One of the first questions we are asked is “do I have to do anything about Social Security”? Here are some important things to know if a decedent was receiving SSA benefits at the time of passing: Reporting Normally the funeral director ...

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"Kevin A. Pollock BLAWG" - 5 new articles

  1. Social Security After Death
  2. Income Taxation of Trusts - Determining Which State Can Tax the Trust
  3. Is NJ finally going to repeal the Estate Tax and the Inheritance Tax?
  4. Trouble with Banks Accepting a Power of Attorney - Florida
  5. Banks Required to Accept a Power of Attorney Under NJ Statutory Law
  6. More Recent Articles

Social Security After Death

One of the first questions we are asked is “do I have to do anything about Social Security”? Here are some important things to know if a decedent was receiving SSA benefits at the time of passing:

Reporting

Normally the funeral...

     

Income Taxation of Trusts - Determining Which State Can Tax the Trust

Determining the situs of a trust (i.e. the residence of a trust) is not always an easy matter. Each state has its own rules regarding whether a trust is a "Resident Trust", and often these rules are different from the tax rules, and in some states...

     

Is NJ finally going to repeal the Estate Tax and the Inheritance Tax?

I tend not to get too excited about any legislation until it is actually signed, but there is a fair amount of rumbling from both Republicans and Democrats about repealing the NJ Estate Tax. The NJ Transportation Trust fund is running out of money,...

     

Trouble with Banks Accepting a Power of Attorney - Florida

As I've written in my last two posts, more and more Banks have been routinely rejecting Power of Attorney forms drafted by attorneys in New Jersey. Obviously this irks me enough to write about it in three consecutive posts.

Apparently, this...

     

Banks Required to Accept a Power of Attorney Under NJ Statutory Law

Yesterday I wrote a post about how banks are routinely refusing to accept powers of attorney. I thought this statute may be helpful to people who may need to argue with the banks (at least in NJ anyway):

N.J.S.A 46:2B-13. Banking...

     

More Recent Articles


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