Megan Harried

Tax and Wealth Advisor Alert: United States Supreme Court Declares Maryland Tax Scheme Unconstitutional

On Monday, May 18, 2015, in Comptroller of the Treasury of Maryland v. Wynne, the United States Supreme Court declared…

9 years ago

Trusts as Parties to Business Agreements

Sir Walter Scott wrote, “Oh what a tangled web we weave.” Buyers seeking to purchase a business that is partially…

9 years ago

U.S. Supreme Court Rules Inherited IRAs Are Not “Retirement Funds” Exempt in Bankruptcy Proceedings

On June 12, 2014, the United States Supreme Court held that funds in an inherited individual retirement account (IRA) are…

10 years ago

What Constitutes "Net Investment Income" For Purposes of the 3.8% Medicare Net Investment Income Surtax

Effective January 1, 2013, pursuant to the Patient Protection and Affordable Care Act, 26 U.S.C. § 1411 imposes a 3.8%…

12 years ago

Uses of Marital Property Agreements in Estate Planning

Wisconsin is a marital property state, and the applicable laws are set forth in the Marital Property Act (the “Act”),…

12 years ago

Gifting Clauses in Durable Powers of Attorney

In a durable power of attorney, the principal appoints someone to oversee his financial affairs, including in the event he…

12 years ago