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Just When You Thought You Understood the 10-Year Rule, Think Again

May 11, 2022consumer, Estate Planning, Legal Education, Retirement Planning

IRAs have become ubiquitous components of estate plans. The SECURE Act of 2019 altered the landscape for IRAs significantly by eliminating the stretch benefit for most designated beneficiaries and forcing all designated beneficiaries other than Eligible Designated Beneficiaries to use the 10-year rule for distributions. The 10-year rule was thought to operate much like the 5-year rule that existed before the passage of the SECURE Act. Recently issued proposed Treasury Regulations dispute that … [Read more...] about Just When You Thought You Understood the 10-Year Rule, Think Again

Let’s Talk about Trusts…and Taxation

May 4, 2022Estate Planning, Legal Education

Estate planning attorneys need to understand and explain taxation of trusts in order to properly advise clients. Individual clients need to understand the implications of the plan their attorney suggests in order to properly file their own taxes. Determining whether a trust qualifies as a grantor trust or a nongrantor trust is the first step in determining tax liability for a particular year. Read on to learn more … [Read more...] about Let’s Talk about Trusts…and Taxation

Do You Have to Accept an Inheritance?

April 28, 2022Estate Planning

inheritance

While no one is happy when someone that they care about passes away, the property of the deceased must be distributed in some manner. If a person thought enough of you to leave you an inheritance, it is probably going to be welcome, because it is a very positive final gesture. Though it is a rare occurrence, people do sometimes have reasons to refuse inheritances. Is this possible from a legal perspective? Before we answer the question, we will look at some of the reasons why an … [Read more...] about Do You Have to Accept an Inheritance?

What Estate of Marion Levine Means for Life Insurance

April 27, 2022Estate Planning, Legal Education

Life insurance has long been part of Estate Plans, whether used to ensure liquidity for the estate on the death of the insured, or simply as income replacement on the death of the insured. Understanding the impact of life insurance on an estate plan has become critically important. A recent tax court case resulted in a big win for the taxpayer in a complex set of facts which could impact how you incorporate life insurance for your Estate Planning clients. Read on to learn more.  … [Read more...] about What Estate of Marion Levine Means for Life Insurance

How Can You Avoid Unwanted Medical Care?

April 26, 2022Elder Law

elder law lawyer

An elder law lawyer can help you to take steps to protect your future. One of the most important of those steps involves providing instructions regarding medical care that you wish to receive and medical care that you wish to decline. Having control over your own bodily autonomy is vital, but you need to act in advance because a day may come that you cannot communicate your preferences about the care you are interested in undergoing.  The Law Office of Michael Robinson, P.C. will assist you … [Read more...] about How Can You Avoid Unwanted Medical Care?

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TESTIMONIALS

A pleasure as always dealing with the entire staff. Always willing to explain the answers to our questions.

- Joseph and Julie Ann M.

Over the years we have been to many programs regarding Estate Planning. We were most impressed with Mr. Robinson’s presentation - both in subject matter and explanation in an understandable manner. We have put our “trust” in his competent hands. We were not aware of the complexity and the volume of paperwork generated for this undertaking. We found his staff to be most capable and client oriented in their knowledge and delivery.

- F.T. & L.T.

Our overall experience was one of thoughtfulness, clarity and comprehensiveness on the part of Michael Robinson, his staff and associates. We attended Michael’s seminar on legacy wealth, and found him to be clear and well-spoken. He touched on all aspects of Estate Planning in which we were interested. Our first of two visits to his office was timely and helpful enough for us to consider developing a plan. We finalized our document at a necessary meeting. His staff was accommodating and virtually spelled out every aspect of the plan. We highly recommended Michael and his system for developing a trust.

- Sharon T.

“From the first visit I was welcomed (like family). The office & girls have all their ducks in order! Very friendly! Mr. Robinson explained everything in detail. 100% satisfied. Will pass the word on. Great Law Firm. Thank you so much.”

- Geraldine P.

Establishing a Family Wealth Trust through the Law Office has been a positive experience, the staff is congenial, patient, thorough, professional and knowledgeable. Thank you for all your kindness. We certainly are comfortable and confident with our decision.

Beverly L.

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Seniors Rock Radio Show Recording 5-1-21

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