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Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself.
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Archives

Tag Archives for: "testamentary power of appointment"
Home /
 What About Life Estates with Powers?
0
By Harry Margolis
In Long-Term Care Planning, Real Estate
Posted October 27, 2023

What About Life Estates with Powers?

Question: You mentioned life estates in one of your answers and how they relate to Medicaid. I’ve also heard about life estates with powers, which do not have all the limitations of life [...]

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 Will Property in an Irrevocable Trust with a Power of Appointment Receive a Step-Up in Basis?
0
By Harry Margolis
In Irrevocable Trusts, Real Estate
Posted December 7, 2020

Will Property in an Irrevocable Trust with a Power of Appointment Receive a Step-Up in Basis?

Question: If my mother transfers real estate into 3 separate nominee trusts and her irrevocable trust is the 100% beneficiary of each, does the transfer result in a capital gains tax and a [...]

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Categories
  • Asset Protection (37)
  • Charitable Giving (11)
  • Durable Powers of Attorney (52)
  • Estate and Gift Taxes (69)
  • Guardianship and Conservatorship (10)
  • Health Care Directives (14)
  • Housing and Urban Development (HUD) (1)
  • Irrevocable Trusts (76)
  • Long-Term Care Planning (192)
  • Non-Traditional Families (17)
  • Non-US Citizens (40)
  • Pets (6)
  • Practical Matters (17)
  • Probate (64)
  • Property in Other Countries (6)
  • Real Estate (117)
  • Retirement Plans (25)
  • Revocable Trusts (144)
  • Second Marriages (12)
  • Social Security (20)
  • Special Needs Planning (97)
  • Trustee (55)
  • Vacation Homes (5)
  • Wills (68)
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Wondering if a trust makes sense for you?

This comprehensive guide provides all you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

Get the Book
(An Amazon Prime Reading selection)

Read Sample Chapters

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