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Client Resources


Paley Law Newsletter:

April 2013 - “Estate Planning After ATRA - What Matters Now?”

October 2012 - “How Can You Benefit More By Making Larger Annual Exclusion Gifts in 2013?”

July 2012 - “If You Own Rental Properties or a Business, Are Your Personal Assets at Risk?”

May 2012 - “Will Your Estate Plan Still Work in 2013?”

April 2012 - “What is a Conservatorship and How Can You Avoid Becoming a Conservatee?”

March 2012 - “What is Probate (and Why Do You Want to Avoid It)?”

February 2012 - “How Do You and Your Spouse Own Your Home (and Why Does it Matter)?”

January 2012 - “Is a ‘529 Plan’ a Smart Way to Fund Your Child’s College Education?”

November 2011 - “Are Life Insurance Proceeds Taxable?”

October 2011 - “What is a Grantor Retained Annuity Trust (and why is now an exceptional time to create one)?”

September 2011 - “What is ‘Portability of the Deceased Spouse’s Unused Exclusion Amount’ (and do you still need...)?”

August 2011 - “Is Your Gift Taxable?”

July 2011 - “Are There Non-Economic Reasons to Create an Estate Plan?”

June 2011 - “Do You Need a Will or a Revocable Living Trust?”

  1. April 2011 - “Are You Happy With Your Current Estate Plan?”

  2. March 2011 - “Any Questions?”


The State Bar of California provides the following Consumer Education Pamphlets:

Do I Need Estate Planning?

Do I Need A Will?

  1. Do I Need A Living Trust?

  2. Kids & the Law: An A-to-Z Guide for Parents

  3. What Should I Know About Elder Abuse?


The American Bar Association provides the following publication:

Estate Planning FAQs


MyStateWill.com provides information about dying intestate, including an intestacy calculator:

  1. What Happens If I Die Without a Will?


The Tax Policy Center Explains Key Elements of Wealth Transfer Taxes:

How do the estate, gift, and generation-skipping transfer taxes work?

  1. Who pays the estate tax?

  2. How many people pay the estate tax?

  3. How could we reform the estate tax?

  4. What did the Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA) do to the estate, gift and generation-skipping

transfer taxes?

What is an inheritance tax?


Forbes Magazine Publishes a Map of the States With State Death Taxes for 2013

  1. The States With State Death Taxes for 2013


Recent Articles:

How To Leave Your IRA To Those You Love - Forbes - January 3, 2014

When to ‘Decant a Trust’ - The Wall Street Journal - January 3, 2014

Moguls Rent South Dakota Addresses to Dodge Taxes Forever - Bloomberg - December 26, 2013

Accidental Tax Break Saves Wealthiest Americans $100 Billion - Bloomberg - December 16, 2013

The Two Wills of the Heiress Huguette Clark - The New York Times - September 13, 2013

How Walmart’s Waltons Maintain Their Billionaire Fortunes - Bloomberg - September 11, 2013

Fertility Treatments Produce Heirs Their Parents Never Knew - The New York Times - August 30, 2013

Inherited IRA Rules - What You Don’t Know Will Cost You - Mondaq - August 26, 2013

Charitable Shelter: How CRUTs Cut Capital Gains Tax - Forbes - August 14, 2013

The Family Cabin: Private Retreat Or Isolated Battleground? - Forbes - August 12, 2013

Rather Than Tackle Tough Tax Reform, Congress Focuses on the Death Tax. Again. - Forbes - July 19, 2013

James Gandolfini Will a “Tax Disaster,” Says Top Estate Lawyer - NY Daily News - July 14, 2013

The Ruling That Could Change Everything For Disabled People With Million-Dollar Trusts - The Village Voice - July 13, 2013

Going to the Chapel or Staying Alive: Marital Deduction for Registered Domestic Partners after Windsor - CEB - July 12, 2013

How To Avoid An Estate Battle After You Die - The New York Times - June 14, 2013

Death Tax Repeal in 2017? - Forbes - June 6, 2013

How To Kill An Irrevocable Trust - Forbes - June 5, 2013

  1. Supreme Court Favors Ex-Wife Over Widow In Battle For Life Insurance Proceeds - Forbes - June 3, 2013

  2. When Adult Children Become Financial Caregivers - CNBC.com - June 3, 2013

  3. Bequeathing the Keys to Your Digital Afterlife - The New York Times - May 25, 2013

  4. The Talk You Didn’t Have With Your Parents Could Cost You - The New York Times - May 24, 2013

  5. Putting Personal Residences Into an FLP or FLLC: A No-No - Texas Tech Estate Planning Law Journal - May 22, 2013

  6. N.Y. State Could Get $40 Million From Man Who Died Without A Will - Forbes - April 28, 2013

  7. He Left a Fortune, to No One - The New York Times - April 27, 2013

  8. Will Declaratory Judgment Actions Be The Savior Of Domestic Asset Protection Trusts? Probably Not. - Forbes - April 27, 2013

  9. Estate Planning Remains a Moving Target Under The New Tax Law - The New York Times - April 26, 2013

  10. Estate Planning: New Hazards - The Wall Street Journals - April 26, 2013

  11. Beneficiary Designations: Simple But Not Always Effective - EstatePlanning.com - April 23, 2013

  12. 2014 Fiscal Year Estate Tax Proposals - WealthManagement.com - April 22, 2013

  13. New Private Letter Ruling Breathes Life Into Nevada Incomplete Gift Non-Grantor Trusts - WealthManagement.com - April 16, 2013

  14. Permanent? That’s Five Years Under Obama Estate Tax Plan - InvestmentNews - April 11, 2013

  15. Estate Planning In The Age Of Obama - AdvisorOne - April 9, 2013

  16. Tax Attorneys Push for QTIP Election Along With Portability for Smaller Estates - ExactCPA - March 28, 2013

  17. High Court Ruling On Same-Sex Marriage Could Alter Estate Planning For Gay Couples - Forbes - March 27, 2013

  18. Gift Taxes: What Your CPA Doesn’t Know - The Wall Street Journal - March 22, 2013

  19. Don’t Gamble With Gift Tax Returns - Forbes - March 22, 2013

  20. What A Tangled Web We Leave - The Wall Street Journal - February 3, 2013

  21. Want To Avoid The Estate Tax Cliff? Five Ways To Help - Forbes - January 30, 2013

  22. Buyer’s Remorse? How About Year-End Gift Remorse! - Forbes - January 29, 2013

  23. Where Not To Die In 2013 - Forbes - January 28, 2013

  24. The Deadline Every Married Person (And Financial Advisor) Needs To Know About - Forbes - January 17, 2013

  25. A Shocking Death, A Financial Lesson And Help For Others - The New York Times - January 13, 2013

  26. Four Tips For The Executor Of An Estate - Fox Business - January 11, 2013

  27. Tax Hikes Hit Trusts Hard, Beneficiaries Pull Money Out - Forbes - January 9, 2013

  28. A Married Couple’s Guide To Estate Planning - Forbes - January 9, 2013

  29. Finally, Estate Planners Can Read The Tax Code - Not the Tea Leaves - Forbes - January 6, 2013

  30. Fiscal Cliff Deal Allows Giving IRA Assets To Charity - Forbes - January 2, 2013

  31. After The Fiscal Cliff Deal: Estate And Gift Tax Explained - Forbes - January 2, 2013


More Articles:   2012   |   2011   |   2009-10

Estate & Trust Planning • Estate & Trust Administration • Probate • Asset Protection • Business Entity Formation

The material provided on this website is published for general informational purposes only and is not intended to constitute legal advice in any particular matter. Transmission of this material does not create an attorney-client relationship.  Paley Law Corporation does not warrant the content of this material and is not responsible for any errors or omissions associated with it.

To ensure compliance with requirements imposed by the Internal Revenue Service, Paley Law Corporation informs you that any U.S. tax advice contained in this communication (including any links to other websites or material) is not intended to be used, and cannot be used, for purposes of (i) avoiding penalties imposed under the Internal Revenue Code, or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.