Recent laws, regulations, and case law have significantly affected trust planning. This legal and tax update sums up the most important changes and offers new techniques and approaches for practicing in the new climate. Stay on the cutting edge of your practice - order today!
New Tax Rate Structure for Trusts and Estates
Changes to Income Tax Deductions and Trusts
Limits on Charitable Contributions, ESBTs and Charitable Trusts Under the New Rules
Shifting Future Appreciation of Assets to Future Generations
Updating the Estate Exclusion Trusts
Non-Grantor Trusts and New Trust Structures Growing in Use and Significance
JARED HOOVER is an attorney with David J Simmons & Associates, LLC. He practices in the areas of estate planning, trusts, and probate. Mr. Hoover is a certified public accountant. He earned his B.S. degree from Case Western University and his J.D. degree from Case Western University School of Law.
MAUREEN C. TOBIN, JD, MST, CLU, is tax & legal coordinator at Ostberg & Associates Financial Services and Insurance. Ms. Tobin works with the firm's brokers to keep them up to date on a variety of tax and planning issues. She also works on a consultative basis their clients' attorneys, accountants, and other professional advisors to ensure that the client's existing estate, trust, and business succession documents and the client's financial plan compliment each other to meet the client's goals. She was a private practice attorney where she focused her practice in the areas of estate and trust planning, taxation, business succession planning, probate, and Medicaid planning. She has also been an advanced marketing attorney for several major life insurance companies. Ms. Tobin is a chartered life underwriter by The American College of Financial Services in Bryn Mawr, Pennsylvania. She has previously served as an adjunct professor for Isenberg School of Management at the University of Massachusetts Amherst and Our Lady of the Elms College, teaching several business law and paralegal courses. Ms. Tobin is a past president of the Pioneer Valley Estate Planning Council. She earned her B.A. degree from Smith College, her J.D. degree from Western New England University School of Law, and her Master of Science degree in taxation from the University of Hartford's Barney School of Business.
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