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Making Two Years Last a Lifetime
The sweeping federal tax legislation enacted in 2001 was a boon for many, but it also created a thorny issue for estate tax planning. The law provided...
Transfer of Interest in FLPs
Fewer estates are now subject to federal estate taxes, thanks to the $5 million federal estate tax exemption. Internal Revenue Service data indicates...
The TEA Factor
The Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (TRA 2010) has been described as an estate planning with its 35 percent...
The New Investment Alternative
Long-term care (LTC) insurance can be an attractive investment alternative for high-net-worth individuals for two reasons....
Making the Election or Not
The challenges of dealing with the choice of tax regimes for 2010 decedents can approach you from many fronts....
Life and Death Decisions
Executors of estates of decedents who died in 2010 face a tough choice under the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act...
Two Estates, Two Decisions
The 2010 Tax Act answered many questions that lingered in practitioners' minds throughout 2010....
A Cautionary Tale
Most executors know that there need not be estate tax for decedents dying in 2010. ...
Consider State Tax Regimes, Too
Last summer, one of our clients in his mid-forties died unexpectedly, before we were able to finish helping him with his wealth transfer planning....
When There's a QPRT and GRAT
At our firm, we're facing an unusual situation concerning a client who died in 2010 during the term of a qualified personal residence trust and a grantor retained annuity trust....
Estate Tax Now or Capital Gains Tax Later?
To opt or not to opt, that is the question. ...
Planning for Multi-generational Trusts
The Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (the 2010 Tax Act) creates significantly more multi-generational trust...
Tax Law Update
Tax Court holds residence isn't includible in decedent's estate under Internal Revenue Code Section 2036 In Estate of Riese, T.C. Memo 2011-60 (March...
Making a Gift and Keeping it Too
The dust is slowly settling after the enactment of the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (the 2010 Tax Act)....
A Balanced Solution
When we recommend ways for our clients to reduce their estates, we're mindful that clients generally want a comfortable cushion for retirement. But, providing...
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Wealth Watch is a free e-newsletter delivered twice a month with expert advice on wealth management from Trusts & Estates.
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Tech. Review
Technology Review is a free monthly e-newsletter from Trusts & Estates and nationally renowned expert Donald H. Kelley. It is geared to keeping estate planning lawyers current on the latest tech news they can use.
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Philanthropy Tax Guide
Each month, Conrad Teitell reports on and analyzes as important tax development governing charitable contributions, including how to maximize the benefits and avoid the pitfalls.
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2011 Trust Glossary
Click here to download the 2011 Trust Glossary
50 Years Ago This Month
| 50 years ago, in May 1962, we featured articles such as: "Future of Canadian Trusteeship" by Arthur H. Mingay", "Training Trust Employees" by Ian M. Marr, "What is a Trust Officer?" by Eric J. Brown, and "Selling Services" by Donald I. Webb. |
Conrad Teitell's Guide to Tax Benefits For Charitable Gifts
Click here to view the most up to date guide (September 2011)
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