Owners of traditional Individual Retirement Accounts (IRAs) may use a special rule to achieve substantial income tax savings while benefiting charities of their choice. They may transfer up to $100,000 from their IRAs to charitable organizations without incurring income tax on the IRA withdrawal

Jerry A. Kasner Estate Planning Symposium

The Fading Client Quandary: What Can the Financial Planner Do When a Client May Not Be Mentally Comp[..]

What questions should an attorney ask before hiring someone to prepare a client’s fiduciary accounting? What are the indicia of a poorly prepared accounting? Are waivers of account ever a good idea? Should the trust document routinely waive accountings?  Ever? Is there anything a trustee’s attorney can do to shorten the statute of limitations on breaches of trust disclosed in an accounting?

Fiduciary Accounting: The Things They Would Not Let Me Say in the Book April 29, 2016 12:00 p.m. [..]

Legal Aid Marin & MCBA 2016 Pro Bono Appreciation Luncheon