I received the following via e-mail: On May 12 at 6:00 PM, Michael P. Ryan, chief clerk of the Nassau County Surrogate’s Court, will present a free lecture, the Ruth Lewinson Memorial Lecture, at the New York County Lawyers’ Association (NYCLA), 14 Vesey Street (between Broadway and Church Street) in Lower Manhattan. The lecture topic [...]
Richard Epstein, responding to Paul Krugman’s Op-Ed in the New York Times, defends the Republic position on unemployment benefits, the estate tax and health care. With regard to the estate tax he writes: So let’s start with the estate tax and ask whether a tax that exempts 99.75%, of all estates, as the Democrats propose, [...]
Tagged Estate TaxAvrohom Gefen and I recently launched a new blog, Jewish Legal Perspectives (http://www.jlperspectives.org). We are posting regularly. Share/Save
Paul L. Caron, the TaxProf blogger, provided the following chart from a 2006 article by Joshua S. Gans and Andrew Leigh, “Toying with Death and Taxes: Some Lessons from Down Under”. The chart purports to show that a significant number of the deaths in Australia were shifted from the week before to the week after July 1, 1979, the [...]
Tagged Estate TaxSurrogate Calvaruso of Monroe County issued a decision in Matter of Feller on January 4, 2010, worth reading for its succinct summary of some of the burdens of proof and presumptions that have to be overcome to survive summary judgment in a will contest. In Feller, the decedent’s will left her estate to 10 charities [...]
Tagged Estate Litigation, Surrogate's Court, willsThe Bais HaVaad Institute of Talmudic Law is presenting a seven part internet lecture series on halachic wills and estates. I mentioned the introductory lecture by Rabbi Ari Marburger in my post on the Estate of Max Feinberg. The second lecture, also by Rabbi Marburger, surveyed the various principles that are relevant to the halachic enforceability [...]
Tagged Halacha, Jewish Law of InheritanceThe New York State Bar Association has the new Power of Attorney and Statutory Major Gifts Rider forms for download in Word or Wordperfect, along with suggested clauses for the Modifications sections. The forms cost $20 but are free for NYSBA members. You can download the forms here.
Tagged POA, Power of AttorneyThe House of Representatives passed H.R. 4154 on December 3, 2009. The bill freezes the estate tax exclusion at $3.5 million with a maximum tax rates of 45%.
Tagged Estate Tax, legislationDisinheritance in halacha, and how Jewish the so-called Jewish Clause really is. Discussion of the Estate of Max Feinberg.
Tagged Estate Planning, Halacha, Jewish Law of InheritanceReverse mortgages are not new, but they have been gaining in popularity. In March 2009, the New York Times attributed recent interest to the credit crunch, since reverse mortgage lenders do not generally consider borrowers’ credit histories. According to the New York Times articles (here and here), reverse mortgages allow people to access the equity in [...]
Tagged Elder Law, reverse mortgages, scams
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