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Month: January 2018

1/10/2018

Mo Show Live Welcomes Dr. William “Tom” Bogart of Maryville College

Mo Show Live Martinson & Beason Martinson & Beason, PC attorney Morris Lilienthal welcomes Dr. William “Tom” Bogart of Maryville College to the Mo Show Live on January 17, 2018 at 3:00 pm (CST). Expected topics for discussion include Maryville College, including its quality of education and what separates it from other liberal arts colleges, as well as higher education generally. Morris is proud graduate of Maryville, having earned his Bachelor’s degree from the school in 2000. Dr. Bogart is the 11th President of Maryville College having begun his tenure in July of 2010. Prior to his time at Maryville, Dr. Bogart served as dean of academic affairs and professor of economics at York College of Pennsylvania. Dr. Bogart studies state and local taxation and economics as well as land use planning. He has written two books, The Economics of Cities and Suburbs and Don’t Call It Sprawl: Metropolitan Structure in the Twenty-First Century.

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1/9/2018

Estate Tax Under the New Tax Law

Martinson & Beason The new tax law, formally known as the Tax Cuts and Jobs Act, has a significant impact on the Federal Estate Tax, often referred to as the Death Tax. Currently, wealth transfers in an estate are tax-free up to $5.49 million for individuals and $10.98 million for married couples. Through portability, the surviving spouse can carry over the predeceased spouse’s exemption, effectively raising the exemption to $11.58 million for widows and widowers. The new tax law doubles the exemption threshold before estate taxes are owed. The new rates will be $11,200,000 for individuals and $22,400,000 for married couples. This means that fewer families will be faced with paying estate taxes.

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1/8/2018

Veterans Administration Fraud

Veteran fraudScammers and con-artists typically target those who are elderly or disabled in their financial schemes; however, according to recent reports out of Tennessee, apparently veterans seeking benefits from the Veterans Administration may also be vulnerable to financial schemes and attacks. This past summer, news emerged from Jonesborough, a small town in northeastern Tennessee of a Veterans Administration financial advisor taking advantage of an honorably discharged Army veteran who had sought out assistance from the agency. Kenneth Richard Devore has been indicted on charges of attempting to defraud the veteran of more than $680,000. Devore allegedly gained the trust of the veteran, who has been declared incompetent since 1986, then used his power to take advantage of him financially. He persuaded and tricked the incompetent veteran into placing him into his will in order to reap a large inheritance upon the veteran's death. 

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1/3/2018

Attorney Andrew Sieja Presents CLE Hosted By National Business Institute

Andrew M. Sieja Martinson & Beason, P.C. attorney Andrew Sieja taught two courses to his colleagues and peers at a continuing legal education course hosted by the National Business Institute.  Andrew spoke on the subjects of “Complex Issues in Estate Administration” as well as “How to Handle Creditor Claims” in Estate Administration.  His two-hour presentation included advice and education on Will Contests, Heir Disputes, Probate Procedure, Conservatorships, Guardianships, and how to handle the debts of our deceased loved ones.

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