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August 2013 Archives

New reproductive technologies present challenges for estate plans

Many people in Pennsylvania have personal experience with reproductive technologies. Whether is it a friend, family member, or your own family who has relied on technologies like in-vitro fertilization, it is clear that these innovations have great potential to help people have children.

How do we measure reasonable fees for a trustee?

The question of how to estimate "reasonable" trustee fees is probably not at the top of the minds of most Pennsylvania readers. The concept is rather distant from our daily lives, and the idea of something being objectively "reasonable" is a concept that may exist only in the bounds of the law. One person's idea of reasonable fees to compensate them for their work managing a trust may be wildly different from the next, but in the end all of the parties must agree on a number and pay it. 

Pennsylvania judge says partner has inheritance rights

A federal judge ruled that in order to comply with the recent Supreme Court ruling that invalidated the Defense of Marriage Act, the same-sex spouse of deceased attorney should inherit her share of her law firm's profit-sharing plan.

Balancing tax planning and other priorities in estate plans

Estate planning is a complex and very personal process, involving many difficult decisions on how and when to pass along assets to a spouse, children, other family members, friends, or charitable organizations. In addition to these considerations, tax planning is also often a major concern.

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