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Bruce Gordon

Bruce Gordon

Shumaker, Loop & Kendrick, LLP


Latest Publications

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Once in A Lifetime Year-End 2012 Estate Tax Planning

On the day after the presidential election there will be 55 days left in the year! Clients hope that the presidential election will provide clarity concerning the future of transfer tax rates and exemptions. We...more

11/7/2012 - Gift-Tax Exemption Year-End Tax Planning

The Estate Planner - November/December 2012

In This Issue; - Can’t afford estate taxes? Get an intrafamily loan - Get ready for the new 3.8% tax on investment income - Determining when to begin receiving Social Security - Estate Planning Red Flag: You...more

11/7/2012

The Estate Planner - September/October 2012

In This Issue: - Mining the generation gap: Estate planning strategies for you and your parents - Are you part of a nontraditional couple? Unmarried and same-sex married couples face estate planning...more

9/5/2012

Estate Planner - July/August 2012

In This Issue: - Is your estate plan flexible? Estate tax law uncertainty requires options - No time like the present: With favorable estate tax and real estate environments, use a QPRT to give away your home -...more

8/1/2012 - Generation-Skipping Transfer Gift-Tax Exemption Life Insurance Qualified Disclaimers Qualified Personal Residence Trust Spousal Access Trust Unified Credit Portability Year-End Tax Planning

July.August 2011 Estate Planner

July.August 2011 Estate Planner...more

8/2/2011

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