Estates and Trusts

Family Law

When you want the best service and deepest experience in estate planning, estate and trust administration, family law, premarital agreements, and fiduciary litigation Pasternak & Fidis can help you.

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Anne W. Coventry, Partner

Estate Planning
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Anne W. Coventry

Stephanie Perry and Adam Swaim Present on Basis-Adjustment Planning to DC Bar

Partners Stephanie Perry and Adam Swaim participated in the DC Bar Estate Planning Tax Committee Lunch Series. Their presentation was entitled: “Don’t Trip Up the Step-Up: The Importance of Basis Adjustment Planning.” They highlighted various basis adjustment planning strategies that can be implemented in an estate plan to maximize step-up in basis and minimize capital […]

Changing Irrevocable Trusts

When is a door not a door? (Answer: When it is ajar.) When is an irrevocable trust not irrevocable? Answer: Pretty much all the time. That is, perhaps the irrevocable trust cannot be revoked per se but, with a little creative thinking and cooperation, it may be possible to modify, decant, or terminate an irrevocable trust. This is not the […]

OPINION: Electronic Wills? Maybe, But Not Like This

B22-0169, the Electronic Signature Authorization Act of 2017, is pending before the DC Council, and it is dreadful.  The Uniform Law Commission (ULC), relevant sections of the DC Bar, and a number of DC Fellows of the American College of Trust and Estate Counsel (ACTEC) have submitted, formally or informally, written opposition to the bill.  […]