• iPlan Law - Estate Planning

  • By: WCAT Radio
  • Podcast

iPlan Law - Estate Planning

By: WCAT Radio
Listen for free

  • Summary

  • Daniel Van Slyke is an estate planning attorney licensed to practice law in California, Texas, and Missouri. On this channel, he discusses estate and tax planning, special needs planning, business planning, and related topics. Nothing on this channel is legal advice. I cannot give you legal advice without learning about you and your estate and analyzing your goals and concerns. This channel does not create an attorney-client relationship. No attorney-client relationship exists between us unless we both have signed an attorney-client engagement agreement.

    Mission. The mission of Daniel Van Slyke, Attorney at Law is threefold: (1) to give you and your family peace about your estate; (2) to help keep your estate, business, and family out of court; (3) and to protect your legacy from creditors, predators, and indiscretion. Daniel will take the time to learn about you and your estate, to discuss your goals and concerns, and to carefully craft a plan to help you meet your goals. Daniel also will explain clearly all you need to know so you will understand your plan and how to manage it.

    Remote Services. The Firm conducts business remotely. Daniel is an attorney licensed to practice law in California, Texas, and Missouri. Wherever you are in California, Texas, or Missouri, Daniel can prepare or update your estate or business plan from the comfort of your own home, without the need for in-person visits or travel.
    Copyright WCAT Radio
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Economics
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Episodes
  • Stop Ghosting the Deceased

    Stop Ghosting the Deceased
    Feb 19 2024
    Identity thieves are adept at "ghosting" your deceased love ones by stealing their personal information and using it to perpetrate fraud. Identity thieves use this information, for example, to open new accounts, commit health care fraud, obtain tax refunds. This short briefly explains how to prevent ghosting of your loved one after a death.
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    1 min
  • Private Foundation: Build a Family Legacy of Charitable Giving

    Private Foundation: Build a Family Legacy of Charitable Giving
    Feb 18 2024
    What is a Private Foundation or Private Family Foundation, and why do so many families seem to have them? This video explores those questions by considering the advantages of Private Foundations, along with some of their downsides as well as the basics to establishing a Private Foundation. Private Foundations are a type of 501(c)(3) non-profit organization funded by an individual, family, or business. Family Foundation is a term used to indicate a Private Foundation established by a family as a potentially perpetual charitable legacy. Together, Private Foundations hold over $800 billion in U.S. assets and distribute billions to charities throughout the world every year. Private Foundations offer significant IRS-approved tax benefits. Contributions to Private Foundations are tax deductible, although the deductions are limited to a percentage of the donors' Adjusted Gross Income or AGI. Donors can give appreciated assets, thereby avoiding capital gains taxes. Assets within Private Foundations grow income-tax free, although they are subject to an excise tax. Donors can structure Private Foundations so they maintain considerable control over the Foundation's investments, direction, and charitable distributions. Donors can also provide that their family members will serve on the board of directors for Private Foundations. Donors and their family members can also work for their Private Foundations, as long as their salaries are reasonable and their services are reasonable and necessary to the Foundation. Private Foundations have some downsides. Despite their name, Private Foundations are not private. For those concerned mainly with tax deductions, higher deductions are available by giving to Public Charities or Donor Advised Funds. Finally, the administrative costs for establishing and maintaining a Private Foundation can be considerable. Nonetheless, the investment is worthwhile for those who have the means and the desire to establish a lasting legacy of charitable giving.
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    8 mins
  • The Complex Trust Is Pure Scam

    The Complex Trust Is Pure Scam
    Feb 18 2024
    Watch out for those who promote an irrevocable trust that allegedly avoids federal income tax. Its promoters have called this, among other things, a Complex Trust, a Pure Trust, and a Non-Grantor Irrevocable Complex Discretionary Spendthrift Trust. Be careful! This type of tax-avoidance scheme has landed people in federal prison.
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    1 min

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