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Obermayer Attorneys Present on “Estate Planning and Farm Succession Planning”

Obermayer Rebmann Maxwell & Hippel LLP attorneys Janene B. Reilly and Rebecca L. Warren presented a program on “Estate Planning and Farm Succession Planning” to the California Grange #941 in Limestoneville, Pa. on March 27.  The Grange (Order of Patrons of Husbandry) was founded in 1867 in Washington DC and is celebrating its 150th Anniver...

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Proper Estate Planning May Prevent a Will Contest

Will contests are a sad reality and while there is no guarantee, with proper planning a contest may be avoided.  A will contest occurs when a disgruntled potential beneficiary of an estate challenges the validity of a Will.  A will contest is more likely to occur in blended families, same-sex relationships, when a child is disinherited or whe...

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Tax Tips

Internal Revenue Service Temporarily Holding Off on Issuing New Regulations The Internal Revenue Service is temporarily holding off on issuing new rules while evaluating the impact of executive orders from President Trump.  It is anticipated that no new rulings will be forth coming until Treasury Secretary Steven Mnuchin sets up his tax team.  ...

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Obermayer Attorneys Named to 2017 New Jersey Rising Stars List

Obermayer Rebmann Maxwell & Hippel LLP is pleased to announce four of the firm’s attorneys have been named to the 2017 New Jersey Rising Stars list: Matthew A. Green – Business Litigation Barbara E. Little – Estate & Probate Thomas Roberto – Family Law Amy Rokuson – Family Law Shari B. Veisblatt – Family Law The lists ...

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Getting Your House in Order: Estate Planning is for Everyone

A recent survey found that nearly 50% of individuals with children do not have a Will and over 40% of individuals over the age of 55 do not have one.  Whether a person is 18 or 98 with net assets of $200,000 or $20 million, an estate plan is one of the best gifts we can give to our families.  I like to think of an estate plan in terms simil...

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Tax Tips

The Pennsylvania Department of Revenue has announced that for the calendar year beginning January 1, 2017, the interest rate for the underpayment of tax is 4% per annum.  The interest rate for the overpayment of personal income tax is 4% per annum.  Overpayment of other taxes will be subject to an interest rate of 2% per annum.  The notice c...

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POLST Form: Do I need one?

  You may have heard of something called the POLST Form (“POLST”) and wondered if you need one. The POLST (Physicians Orders for Life-Sustaining Treatment) is a relatively unknown and certainly underutilized document which can assist with advance care planning for seriously ill individuals.  Continue Reading

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Donations that Qualify for a Charitable Deduction

  An individual’s motivation for making a charitable donation is not necessarily the charitable deduction.  Nonetheless, taking advantage of the deduction is a nice benefit.  Not all charitable donations; however, qualify for a charitable deduction.  The following tips will help ensure the donation qualifies for the charitable deduction: C...

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The New New Jersey Uniform Trust Code: Creating Uniformity for Beneficiaries, Trustees and the Professionals that Advise Them

As an estate planning attorney, it is hard to contain my excitement that a version of the Uniform Trust Code (“NJUTC”) was enacted in New Jersey on January 19, 2016 with an effective date of July 17, 2016. With its passage, New Jersey joins at least 28 other states (including our neighbor, Pennsylvania) that have enacted legislation based on ...

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January Tax Tidbits

Tax Tips for January 2017 are listed below. Rev Rul 2017-02, 2017-3 IRB January 2017 Rates:  Section 7520 Rate: 2.4% Annual Short Term AFR (0‐3 years): 0.96% Annual Mid Term AFR  (3‐9 years): 1.97% Annual Long Term AFR (over 9 years): 2.75% Continue Reading

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