Legal Updates - Trusts & Estates

Ruder Ware regularly authors legal updates to keep individuals informed of significant court decisions and legislative developments impacting businesses or personal planning. These updates are sent electronically and archived on our Web site for reference.  Search the Trusts & Estates legal updates archive by entering a keyword into the search tool below. 

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Estate Planning is About More Than Estate Taxes

2013-1/21 Mark J. Bradley, Shanna N. Yonke, Amy E. Wesner

Congress Strikes Deal To Avoid Tax Changes

Planning for Imminent Tax Changes

2012-11/9  Shanna N. Yonke

IRA Rollover by Non-spouse IRA Beneficiary is Prohibited

2012-11/06  Shanna N. Yonke

Social Security Administration Releases Key Figures for 2012

2011-12/27 Mark D. Munson and Jane E. Lokken

Nursing Home Resident Denied Medicaid Due to a Trust Established by Children

2011-10/19 Jane E. Lokken and Mark D. Munson

Inherited IRAs Not Protected From Beneficiary's Creditors

2011-8/30 Mark D. Munson

What is the Price of Dignity and Privacy?

2011-05/25 Russell W. Wilson

2011 and 2012 May Be Opportune Times For Estate and Gift Tax Planning

Social Security Administration Releases Key Figures for 2011

The 2010 Tax Relief Act:  What It Means For You

2010-12/20 Melissa S. Kampmann

A December Gift Idea:  A (Very) Low Interest Rate "GRAT"

2010-11/23 Mark D. Munson

New Power of Attorney Law in Wisconsin

2010-07/13 Mark D. Munson and Patrick J. Bodden

Estate Tax Update

2010-06/29 Mark J. Bradley

The Window of Opportunity for Some Types of Planning May Be Closing (Quickly)

2010-02/02 Mark J. Bradley

Estate Planning in 2010:  Thoughts On What To Do In Uncertain Times
2010-01/21 Mark J. Bradley

Social Security Administration Releases Key Figures for 2010

2010-01/13 Jane E. Lokken and Mark D. Munson

Questions and Answers Concerning Status of Federal Estate Tax

2009-12/29 Mark J. Bradley

Flash:  Congress Acts on Estate Tax Changes (but don't get too excited yet)

2009-12/07 Mark J. Bradley

So You Are Ready to Serve As Your Mom's Power of Attorney?

2009-12/01 Russell W. Wilson and Mark D. Munson

Now is One of the Best Times to Maximize Your Estate Plan

2009-04/21 Melissa S. Kampmann

Wisconsin Implements New Medical Assistance Rules

2009-01/13 Jane E. Lokken and Mark D. Munson

Survey Shows Americans Fail to Plan

2008-12/30 Mark J. Bradley

Suspension of Required Minimum Distributions for IRA Owners and Qualified Plan Participants

2008-12/29 Mary Ellen Schill and Michael Ahrens

New Case Illustrates Importance Of Proper Trust Drafting

2008-12/22 Mark D. Munson

If You Would Like to Know Whether Your Bank Deposits are Protected by FDIC Insurance, Read This E-Alert

2008-11/17 Michael Ahrens and Melissa Kampmann

Ten Tips for Dealing With Retirement Benefits

2008-04/01 Mark J. Bradley

Charitable Giving Provisions for Individuals in the Pension Protection Act of 2006

2006-10/19 Trusts & Estates Practice Group

Family Limited Partnerships

2005 - 06/8 Mark J. Bradley

Important Tax Law Alert

2004 - 11/23 Mary Ellen Schill

Who Should Be Trustee?

2001 - 03/01 Daniel J. Rupar