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Parman & Easterday

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Home » Legal Education

Legal Education

Gen X – This One’s for You (Really Every Generation Should Read This)

September 20, 2023 by Courtesy of Parman and Easterday

As the Baby Boomer Generation retires and eventually dies, the greatest transfer of wealth will occur and according to many sources, it will dwarf any prior wealth transfer. This transfer gives those anticipated to inherit the wealth a great opportunity to open the lines of communication with their families to plan for the shift that has already started. Read on to learn more. … [Read more...] about Gen X – This One’s for You (Really Every Generation Should Read This)

Filed Under: Estate Planning, Legal Education

What We Can All Learn from Diller v. Richardson – Part II

September 13, 2023 by Courtesy of Parman and Easterday

Clients create Estate Plans to work in a certain way. They raise their concerns with the drafting attorney and a qualified Estate Planning attorney includes safeguards to ensure that the plan works as intended and desired yet contains provisions flexible enough to change if circumstances require a change. Almost all of us have read or heard of cases in which the plan did not work as intended and litigation ensured. In fact, we often read about them in the news. The Diller v. Richardson case … [Read more...] about What We Can All Learn from Diller v. Richardson – Part II

Filed Under: Estate Planning, Legal Education

What We Can All Learn from Diller v. Richardson

September 6, 2023 by Courtesy of Parman and Easterday

Clients create Estate Plans to work in a certain way. They raise their concerns with the drafting attorney and a qualified Estate Planning attorney includes safeguards to ensure that the plan works as intended and desired yet contains provisions flexible enough to change if circumstances require a change. Almost all of us have read or heard of cases in which the plan did not work as intended and litigation ensured. In fact, we often read about them in the news. The Diller v. Richardson case … [Read more...] about What We Can All Learn from Diller v. Richardson

Filed Under: Estate Planning, Legal Education

R-E-S-P-E-C-T Find Out What It Means To…Your Estate Plan

August 30, 2023 by Courtesy of Parman and Easterday

Individuals often have reservations about seeking out an attorney’s help with their Estate Plan. Sometimes they worry about the cost, other times they think that they can do it on their own, and sometimes they die before the thought of creating an Estate Plan ever crosses their mind. Unfortunately, the issues that arise from a lack of proper Estate Planning on death don’t care who we are. As this blog demonstrates, even celebrities struggle with creating a comprehensive Estate Plan. Read on to … [Read more...] about R-E-S-P-E-C-T Find Out What It Means To…Your Estate Plan

Filed Under: Estate Planning, Legal Education

529 Plans – The “Holy Grail” of Estate Planning

August 16, 2023 by Courtesy of Parman and Easterday

When Estate Planning practitioners talk about the “Holy Grail” of Estate Planning, they generally mean the intentionally defective grantor trust which includes the assets contributed to it in the grantor’s income tax for income purposes but excludes such assets from the grantor’s estate for estate tax purposes. The 529 plan provides yet another example of the “Holy Grail” in Estate planning by allowing tax-free growth, control of the plan until the death of the grantor without estate tax … [Read more...] about 529 Plans – The “Holy Grail” of Estate Planning

Filed Under: Estate Planning, Legal Education

The Wonder of Wills

August 9, 2023 by Courtesy of Parman and Easterday

Many Estate Planning attorneys have fielded a question regarding whether an Estate Plan was necessary, or whether a Will is necessary if the client has a Revocable Trust. Let’s settle the debate now. Even in an Estate Plan based upon a Revocable Trust, Wills play an important role. Everyone with an Estate Plan needs to have a Will because certain things can only be done with a Will. Read on to learn more. … [Read more...] about The Wonder of Wills

Filed Under: Estate Planning, Legal Education

Understanding and Manipulating Estate and Gift Taxes – Part II

August 2, 2023 by Courtesy of Parman and Easterday

Most everyone knows that each American can pass nearly $13 million in assets before worrying about an estate tax. In addition, it’s possible to pass an unlimited amount to a spouse without incurring any tax. Of course, to obtain the benefit of the unlimited marital deduction, the amount passing to the spouse must meet specific requirements. If the property meets certain requirements, the Internal Revenue Code allows the unlimited deduction but includes the property in the surviving spouse’s … [Read more...] about Understanding and Manipulating Estate and Gift Taxes – Part II

Filed Under: Estate Planning, Legal Education, tax planning

Understanding and Manipulating Estate and Gift Taxes

July 26, 2023 by Courtesy of Parman and Easterday

Most everyone knows that each American can pass nearly $13 million in assets before worrying about an estate tax. In addition, it’s possible to pass an unlimited amount to a spouse without incurring any tax. Of course, to obtain the benefit of the unlimited marital deduction, the amount passing to the spouse must meet specific requirements. Read on to learn more. … [Read more...] about Understanding and Manipulating Estate and Gift Taxes

Filed Under: Estate Planning, Legal Education, tax planning

What It Means to Disclaim

July 5, 2023 by Courtesy of Parman and Easterday

Disclaimers are an effective Estate Planning tool for the Trust and Estate Practitioner. They allow the disclaimant to alter an Estate Plan if they follow the statutory requirements exactly. Disclaimers can be tricky but when used correctly, achieve great results for a client. Read on to learn more. … [Read more...] about What It Means to Disclaim

Filed Under: Estate Planning, Legal Education, taxation

Spring Summit 2023: Celebrating 30 Years of Indispensability in the Windy City

June 28, 2023 by Courtesy of Parman and Easterday

The best Estate Planners stay current on the latest trends. The American Academy of Estate Planning held its semi-annual conference providing education and learning for and inspiring excellence in its Members. Read on to learn more about the unique experience at the conference. … [Read more...] about Spring Summit 2023: Celebrating 30 Years of Indispensability in the Windy City

Filed Under: Estate Planning, Legal Education

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