Estate Planning and Administration

Legal Bytes–Sept. 5, 2017

Legal Bytes--Sept. 5, 2017

Legal Bytes – August 22, 2017

Legal Bytes - August 22, 2017

Legal Bytes: July 31, 2017

Legal Bytes: July 31, 2017

Legal Bytes

Legal Bytes

Legal Bytes

Legal Bytes

PBI’s Week In Review

Pa.R.C.P. 1033 amended allowing correction of name of party within 90 days of commencement of action, effective 4-1-17, Pa.R.C.P. 1033, February 2, 2017

New Procedure: IRS Discharge of Estate Tax Lien in Anticipation of Estate’s Sale of Real Estate

In mid-2016, the Internal Revenue Service modified the procedure by which an estate may obtain a discharge of an estate tax lien in anticipation of the sale of real estate by an estate. The new procedure, not yet described in any published writing, is, arguably, authorized  by IRC Section 6325(c) which provides for a discharge […]

By | 2017-05-19T22:51:20+00:00 January 4th, 2017|Categories: Estate Planning and Administration|Tags: , , , |Comments Off on New Procedure: IRS Discharge of Estate Tax Lien in Anticipation of Estate’s Sale of Real Estate

Changes to the Pa. Probate, Estates & Fiduciaries Code: Health Care; Release and Disclaimer of Powers and Interests; Trusts and Trustees; Charitable Instruments

On July 8, 2016, a number of changes were made to the PEF Code, as SB 1104 became Act 79. This is the last in a series of blog entries on Act 79 by Mr. Upright.

Amendments to Chapter 54 of the Probate Code.

Chapter 54 – Health Care.

Section 5422.  Definitions.

“…health care decision.”  The definition of “health […]

By | 2017-05-19T22:51:20+00:00 August 9th, 2016|Categories: Estate Planning and Administration|Tags: , , , , |Comments Off on Changes to the Pa. Probate, Estates & Fiduciaries Code: Health Care; Release and Disclaimer of Powers and Interests; Trusts and Trustees; Charitable Instruments