(Due to Copyright Restrictions, LISI is not able to provide Reprints of these articles)
Preserving the Primary Residence: The Minefield of Real Estate Transactions in Elder Law Planning
Linda S. Ershow-Levenberg - Experience
Federalizing Principles of Donative Intent and Unanticipated Circumstances
Reid K. Weisbord - Vanderbilt Law Review
Disclaimers and Federalism
Adam J. Hirsch - Vanderbilt Law Review
Probate Law Meets the Digital Age
Naomi Cahn - Vanderbilt Law Review
Why the Buffett-Gates Giving Pledge Requires Limitation of the Estate Tax Charitable Deduction
Edward A. Zelinsky - Florida Tax Review
Clark Decision Complicates Planning for IRA Owners -- 6/12/2014
Quick Take: Recent Cases Allow Probate of Electronic Wills -- 2/14/2014
Special Report: Summaries from the 2014 Heckerling Institute -- 1/10/2014
Does Portability Create a Property Interest? -- 12/09/2013
Language for Granting Control of Digital Assets -- 08/18/2013
A Beautiful Death -- Consumer Reports
Paul Scheier lived a full and loving life. So when his cancer returned at age 86, he said no more hospitals, no chemo. He faced the end on his own terms - something that's not easy to do in America today. This profile on the website of Consumer Reports tells his story.
Rollover Chart -- IRS
Chart from the IRS website illustrates permissible and impermissible rollovers of retirement plans. Updated November 2014.
Pennsylvania Elder Law Task Force Report and Recommendations
The 38-member Elder Law Task Force has issued a 284-page report with 130 recommendations to enhance the way Pennsylvania elders interact with the state court system and are protected in cases involving abuse, neglect, guardianship, conservatorship and other matters.
Business In America Illustrated - The Tax Foundation
"This book is your visual guide to business taxes in America. It discusses the vast array of business types and sizes, the sectors of the economy they serve, and the effects of taxes on U.S. businesses and the people who build, create, and maintain them."
2015 Year-end guide to tax and wealth management - PWC
Annual guide from PriceWaterhouseCoopers covers income tax planning, managing investments, charitable giving, estate planning, business succession, risk management and other topics. PDF 146 pp.