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Category Archive for: ‘Generation Skipping Transfer Tax’

  • Realistic Estate Planning by George E. Meng

    Posted May 14 2009 by David Shulman in ,

     George E. Meng, an estate planning attorney in Maryland for over 35 years, has written an article in The American Chronicle entitled "Realistic Estate Planning."  In it he discusses some of the following issues: Will or Trust?  Mr. Meng points out that the primary reason for …

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  • Recent Private Letter Ruling Shows Need for Precision and Specificity in Drafting Documents

    Posted Mar 9 2009 by David Shulman in , , ,

    One of the issues in drafting estate planning documents is that if there is a mistake in the will or the trust, it is often not discovered until many years later after the testator or grantor has passed away. Sometimes these errors are glaring, such …

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