When is a Joint Account Not a Joint Account? (February 2010)

Estate Planning Basics; What Documents are Part of an Estate Plan? (February 2009)

Tax Shelters, Indictments: Another Estate Planning Attorney/Probate Lawyer Article (November 2008)

To Disclaim or not to Disclaim, that is the Question: Another Estate Planning Attorney/Probate Lawyer Article (October 2008)

Common Grievances Against Florida Probate and Estate Planning Attorneys and How We Strive to Avoid Them (October 2008)

Trustee’s Obligation to Notify Beneficiaries under New Trust Act (September 2008)

Grantor Retained Annuity Trusts (GRATs) as a Part of your Estate Plan (September 2008)

Estate Planning and Probate Related Legislative Update (September 2008)

Rollovers (August 2008)

Including Your Pets in Your Estate Plan (August 2008)

Saving for College and Estate Planning (July 2008)

Ending a 401K (July 2008)

Legislative Update (July 2008)

Legal Ethics Competition

Discovery In Orphans’ Court during a Will Challenge; Depositions, Production of Documents and Perpetuation of Testimony (March 2008)

Notification Rules for Litigation in the Orphans’ Court for Such Matters as Will Challenges and Fiduciary Accountings (March 2008)

Defeated: A Sales Tax on the Legal Services (March 2008)

Is a transfer of property at a Pennsylvania resident’s death to a daughter-in-law subject to the Pennsylvania Inheritance Tax and, if so, at what rate?(February 2008)

Intestate Succession in New Jersey (Who Gets Your Stuff if You Die Without A Will In New Jersey) (February 2008)

Intestate Succession in Pennsylvania (Who Gets Your Stuff if You Die Without A Will in Pennsylvania) (February 2008)

Pennsylvania Legislative Update (February 2008)

Converting an IRA, 401k and other Qualified Plans into an Inherited IRA (January 2008)

Transfer Tax (Estate and Gift Tax) Outline [PDF] (December 2007)

When Family Members Compete to Serve as Guardian of the Person and Estate of an Incapacitated Person, Who Will the Orphans’ Court Select? (October 2007)

Can a Client Name Someone Else’s Trust as Beneficiary of the Client’s Will? (October 2007)

May an Executor Ask an Orphan’s Court Judge to Clarify Terms of a Will? (October 2007)

Deductible Funeral Expenses and the Federal Estate Tax (August 2007)

The Family Exemption to the Pennsylvania Inheritance Tax as Applied to Revocable or Living Trusts by The New Pennsylvania Uniform Trust Act (August 2007)

The Attorney-Client Privilege After Death in Will Challenges (Undue Influence, Incapacity, Forgery, etc.) (August 2007)

Disability Insurance (Dec. 2006)

New Law Changes IRA Beneficiary Transfer Rules (Dec. 2006)

Becoming a Florida Resident (March 2006)

Special Needs Trust/Supplemental Needs Trust (March 2006)

February 2006 Newsletter (February 2006)

• Federal Income Tax changes for 2005
• How to Choose a Trustee, an Interview
• The Proper Treatment of Simple Trust Income
• Supreme Court, to Disclaim or not to Disclaim

December 2005 Newsletter (December 2005)

• IRS Alert and Updates
• Hurricane Katrina and its Tax Implications
• End of the Year Tax Planning
• Hill vs. IRS
• Roark vs. IRS 10