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Wealth Planning Alert

August 2016
On August 2, 2016, the Treasury Department issued Proposed Regulations that would eliminate virtually all minority or lack of control discounts for family-controlled entities (including family limited partnerships, LLCs, and...
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Nest Egg Trusts

June 2015
A new arrow becoming popular in the quiver of the overall estate or financial plan designed for wealthier clients is the establishment of an offshore asset protection trust (or “APT”), commonly referred to as a “nest...
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Congress Extends Tax Provisions for 2014

November 2014
Congress has enacted the “Tax Increase Prevention Act of 2014” to extend many important provisions of the tax code, including the important charitable IRA rollover. The deduction for state and local sales tax is also...
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