RSS FeedEmailPrint

Estate Planning & Personal Services

RSS FeedEmailPrint

Indiana's New Legacy Trust: An Asset Protection Strategy for Hoosiers

Posted by: Rodney S. Retzner and Micah J. Nichols on May 23, 2019

Court Decision Clears Way for Broader Use of Postnuptial Agreements

Indiana embarks on a bold, new planning strategy on July 1, 2019.  As of that date, individuals will be able to avail themselves of “Legacy Trusts” as an additional method by which they can lawfully protect assets against creditors. Indiana residents have long been able to make gifts during life...


Read More >
 

Is Now the Time to Consider Establishing a Donor Advised Fund?

Posted by: Micah J. Nichols and Kendall A. Schnurpel on May 14, 2019

Court Decision Clears Way for Broader Use of Postnuptial Agreements

While donor advised funds (“DAF” or “DAFs”) have been around since the 1930’s, they were not defined by statute until the Pension Protection Act of 2006 added Section 4966(d)(2) to the Internal Revenue Code. With the passage of President Trump’s Tax Cuts and Jobs Act in December of 2017...


Read More >