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Estate Planning and Administration News

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Estate Planning and Administration News

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Posted on: Nov 17, 2020

The Social Security Administration publishes upcoming changes to its social security program every October that take effect on January 1 of the next year. These changes can make a difference in how you plan for or live during your retirement years. It is good practice to create what is known as a "my Social Security" account with the SSA by clicking the "Create Your Account Today" button.

Posted on: Nov 17, 2020

Routine estimates predict that about 50 percent of older adults will require long-term care at some stage of their lives. If you are an adult 65 or more, the percentage moves up to 70 percent. However, the demand for long-term care far outnumbers an affordable or even existing supply. For years the private sector long-term care insurers have been fleeing the marketplace. Americans who currently carry long-term care insurance are a small fraction, about seven percent, adults over 50 years of age. There is a private sector inability to meet Americans' overwhelming long-term care needs at an affordable price.

Posted on: Nov 17, 2020

2020 will be a year to remember for decades to come. In the world of tax and retirement planning, it’s brought opportunities for advisors to present to clients. But unlike those in other years, 2020’s opportunities should be seized now—taken advantage of before year’s end—because they may not be as effective afterward.

Posted on: Nov 13, 2020

2020 has been (and no doubt will continue to be) like riding a roller coaster in a hurricane. Fortunately, for the IndyBar, we have a committed membership that has responded in amazing ways. While the pandemic will affect the practice of law for years to come, we can all be proud of the work our association did to respond in positive and uplifting ways. In a non-COVID year, we would typically recognize our IndyBar award winners at our annual Recognition Breakfast — typically a packed event with comradery and good cheer. Like many things this year, we will recognize our award winners in different (but no less important) ways.

Posted on: Nov 8, 2020

Are you ready? It may be a very busy end to the year for estate planning attorneys. There has been significant discussion regarding potential tax law changes under a new administration. This article talks about the potential impact on year-end planning.

Posted on: Nov 6, 2020

IndyBar will be offering free wills to Indy-area residents who cannot afford an attorney on Tuesday, November 10. This offering was originally being offered exclusively to veterans in conjunction with Veteran’s Day; however, we have a few openings still available so we are opening the opportunity up to all residents subject to meeting financial requirements at 150% of the Federal Poverty guidelines.

Posted on: Oct 23, 2020

As 2020 ticks to a close, IndyBar sections and divisions are in the process of evaluating their committee rosters and determining vacancies for 2021. Now is the perfect time to indicate your interest in serving on a committee. While space is limited, every effort will be made to involve anyone expressing interest in some capacity.

Posted on: Oct 19, 2020

This information was recently shared by Jeffrey Dible of Frost Brown Todd LLC to the IndyBar Estate Planning & Administration Section listserv.

If your client has had an investigation (including an heir search) and is satisfied that the deceased resident had NO heirs (not even distant biological relatives such as second cousins), then I suggest that you contact the Unclaimed Property Division of the Indiana Attorney General’s office.  

Posted on: Sep 15, 2020

The recent news of court filings related to pop icon Britney Spears’s revocable trust highlights the potential loss of privacy that exists when a conservatorship or guardianship is established. It would appear from the outside that the wrangling of family members regarding various aspects of Spears’s revocable trust (an otherwise private instrument during an individual’s lifetime and continued capacity) likely would not be in the court system or the public domain, but for her existing conservatorship.

Posted on: Sep 15, 2020

As recently reported by multiple news outlets, the divorce proceeding of Andre (Dr. Dre) Young and Nicole Young has recently gotten more contentious as she now seeks to invalidate their prenuptial agreement on multiple grounds. Whether Nicole Young’s claims are meritorious or not, this article highlights some of the claims that a spouse might make in an attempt to invalidate a prenuptial agreement and serves as a reminder to practitioners of the importance of executing the agreement well in advance of the wedding ceremony.

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