News Corner

Payment of Group Life Benefits Can Be Denied Despite Two-Year Incontestability Clause and Employer’s Misrepresentation of Coverage

April 18, 2017

Wednesday, 05 April 2017                                                               WRN# 17.04.05   TOPIC: Payment of Group Life Benefits Can Be Denied Despite Two-Year Incontestability Clause and Employer’s Misrepresentation of Coverage   A U.S. District Court held that: (1) a group life...

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Sometimes Love Knows No Boundaries: Protecting Your Family Legacy from In-Laws.

April 18, 2017

Thursday, 13 April 2017                                                                  WRM# 17-14   TOPIC:  Sometimes Love Knows No Boundaries: Protecting Your Family Legacy from In-Laws.   MARKET TREND: Interest in the family creditor protection offered by irrevocable trusts is on the...

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It’s Déjà Vu: Planning (Again) in the Face of Uncertainty - Estate Freeze Series: Installment Sales to Grantor Trusts.

April 3, 2017

Thursday, 30 March 2017                                                         WRM# 17-13   TOPIC:  It’s Déjà Vu: Planning (Again) in the Face of Uncertainty - Estate Freeze Series:  Installment Sales to Grantor Trusts.   MARKET TREND: With low interest rates and uncertainty persisting, estate...

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Forget Something? Make Sure to Change Life Insurance Beneficiaries Post-Divorce.

March 9, 2017

Thursday, 2 March 2017                                                            WRM# 17-09   TOPIC:  Forget Something? Make Sure to Change Life Insurance Beneficiaries Post-Divorce.   MARKET TREND:  It is very commonplace for life insurance beneficiary designations to be overlooked or even...

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Fundamentals of Required Minimum Distributions: 7 Things You Must Know

February 17, 2017

Thursday, 16 February 2017                                                                       WRM# 17-07   TOPIC:  Fundamentals of Required Minimum Distributions: 7 Things You Must Know.   MARKET TREND: Retirement plan participants and IRA holders frequently seek to maximize...

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Keep on Truckin’ – Leaving One State for Another? Don’t Get Stuck In Between…

February 15, 2017

Thursday, 9 February 2017                                                                         WRM# 17-06   TOPIC: Keep on Truckin’ – Leaving One State for Another? Don’t Get Stuck In Between… MARKET TREND:  As budgets are squeezed, more states are challenging state...

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The Trustee’s Duty to Inform and Report – What to Say and When.

February 6, 2017

Thursday, 12 January 2017                                                                       WRM# 17-02   TOPIC:  The Trustee’s Duty to Inform and Report – What to Say and When.   MARKETTREND:  Given the technical complexities of irrevocable trust administration, including the...

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Lebel & Harriman's Take on New DOL Regulations

September 23, 2016

Long-Term Care Insurance - Individual Income Tax Basics

August 10, 2015

Thursday, August 6 2015 WRM# 15-29   TOPIC: Long-Term Care Insurance – Individual Income Tax Basics.   MARKET TREND: As society ages and health care costs escalate, long-term care (“LTC”) insurance may play a vital role in financial planning and risk management. SYNOPSIS: More individuals are likely to face significant LTC expenses, which can...

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Time to Act Now: Family Limited Partnerships and Valuations Discounts Attracts IRS Scrutiny

June 25, 2015

  Thursday, June 25 2015 WRM# 15-23   TOPIC: Time to Act Now: Family Limited Partnerships and Valuations Discounts.   MARKET TREND: The popularity of family limited partnership and LLCs in gift and estate tax planning continues to attract IRS scrutiny.   SYNOPSIS: Family limited partnerships and LLCs have proliferated over the years, with families...

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