Seamus Patrick Smith was quoted in an article about estate tax in the January 29, 2010 edition of the Kansas City Business Journal.

Seamus Patrick Smith was a guest this past Saturday on Peter Newman’s Moneyline, which is broadcasted by 980 KMBZ in Kansas City.  Seamus discussed IRA Roth conversions and expectations for the estate tax.

Vold & Morris, LLC is co-hosting a seminar series on exit strategies for family business owners.  Seamus P. Smith will be presenting a segment entitled “Savings Taxes with Smart Business Succession Planning.”  Click here to view the brochure.

Seamus P. Smith was recently quoted in a Kansas City Business Journal article about avoiding estate tax by gifting interests in family-owned businesses.  Click here to read the article.

Denver appeared on the Peter Newman Show and answered a listener’s question about “special needs trusts” and explained the necessity of having existing special needs trusts reviewed because new statutory requirements may invalidate the existing trusts.

Denver went on to explain that these new laws make the trust property an existing asset which the state requires to be used up before state aid is available.  Listeners were advised to call our law firm for additional information.

On Saturday, May 30, 2009, Denver will talk about how the elderly and people with special needs can get state funds sooner even if they have assets.

Please click the link for the FDIC Guide for Calculating Deposit Insurance Coverage for Revocable and Irrevocable Trusts.

On March 28, 2009, Denver Vold appeared on the KMBZ “Moneyline” show and discussed how to help and when to not help parents and children who are being affected by current economic conditions.

Amy DeGraeve was a guest on 980 KMBZ radio’s “Moneyline” on Saturday.  Amy talked about estate planning during an economic downturn and the importance of dealing with tangible personal property.  To learn more, read our Tangible Personal Property Memo.

On March 16, 2009, Denver Vold was interviewed by the Kansas City Business Journal in its March 20-26, 2009 edition.  The journal quotes him on how life insurance can be used in various estate techniques that save income tax, estate tax, and allow surviving business partners to buy out a deceased business partner’s interest and still maintain business cash flow.   He also explained equitable division of the estate between the children who take over the family business and other children who are not involved in the business.  The article, Life Insurance Can Resolve Tricky Estate Planning Issues, can be read on-line.

Seamus Smith was recently interviewed for an article published in the January 30^th edition of the Kansas City Business Journal:   http://kansascity.bizjournals.com/kansascity/stories/2009/02/02/story9.html