Jim will be the speaker at the EPCML dinner meeting on Thursday, November 21, 2019. He will be presenting on recent developments in Kentucky estate and trust law, including Kentucky’s adoption of the Uniform Law Commission’s 2018 Revised Uniform Law on Notarial Acts. A copy of his presentation is available…Read More
The expansion comes through opening an office in Asheville, North Carolina to offer sophisticated estate planning and a high level of personal service to the growing population there. Expanding my practice will benefit all of my clients because of the greater range of issues I will have a chance to…Read More
For many clients, a prenuptial agreement is an important part of their estate plan. People often think of prenuptial agreements as planning for divorce and think they spell doom for the marriage. That’s a short-sighted view. Talking through a carefully considered prenup is a healthy way for a…Read More
Lawyers, real estate professionals, and consumers will see some fundamental changes when Senate Bill 114 takes effect on January 1, 2020. Secretary of State Alison Lundergan Grimes and Senator Morgan McGarvey worked hard to support this law, which adopts the Uniform Law Commission’s 2018 Revised Law on Notarial…Read More
Different generations view family heirlooms through their unique lenses. (For a general discussion of the generations over the last 75 years, see this Society for Human Resource Management blog post. Your author tested that link and all others in this post on August 4, 2019.) The Baby Boomers…Read More
I’m headed to Lexington, Kentucky for this annual event hosted by the University of Kentucky Office of Continuing Legal Education. The longest-running annual CLE event in the Commonwealth, this year the Institute will be held at the historic Keeneland Racecourse. I’ll be giving my annual Kentucky Case Law…Read More
May is Mental Health Awareness Month. And, I suspect that few people know that the Kentucky Legislature has provided a form Advanced Directive for Mental Health Treatment in KRS 202A.430. The statute authorizing this form allows an adult to state preferences for:
The HBO series Game of Thrones ended last night, and like most fans of the show, the fortunes of Houses Stark, Targaryen, and Lannister kept me on the edge of my seat. As an estate planning attorney, I think who inherits these “fortunes” is of particular interest. And…Read More
As I write this post, we are six days away from the Run for the Roses. The winning two-year-old will likely have a lifetime of future races and breeding services. But most animals don’t provide profit to their human companions; they provide company, comfort, eyes and ears, protection,…Read More
The general rule is that you should keep records to support your tax return as long as the tax year is open. My advice is to keep most income tax records for six years after you file the return.
The IRS generally has three years after…Read More