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We produce a wide variety of consumer-friendly or technical resources including authored publications, industry resource materials, answers to your most frequently asked questions, legal reports and updates, key estate planning documents, and much more. We are ready to answer your questions and provide you with detailed information for your article or be a speaker for an upcoming event. Please call or email us for quick responses to your media inquiries.

Robert J. Kulas, P.A.
(772) 398-0720
information@kulaslaw.com

 

Firm News for Robert J. Kulas, P.A.

Robert J. Kulas in the Hometown News for his article on Pet Planning

Posted On 5/10/2010

The article "Pet Planning is not just for the rich, eccentric" was published in the Homestown News in March of 2010.

Planning in your Will or Trust should also provide for your Pet.  A pet is an important part of your life and most people want to see that their pets are cared for after they have passed away.

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Congress' Inaction Creates Need to Review Estate Plan

Posted On 2/12/2010

Congressional inaction on the estate tax has led to its temporary repeal. The bad news is that there is no step-up in basis. This unexpected scenario causes two potential problems: 1) the estate tax formula allocation clause in your clients' documents may have unintended consequences, and 2) your clients' documents may not be drafted to take advantage of the new "carryover" basis regime. Read the full Alert to find out more about these problems and their solutions.

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TREASURE COAST ATTORNEYS ACQUIRE VITAL ESTATE PLANNING TRAINING AT NATIONAL CONFERENCE

Posted On 10/20/2009

Treasure Coast Estate Planning Attorneys, Robert J. Kulas and Andreas A. Kulas attended an educational conference in San Diego, CA

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Michael Jackson's Death - Why YOU Need Your Estate Planning Documents in Order

Posted On 6/29/2009

The sudden death of Michael Jackson serves as a reminder to everyone that, no matter your age, you need to have your estate planning in order. The pop superstar died on Thursday, June 25th at 50 years old. The media is speculating as to how his estate will be handled and the future of his young children. No public statement has been made in regard to his personal planning and the media and the nation will wait anxiously to see how this unfolds. If Michael Jackson prepared a Trust the public will most likely never know the details as it will be held private, however, if he had a Will it becomes part of public record. In the state of California, a Will needs to be presented within 30 days. Jackson's assets, royalties and the amount of debt he had accumulated most likely will lead to lengthy battles over his estate.

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American Academy of Estate Planning Attorneys Recognized by Money Magazine Again

Posted On 5/29/2009

Carolyn Bigdas article "Rethink Your Legacy" in the June issue of Money Magazine explores the five questions you should be asking regarding your estate. The article recommends the American Academys website, www.aaepa.com, as a source to find a qualified estate planning attorney. The Associate Director of Education at the Academy, Steve Hartnett, was also interviewed in the article and lent his expertise to one of the five questions. This is the fifth mention of finding a quality attorney on the American Academys members list by Money Magazine in the last 21 issues.

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Recognized by <i>Money Magazine</i> Again


Attorney Robert J. Kulas Attends Exclusive Estate Planning Conference in Memphis, Tennessee

Posted On 5/18/2009

Local Estate Planning Attorney Robert J. Kulas attended an educational conference in Memphis, Tennessee on April 23-26, 2009 sponsored by the American Academy of Estate Planning Attorneys. The Academy is the premier national educational organization that promotes excellence in estate planning by providing member attorneys with research and vital updates in estate, tax and business planning law since 1993. The advanced training included Estate Planning Tools in a Low Interest Rate Environment, Adding Special Needs to Your Practice, and Medicaid Planning under DRA: The Medicaid Irrevocable Income Only Trust. Additional training focused on Using Legacy Wealth Planning to Meet the Needs of the Next Generation and Protecting the Institutionalized Spouse.

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Robert J. Kulas Appointed to Board of Governors

Posted On 3/4/2009

SAN DIEGO, CALIFORNIA—The American Academy of Estate Planning Attorneys is pleased to announce that Robert J. Kulas, Attorney at Law, has been appointed to the Academy’s national Board of Governors.

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Consumer Reports Recommends American Academy

Posted On 1/29/2009

The American Academy of Estate Planning Attorneys was recommended in the January 2009 Consumer Reports Money Adviser newsletter. The article “How to Avoid Inheritance Feuds” focuses on techniques for avoiding conflict after a loved one passes away.

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Money Magazine Recognizes American Academy!

Posted On 12/26/2008

In the January 2009 issue of Money Magazine, Walecia Konrads article entitled "Keep It In The Family" focuses on making sure the wealth youve worked so hard to accumulate will go to the people you love.

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American Academy Mentioned Again in Money Magazine!

Posted On 3/18/2008

Robert Armstrong, President of the American Academy of Estate Planning Attorneys, was interviewed by Money Magazine senior writer Penelope Wang for her article "A Midlife Money Checkup" in the March 2008 Issue.

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American Academy Recommended by Nationally Syndicated Talk Show Host

Posted On 12/20/2007

The John Tesh Radio Show recommended the American Academy as a resource for finding an estate planning attorney. The segment focusing on money and finance originally aired in September 2007 and was repeated in December 2007.

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Attorneys Attend Estate Planning Conference

Posted On 12/12/2007

Treasure Coast - Estate Planning Attorneys Robert J. Kulas and Andreas A. Kulas attended an educational conference in San Diego, CA in October sponsored by the American Academy of Estate Planning Attorneys. The Academy is the premier national educational organization that promotes excellence in estate planning by providing member attorneys with research and vital updates in estate, tax and business planning law. The advanced training focused on innovative planning techniques for LEGACY WEALTH PLANNING. The training included Trust Provisions for Divorce, Disability, Children and Grandchildren, and Asset and Creditor Protection; Estate Planning for IRAs and Pension Plans Including the Family Retirement Preservation Trust; Alternatives to Planning for Minor Children and Grandchildren; and Working with Widows and Widowers. Additional Legacy Wealth Planning training included Estate Planning Myths: Why Most Estate Plans Fail and What to Do About It.

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American Academy Mentioned in Money Magazine

Posted On 10/25/2007

The September issue of Money Magazine has an article entitled,"20 Timeless Money Rules." Rule 17, Exiting Gracefully, is particularly significant because it emphasizes the importance of putting together your estate plan. The recommendation of Money Magazine is that you search for a member of the American Academy of Estate Planning Attorneys: "To find a lawyer, ask friends and colleagues for recommendations or get referrals online at the website of the American Academy of Estate Planning Attorneys (aaepa.com)."

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Attorney Robert Kulas Completes Extensive IRA Training

Posted On 8/17/2006

Treasure Coast - Estate Planning Attorney Robert J. Kulas completed extensive training at an educational conference in Las Vegas, Nevada on July 15, 2006 sponsored by the American Academy of Estate Planning Attorneys. The Academy is the premier national organization promoting excellence in estate planning by providing member attorneys with up-to-date research, educational materials, and other important resources.

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