Legal Measures to Protect Rental Real Estate
For many Pennsylvanians, a rental property is more than an investment. It’s a source of income, a family asset, and a cornerstone of long‑term financial security. Yet few owners realize how vulnerable rental real estate
Irrevocable Trusts – Modification and Termination
Did you know that a properly drafted “irrevocable trust” can be modified or terminated with or without court permission? The settlor (creator and funder) of an irrevocable trust cannot simply “revoke” a trust. But there
Maximize Income Tax Deductions With An “Incomplete Gift Non-Grantor (Ing) Trust”
The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, has breathed some new life into a little-used estate planning measure for high income taxpayers. Beginning in 2025 incomplete non-grantor (ING)
PACE Program Helps Seniors Remain at Home
Most seniors want to stay at home as long as they can. The little-known Program for All-Inclusive Care of the Elderly (PACE) allows persons to do just that instead of going into a nursing home.
What Is the Generation-Skipping Transfer Tax?
Takeaways The generation-skipping transfer (GST) tax applies primarily to very large estates that transfer wealth to grandchildren (or unrelated individuals 37.5+ years younger), ensuring at least one layer of transfer tax is paid. The new
Tax Loopholes Of The Rich And Famous: The Laffer Curve And Why Less Is More
EDITOR’S NOTE: This article appeared one year ago in our February 2025 issue of Elder Law Alert. Subsequently, on July 4, OBBBA, the new federal tax law, came into existence. We chose to run this
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