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Article: How protected are your clients' retirement accounts after the 2005 Bankruptcy Act?
- Article from:
- Florida Bar Journal
- Article date:
- November 1, 2005
- Author:
CopyrightCOPYRIGHT 2005 Florida Bar. This material is published under license from the publisher through the Gale Group, Farmington Hills, Michigan. All inquiries regarding rights should be directed to the Gale Group. (Hide copyright information)
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Much ink has been spilled on how the 2001 federal tax act may, or may not, mean the end of the traditional estate planning practice as we have known it. Come what may from Congress in the form of estate tax legislation, one thing that will probably not change is that estate planning lawyers need to know a little about a lot of things. While the estate planning specialist may not always feel comfortable giving advice to be relied upon by the client in any particular case, it will not do, in client conferences, always to say: "I am not an expert in that area; we will have to get (the client hears 'pay') my partner or outside counsel to answer that question."
Over ...
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Article: When good IRAs go bad: common pre- and post- mortem IRA problems ...
Florida Bar Journal;
December 1, 2005 ;
700+ words
... ... accounts and review the statements as well. Individual Retirement Accounts are tax-deferred accounts that, handled properly, can ... certain trusts. To qualify, a trust must be valid under state law and become irrevocable by its own terms upon the IRA owner ...
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