaluate New Jersey's controversial estate tax. And we learn about the tax rules on deductions for business driving.
2 minute read

New Jersey Law Journal

NJ's Estate Tax: An Expensive Oversight for the Unprepared

Tips for reducing or eliminating estate tax, and proposals for leveling the tax playing field in New Jersey as compared to many other states.
7 minute read

New Jersey Law Journal

Flawed Documents Prepared With the Best of Intentions

New Jersey courts remain focused on the testator's intent, rather than rigid compliance with technical rules, when a testamentary document is flawed.
7 minute read

New Jersey Law Journal

The Trusteed Individual Retirement Account

Trusteed IRAs combine the tax advantage of an IRA with the flexibility and control of a trust, which can be crafted to meet the needs and expectations of the grantor and provide protection from creditors.
8 minute read

New Jersey Law Journal

Self-Settled Life Insurance Trusts: A Viable Alternative?

There is risk in establishing a self-settled life insurance trust. But is it better to leave the insurance in the client's name, guaranteeing gross estate inclusion?
9 minute read

New Jersey Law Journal

Longevity Insurance: Is it a Good Deal for You?

To ensure against running out of assets at the end of one's life, one available tool is the purchase of a longevity annuity, also known as a deferred income annuity.
9 minute read

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