Tagged with "Robert L. Moshman"

Estate Analyst: Don't Live in New York, Don't Die in New Jersey

Posted on December 3rd, 2014 at 9:53 AM
Estate Analyst: Don't Live in New York, Don't Die in New Jersey

Death requires no additional downsides. Death is almost always an inferior option to all the other alternatives that involve living. Yet, all other things being equal, some states provide estates with favorable amenities, such as mellow probate rules and an escape from state death taxes. Several jurisdictions are actively vying to become destination locations for your wealth (and the last stop for you). 

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Monuments Men Face Monumental Tasks

Posted on November 3rd, 2014 at 11:31 AM

How does artwork of dubious title or marketability affect the distribution of other assets of an estate? Must the estate insure the work for its value in the hands of the rightful owner or for its limited value in the estate’s possession? What level of due diligence will protect the executor and estate’s attorney from liability to beneficiaries? These answers and more uncovered by Robert L. Moshman, Esq.

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The Art and Science of Disinheriting Heirs

Posted on October 11th, 2014 at 10:53 AM

The second part of Robert Moshman's Estate Analyst: The Art and Science of Disinheriting Heirs.

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The Art and Science of Disinheriting Heirs

Posted on September 22nd, 2014 at 5:21 PM

The most recent Estate Analyst discusses the art and science of disinheriting heirs.

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Estate Analyst: The Tragic Case of Casey Kasem

Posted on August 4th, 2014 at 8:00 AM

Once more into the breach as we embark on what has become our annual journey to Crazy Town in a quest to cover inexplicable developments that strain reason, challenge credulity, and burst free from the shackles of logic. Once again, there is an abundance of material fitting this description.

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Estate Analyst: No Bankruptcy Exemption for Inherited IRA

Posted on July 10th, 2014 at 9:00 AM

It is not often that the Supreme Court provides a clear rule on any aspect of financial planning (or even graces our niche with a passing reference), so these occasions call for special attention.

On June 12, 2014, the Supreme Court’s decision in Clark v. Rameker clarified that an inherited IRA is not a protected retirement fund for bankruptcy purposes.

Here, we analyze the decision and its impact on planning issues and review the applicable rules and caveats that apply to inherited IRAs.

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Estate Analyst: Billionaire Blues

Posted on June 7th, 2014 at 3:04 PM

Robert L. Moshman focuses on Donald Sterling's estate in this edition of The Estate Analyst.

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Estate Analyst: Decantation Deliverance

Posted on May 3rd, 2014 at 10:00 AM

New statutes governing the decanting of trust assets have sprung up in 10 new jurisdictions over the past two years and the trend appears to be continuing.

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Estate Lawyer: Probating an iPhone Will; Revisiting 2009; and The Bobrow 700

Posted on April 2nd, 2014 at 9:00 AM

Is an iPhone message a valid Will? Why do the President’s budget proposals keep returning the transfer taxation to 2009 standards…but not until 2018? What prompted 700 tax lawyers to come to the aid of their colleague Alvan Bobrow? Can owners reclaim a painting that was nationalized during the Communist revolution?

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Winning (and Losing) Gifting Strategies

Posted on March 27th, 2014 at 3:38 PM

Cue the ball to drop on Times Square, prepare to bid adieu to 2012 and its ironically short-lived “lifetime” gift tax exclusion of
$5.12 million, and let’s have a chorus of “Auld Lang Syne,” lest our old acquaintance, the $1 million gift tax exclusion, be forgot.

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LATEST NEWS AND ARTICLES

September 23, 2022
CFP Board Lifts Interim Suspension of Former UBS Advisor

The Certified Financial Planner Board of Standards (CFP Board) has lifted an interim suspension it had imposed against a former UBS advisor after criminal fraud charges against him were recently dismissed.

September 22, 2022
FINRA Penalizes Baird Over $100 Trading Commissions

The Financial Industry Regulatory Authority (FINRA) has ordered Robert W. Baird & Co. to pay $461,481 plus interest due to allegations that the firm overcharged its clients on thousands of equity transactions for at least one year.

September 21, 2022
FINRA Arbitrators Award Nearly $470,000 To Investors in UBS YES Product

A Financial Industry Regulatory Authority (FINRA) arbitration panel has ordered UBS to pay nearly $470,000 to clients who invested in a complex options strategy, known as the YES or Yield Enhancement Strategy.