• FIRM
    • Overview
    • Careers
  • PRACTICES
    • Alternative Dispute Resolution
    • Banking
    • Construction & Commercial Roofing
    • Corporate
    • Employment and Labor
    • Intellectual Property and Technology
    • Litigation and Dispute Resolution
    • Real Estate and Energy
    • Tax, Trusts, and Estates Group
  • ATTORNEYS
  • CAREERS
  • NEWS & MEDIA
    • Blog
      • Construction & Commercial Roofing
      • Corporate Issues
      • Employment and Labor
      • Risk Mitigation
      • Tax and Estate Planning
    • News
    • Publications
  • PAYMENT
Metz Lewis Brodman Must O'Keefe Metz Lewis Brodman Must O'Keefe Metz Lewis Brodman Must O'Keefe

Author Archive for: "Steven H. Seel"

Home » Archives for Steven H. Seel
  0

The Irrevocable Spousal Trust (“IST”)

By Steven H. Seel
In Tax and Estate Planning Posted March 1, 2019

The Irrevocable Spousal Trust (“IST”) is an irrevocable trust created for the lifetime benefit of the grantor’s spouse, and then typically for the benefit of children or grandchildren. The IST is [...]

READ MORE
  0

2018 & Beyond – Planning Still Matters

By Steven H. Seel
In Tax and Estate Planning Posted January 8, 2018

President Trump signed the Tax Cuts and Jobs Act of 2017 (“TCJA”) on December 22, 2017. Since most of the TCJA sunsets on December 31, 2025, the TCJA is inherently temporary. What Changed. The [...]

READ MORE
  0

Tax Cuts and Jobs Act of 2017 – Estate and Gift Tax Effects

By Steven H. Seel
In Tax and Estate Planning Posted December 27, 2017

The Senate and House of Representatives have both passed the Tax Cuts and Jobs Act of 2017 (“TCJA”), and President Trump signed the Act on December 22, 2017. The TCJA makes numerous changes to [...]

READ MORE
  0

House Bill 1 Estate Tax Repeal

By Steven H. Seel
In Tax and Estate Planning Posted November 10, 2017

On November 2, 2017, the House of Representatives introduced H.R. 1, dubbed the Tax Cuts and Jobs Act. This bill is not law and, in fact, has a long way to go before becoming law – there will be [...]

READ MORE
  0

Guide for Trustees

By Steven H. Seel
In Tax and Estate Planning Posted December 28, 2015

The Standard.  A trustee must manage a trust according to a “prudent person” standard.  A trustee is a fiduciary, which means the trustee’s actions must be in the best interests of the [...]

READ MORE
  0

Trustee Removal Provisions – A Smart Power

By Steven H. Seel
In Tax and Estate Planning Posted June 16, 2015

By its nature, an irrevocable trust cannot generally be changed.  And the big fear of every irrevocable trust is inflexibility.  Of the many “future looking” powers we can include in a trust, [...]

READ MORE
  0

Pennsylvania’s New Power of Attorney Rules

By Steven H. Seel
In Tax and Estate Planning Posted January 12, 2015

Starting January 1, 2015, new rules apply to Powers of Attorney executed in Pennsylvania. The first major change is the requirement of two independent witnesses. The witnesses must be over 18 and [...]

READ MORE
  0

The Value of Lifetime Trusts

By Steven H. Seel
In Tax and Estate Planning Posted November 10, 2014

Lifetime trusts offer families both tax and non-tax benefits.  Careful drafting of lifetime trusts allows greater-than-expected flexibility to address unexpected future circumstances. Tax [...]

READ MORE
  0

The QPRT — Qualified Personal Residence Trust

By Steven H. Seel
In Tax and Estate Planning Posted October 21, 2014

A Qualified Personal Residence Trust (“QPRT”) is a trust into which you transfer a personal residence. The QPRT document gives you (and often your spouse) the right to live in the [...]

READ MORE
Load More
Business Leader Resource Center
  • Construction & Commercial Roofing
  • Corporate Issues
  • Employment and Labor
  • Risk Mitigation
  • Tax and Estate Planning
News & Publications
  • News
  • Publications
Popular Tags
Attorney-Client Privileged Communications bankruptcy best lawyers CARES Act Charitable Donations confidentiality agreements contracts coronavirus COVID-19 data security de-risk deals Department of Labor Employers employment estate planning Families First Coronavirus Response Act FFCRA gifting insurance IP ira IRS M&A mergers and acquistions PA paid leave Patents Paycheck Protection Program Pay Sick Leave Pennsylvania preferred stock privacy privilege promotion Representations and Warranties retirement Roth IRA sexual harassment Supreme Court tax Tax Cuts and Jobs Act of 2017 (“TCJA”) taxes Tax extensions tax planningshow more
Join Our Mailing List

We deliver experienced, solutions-driven lawyers across several practice areas and industries. Our corporate and transactional lawyers serve as primary outside counsel to companies based both in Pennsylvania and globally.

Locations
  • Pittsburgh Office (Main)
  • 535 Smithfield Street, Suite 800
  • Pittsburgh, Pennsylvania 15222
  • Phone: 412-918-1100
  • Fax: 412-918-1199

  • New York Office
  • 641 Lexington Avenue, 15th Floor
  • New York, New York 10022
  • Phone: 212-634-6381
Contact Us







     

    Portions of this web site may contain Attorney Advertising under the ethics rules of some states. Prior results do not guarantee a similar outcome.
    Copyright © Metz Lewis Brodman Must O'Keefe LLC 1998-2021.

    Privacy Policy | Notices | Cookie Policy

    Start typing and press Enter to search