Tag: Estate tax in the United States

2006 Nov Q&A: Family Trust By Mindy H. Stern, Esq.

Q My parents are both in their seventies and have begun setting their financial affairs in order. They have put whatever assets they own, such as cars, stocks and bonds, into their family trust in order to simplify their estate and avoi…

2006 Mar Q&A: Will vs. Trust By Joseph G. Colbert, Richard H. Lewis

Q I have been a shareholder in my Brooklyn co-op since 1986, and am facing a problem that has come up since my husband’s death almost 18 months ago. My husband was an active participant on our board of directors—past president, vice pre…