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Insight on Estate Planning - October/November 2014
Oct 06, 2014

In this issue of Insight on Estate Planning, you'll find a review of the uses of Crumney trusts, information about charitable lead trusts, tips on ensuring that asset transfers comply with the relevant laws, an explanation of the IRS's new approach to IRA rollovers, and an article on gift tax exclusions for the payment of certain qualifying expenses.

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Insight on Estate Planning - August/September 2014
Sep 08, 2014

In this edition you'll find tips on reviewing your estate plan in the event of a divorce, protecting real estate assets, understanding how the generation-skipping transfer (GST) tax may affect your estate plan, dealing with property you own outside your revocable trust, and transferring property at death without the need for a probate proceeding.

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My Partner is a Jerk. What Can I Do?
Jul/Aug 2014

In this article, originally published in the King County Medical Society Bulletin, Tom Lerner discusses the problems that can arise when a problematic physician is part of the partnership, and considerations for responding to the disruptive behavior.

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