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Spread the Wealth 04 April 2011 Legal News Alert: Estates & Trusts Recent New York cases highlight the perils of asset concentration Reproduced with permission of Trusts & Estates magazine (March 2011) Because a diversified...
Temporary Repeal of Federal Estate Tax and Generation-Skipping Transfer Tax May Affect Your Estate Plan 14 January 2010 Legal News Alert: Estates and Trusts As of January 1, 2010, the federal estate tax and generation-skipping transfer (GST) tax were repealed. Under current law, the repeal is scheduled to be in effect...
The Shifting Sands of the Tax Burden 30 August 2010 Legal News Alert: Estates & Trusts A U.S. Court of Appeals ruling underscores the importance of paying attention to the tax implications of selling or transferring property before a testator’s death...
The Walls Have e-Ears 19 May 2011 Legal News Alert: Estates & Trusts Electronic communications are causing headaches for lawyers and clients alike Reproduced with permission of Trusts & Estates magazine (May 2011) The telecommunications...
Year-End Estate Planning Reminders 17 December 2008 Legal News Alert: Estates and Trusts With 2009 around the corner and the anticipation of a new tax bill following the inauguration of President-elect Barack H. Obama, now is a great time to review a...