Category Archives: Estates & Trusts

Proposed 2704 Regulations: Significant Impact on Valuation Discounts for Family Businesses

Background: On August 4, 2016, the Treasury Department and Internal Revenue Service issued proposed regulations …

Posted in Blog, Estates & Trusts |

Family Vacation Home Planning

Transferring a family vacation home to the next generation without causing family strife takes serious …

Posted in Blog, Estates & Trusts |

Fiduciary Alert: IRS Again Extends Time for Consistent Basis Reporting via Form 8971 until June 30, 2016

Effective March 23, 2016, the Treasury Department and Internal Revenue Service published Notice 2016-27, once …

Posted in Blog, Estates & Trusts |

Nora Gieg Chatha and Brittany R. Holzer to exhibit at State Representative Dan Miller’s Disability and Mental Health Summit

Nora Gieg Chatha and Brittany Holzer will be a part of the Support Services Resource …

Posted in Estates & Trusts, Health Care Law, Long Term Care, News |

Brian J. Kahle Joins Tucker Arensberg

The law firm of Tucker Arensberg, P.C. is pleased to announce Brian Kahle has joined …

Posted in Estates & Trusts, News |

2016 Estate and Gift Update

The federal government imposes a gift tax for gifts made during one’s lifetime.  Likewise, the …

Posted in Blog, Estates & Trusts |

Estate Planning for Man’s Best Friend

Did you know that you can provide for your four-legged family members in your estate …

Posted in Blog, Estates & Trusts |

Nora Gieg Chatha presenting at PBI Seminar on Elder Law

Nora Gieg Chatha is a presenter at the PBI CLE Program – Understanding the Basics …

Posted in Articles & Newsletters, Estates & Trusts |

Nora Gieg Chatha Presenting at a PBI Program

Nora Gieg Chatha is a presenter at the PBI Program: Estate Planning Beyond the Basics …

Posted in Articles & Newsletters, Estates & Trusts |

Amendment to the PA Power of Attorney Statute

On March 2, 2015, the Pennsylvania House of Representatives referred to the House Judiciary Committee …

Posted in Bankruptcy, Blog, Estates & Trusts, Financial Institutions, Insolvency/Creditor's Rights/Bankruptcy, Investment Management & Fiduciary Services |