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To download PDFs of each Willms-O'Leary Law Newsletter, please click the download icon to the right of the newsletter's title. Be sure to check out our Articles and Seminars.

October 2014

Welcome Dan Asmuth, WI Trust Code Provides New Tools for SNTs, Talking to Heirs about Their InheritanceDownload pdf

March 2014

Lowering Income, Capital Gains, and Medicare Taxes with Charitable TrustsDownload pdf

November 2013

A Look at the New Trust Code, A Primer on Health Care Powers of Attorney, Reminder to Consider Year-End GiftingDownload pdf

August 2013

Two Ways to Save on Estate Taxes, Reviewing the Terms of Your Annuity Contract, Considerations for Long-Term Care InsuranceDownload pdf

April 2013

Our Current Estate Planning Climate, Planning for Tax Law Changes GRATs and SLATs, Making Elder Law Month Work for YouDownload pdf

January 2013

Avoidance of Fiscal Cliff, Donating Assets to Charity, Providing Responsible Firearm Ownership in Your Estate Plan, Setting the Record Straight on Medicaid, Staying Diligent and Planning AheadDownload pdf

October 2012

Tax Planning Before the End of 2012, Reviewing Your Annual Exclusion Gifting, Planning for Special Needs Beneficiaries, Leaving an Unconventional Legacy?, Who's Who at Willms, S.C.Download pdf

June 2012

Investing in Your Estate Plan, Planning for 2013 Taxes, Irrevocable Trusts and Long-Term Care Planning, What Does My Attorney Do?Download pdf

March 2012

Estate Tax in 2013, When Are Your Taxes Due?, Estate Taxes and Personal Property, Long-Term Care at HomeDownload pdf

December 2011

Preserving the Wealth, Encouraging Family Harmony, Protecting Assets from Creditors, Legal UpdateDownload pdf

September 2011

Creating an Ethical Will as Part of Your Estate Plan, Asset Protection for Your Personal Residence, A Charitable Lead Trust as a Way to Transfer Wealth, Using a Special Needs Trust to Provide for Your Loved One, Challenging Property Tax Assessments, Legislative Update: The Family Care Freeze and What It Means to YouDownload pdf

April 2011

Generation-Skipping Transfer Tax Update, Non-Tax Benefits of Trusts, Protecting Against Elder/Vulnerable Adult Abuse, Opting Out of Credit Card Offers, Maximizing Life Insurance Premium PaymentsDownload pdf

January 2011

How New Tax Law Can Benefit You, Planning for IncapacityDownload pdf

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