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Treasury Department may issue new regulations limiting discounts in family planning – reducing the utility of Family Limited Partnerships and Family Limited Liability Companies. Client Update (July 2015) Treasury Department...
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...
Jeff Baskies – Will the Federal Estate Tax Be Repealed? – Steve Leimberg’s Estate Planning Newsletter (PDF)
January 2015
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...
Time is running out to file Estate Tax returns in order to elect portability of any unused estate tax exemption for estates of decedents dying from January 1, 2011 through December 31, 2013. Read more about the December 31,...
Court Approves Significant Discounts for Fractional interests in Artworks – E/O Elkins (PDF)
September 2014