Aug 6, 2016

Posted by in Blog - "Altman Speaks"

Treasury Proposing New Regulations on Minority Discounts in Family Controlled Entities

Treasury Proposing New Regulations on Minority Discounts in Family Controlled Entities The Treasury has issued proposed regulations under Internal Revenue Code Section 2704 that would result in significant changes to the valuation of interests in many family-controlled entities for estate, gift, and generation-skipping transfer tax purposes. If adopted, they would eliminate almost...

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Jul 25, 2016

Posted by in Blog - "Altman Speaks"

Limiting Liability When Serving as a Personal Representative (Executor)

Limiting Liability When Serving as a Personal Representative (Executor) Family members are often appointed to serve as the Personal Representative (or Executor) of a loved one’s estate. This role can be extremely challenging, especially in instances where its discovered that the person’s financial affairs are in disarray. One all-too-common scenario,...

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Jul 13, 2016

Posted by in Blog - "Altman Speaks"

Digital Asset Planning: Who Will Care for Your Pokémon When You’re Gone?

Digital Asset Planning: Who Will Care for Your Pokémon When You’re Gone? If you’ve been outside at all this week, there’s a good chance you’ve noticed plenty of people (adults, not just children!) wandering around while staring down at their phones.  Indeed, the new Pokémon Go craze has turned neighborhoods around the world into scenes from a...

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Jul 11, 2016

Posted by in Blog - "Altman Speaks"

My Kid is Heading to College – Should We Do Any Estate Planning?

My Kid is Heading to College – Should We Do Any Estate Planning? So, your kid is off to college. Congratulations! What estate planning documents, if any, should he or she have? Ideally, he or she should have a Financial Power of Attorney, an Advance Medical Directive, and a HIPAA Release Form (this is the minimum, circumstances may alter the need). If your kid...

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Jul 11, 2016

Posted by in Blog - "Altman Speaks"

What is a Revocable Trust and Should I Have One?

Revocable trusts, which are also known as “living trusts” or “loving trusts” are legal documents used in estate planning. In simple terms, a revocable trust is a trust that is created during your lifetime. It is a written agreement that appoints a trustee to manage and administer property...

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