Estate Planning

21

Dec

2019

by Mark Shiller

Retirement Accounts under the SECURE Act

On December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 was signed into law, which provided for a number of significant revisions to the ...

26

Feb

2018

by admin226

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The Details Behind the Headlines: Charitable Giving After the Tax Cuts and Jobs Act of 2017

Articles , Estate Planning

The Tax Cuts and Jobs Act of 2017, signed into law on Dec. 22, 2017, increased the standard deduction to $24,000 for married couples filing jointly and $12,000 for single ...

14

Jul

2015

by Certus Legal Group

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Estate Planning for Same-Sex Couples After Supreme Court Decision

Articles , Estate Planning

On June 26, 2013, the United States Supreme Court decided in United States v. Windsor that Section 3 of the federal Defense of Marriage Act, which had defined marriage for ...

14

May

2015

by Mark Shiller

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New Wisconsin Trust Code Provisions Regarding Trustee Accounts

Articles , Estate Planning

I, along with Cathy Priebe of Certus, had the privilege of being part of a collaborative effort to re-write Wisconsin’s Trust Code. The new law became effective on July 1, ...

19

Jun

2014

by Mark Shiller

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Mark Shiller Presents Marital Property Issues to CEPC

Articles , Estate Planning

Certus attorney, Mark Shiller, recently spoke to the Chicago Estate Planning Council on the subject of marital property/community property issues for common law practitioners. Practicing in Wisconsin, which is one ...

08

Aug

2013

by Mark Shiller

No Comment

Estate Planning Process

Articles , Estate Planning

This article provides an overview of the process we follow in a typical estate planning engagement.

Retirement Accounts under the SECURE Act

The Details Behind the Headlines: Charitable Giving After the Tax Cuts and Jobs Act of 2017

Estate Planning for Same-Sex Couples After Supreme Court Decision

New Wisconsin Trust Code Provisions Regarding Trustee Accounts

Mark Shiller Presents Marital Property Issues to CEPC

Estate Planning Process

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