Author: Susan Katzen

POSTS BY : Susan Katzen
Kennedy Scion Pleads Guilty to Embezzling Structured Settlement Funds, While Industry Expert Says Feds Were…
A scion of the Kennedy family has pleaded guilty to embezzling nearly $8 million that was intended to purchase structured settlement annuities for children who were plaintiffs in medical malpractice [...]
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Bill to Shield Caregivers From Employment Discrimination Is Introduced in Senate
Those who care for a family member while also working can face challenges balancing work and caregiving duties. New legislation introduced in the U.S. Senate would make it illegal for [...]
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What Is a Special Needs Trust?
A special needs trust can allow individuals with special needs to preserve assets that will enhance their quality of life while allowing them to remain eligible for needs-based public benefits [...]
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Facts About Estate Settlement
You should be aware of some of the other procedures involved in estate settlement. Here is a quick review of some of them. Your attorney, as well as the organizations [...]
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Who is minding the family store?
For many families, their wealth is inextricably intertwined with a family business enterprise. Financial and legal decisions made for the business will impact the family, and estate planning for the [...]
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CHARITABLE CONTRIBUTIONS
If you share your estate with charity, it will cut your estate tax bill. Direct bequests to charity are fully deductible for estate tax purposes. Leave your entire estate to [...]
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Community Property Issues
Ten states have community property systems: Alaska (elective), Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington and Wisconsin. Under a community property system, your total estate consists of your [...]
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STRATEGIES FOR FAMILY-OWNED BUSINESSES
Few people have more estate planning issues to deal with than the family-business owner. The business may be the most valuable asset in the owner’s estate. Yet, two out of [...]
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