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How Trump’s Tax Proposal Affects You

How Trump’s Tax Proposal Affects You

Trump’s new tax proposal makes some changes that could affect your estate planning. Both the estate and generation-skipping taxes get the boot. What about stepped up basis under I.R.C. § 1014? R.C. § 1014 provides that, for most property, a decedent’s...
How Trump’s Tax Proposal Affects You

Beware the Anti-Lapse Statute

For generations, law students and practitioners alike have scratched their heads over “lapsed legacies” in will cases.  A recent Tennessee Court of Appeals case serves as a refresher on the subject.  Estate planners, take note… At common law, when a...

Jillian Mastroianni Speaks at Murfeesboro Estate Planning Council

Jillian Mastroianni was the featured speaker at the August 16 meeting of the Murfreesboro Estate Planning Council.  Jillian led a discussion on updates in the law of probate and estate planning and offered tips and best practices. The Council consists of...

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