Timothy Barrett

2 weeks ago | bmjopen.bmj.com | Aidan Searle |Jessica Wheeler |Ian Litchfield |Timothy Barrett

DiscussionWe have reported the codevelopment of a complex intervention following MRC guidelines8 for complex interventions in which multiple data sources were integrated leading to the development of the ‘Diversity in Diabetes’ intervention that is both holistic and person-centred. This work took into account the personal, contextual and clinical worlds in which diabetes control behaviours are enacted, supported and sustained.

Jan 2, 2024 | kiplinger.com | Timothy Barrett

Much will be written about the coming sunset of the 2017 Tax Cuts and Jobs Act (TCJA), mostly in relation to the diminishment of the lifetime generation-skipping, estate and gift tax exemptions. But this potential outcome may have little relevance to you if your net estate is less than the $7 million post-TCJA exemption (or $14 million for a married couple). But you should be concerned in regard to several other more relevant sunsetting provisions.

Nov 7, 2023 | kiplinger.com | Timothy Barrett

Have you ever attended a conference in which a panel took turns pronouncing tips for best practices or “life hacks” to improve your lifestyle or finances? Well, this article is a smorgasbord of 14 tips you should find useful in understanding or revising your estate planning and in your relationships with your trustee, estate planner, accounting firm and other advisers. Tip 1Consider bringing a professional trustee into your estate planning process.

Aug 31, 2023 | kiplinger.com | Timothy Barrett

There are two ways to approach defending your last will or trust from a claim filed by an individual, or individuals, seeking to alter the terms you have chosen. One way is to simply allow your personal representative or trustee to defend your choices. Another is to include a no-contest clause that disinherits all claimants if they lose their challenge or for even filing the challenge in the first place.

Jul 20, 2023 | kiplinger.com | Timothy Barrett

I cannot say why some attorneys place an environmental indemnification clause in their trusts when so many other attorneys do not. The primary purpose of the clause is to encourage a trust company or individual trustee to accept a trust appointment wherein the trust owns or will own real property that has been used as farmland, industrial or commercial property.