Posts by admin:
2010 Tax Law Leads to 2012 Litigation
This month’s Alert focuses on the increased trust litigation arising from the unintended consequences of the temporary repeal of the estate tax in 2010. The estate tax was repealed for …
- Posted on: Oct 1 2012
Our New Website is Live!
Our mission is to arm consumers and professional advisors in our community with the information needed to make informed decisions about their family’s and client’s future. With that purpose, we …
- Posted on: Sep 12 2012
Use It Before You Lose It” Planning Equally Applicable to LGBT and Unmarried Partners
In this month’s alert we examine how your clients, including LGBT clients and unmarried partners, can remove over $5 million free from estate tax and how this opportunity may be …
- Posted on: Aug 31 2012
Tax Break Extension Legislation Excludes Estate Tax; Act Now to Lock In $5.12 Million Exclusion Amount
The estate tax exclusion is scheduled to revert to $1 million at year-end from the current level of $5.12 million. This Alert examines the current political landscape concerning the estate …
- Posted on: Jul 31 2012
IRS Issues “Portability” Guidance
The Alert this month examines “portability” and the steps necessary to take advantage of it under newly-released regulations. For many years estate planning attorneys have had to draft complicated provisions …
- Posted on: Jun 30 2012
Planning Blunder Leads to Increased Income Taxes
This month’s Alert examines the importance of proper IRA beneficiary designations. The Alert examines a case in which the stretch of IRA distributions was not maximized because of the beneficiary …
- Posted on: May 31 2012
His, Hers, or Ours? – Estate Planning for Blended Families
With more than half of marriages ending in divorce, an increasing number of families are “blended families.” The Alert this month examines the unique issues faced in planning for blended …
- Posted on: Apr 30 2012
Millions in Tax Savings Available to Clients Who Act Quickly
This month’s alert examines the current, perhaps short-lived, opportunity for clients to give away millions of dollars during their lifetime without a gift tax. Unless the law changes, this narrow …
- Posted on: Apr 3 2012
Double Disclaimer Saves Millions in Estate and GST Tax
This month’s Alert examines how effective use of disclaimers can save millions in taxes. The Alert examines a ruling request presented to the IRS involving such a situation. Often parents …
- Posted on: Feb 29 2012
Tax Changes for 2012
This month’s Alert reviews the inflation adjustments applicable to federal taxation in 2012. It examines changes in the estate, gift, and generation skipping transfer taxes, as well as income taxes.Many …
- Posted on: Jan 31 2012