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Looking Back on Estate Planning Changes in 2014

Here is a quick review of some key estate planning developments that occurred in 2014.

The only true constant in life is change itself. With that being said, what changed for estate planning in 2014?

Let's take a look back at 2014 and determine how this will impact 2015.

Recently, the Wills, Trusts & Estates Prof Blogpublished a list of the most important estate planning developments of the year in an article titled "2014 Estate Planning Developments."

The list includes:

  • Final IRS regulations that describe the circumstances that trusts' and estates' costs might be deductible without being limited by the AGI floor.
  • A court decision limiting tax free rollovers to one per year, not one per IRA.
  • A court decision that a trust can and did materially participate in a real estate business.
  • A court decision that inherited IRAs are not retirement funds for the purposes of bankruptcy protection.

If you think that one or more of these developments might affect your estate plan, be sure to consult an experienced estate planning attorney early in the New Year. It is important to change your estate plan without delay or risk falling prey to procrastination.

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