Gary Phillips

Gary Phillips

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Estate/Gift Tax and Residency Update – New York

There have been important new developments for New York taxpayers over the past two months, some of which may require your immediate attention. ...more

3/10/2014 - Estate Planning Estate Tax Gift Tax Residency Status

2014 Estate And Gift Tax Update

The fiscal cliff drama heading into the start of 2013 fortunately was not repeated as the calendar turned to 2014. Having said that, as we now start 2014, it is important to highlight the following major estate and gift tax...more

1/9/2014 - Estate Planning Estate Tax Gift Tax

Estate Administration In A Paperless World

While our current digital, paperless world has made life more efficient for most, when someone dies, it can be difficult for the survivors to obtain the keys to unlock all of the digital information that is left behind. As a...more

6/5/2013 - Electronics Estate Planning Executors Social Media Social Media Policy

2013 Estate Planning – Still Not The Time To Be Complacent

The end of 2012 saw an unprecedented surge of activity for estate planning attorneys and advisors counseling clients to implement estate plans before the 2013 changes in the law, which would have reduced gift and estate tax...more

5/13/2013 - American Taxpayer Relief Act Estate Planning Tax Exemptions

After the Fiscal Cliff — A Summary of the New Federal Gift and Estate Tax Law

Congress took the fiscal cliff negotiations over the brink but was finally able to reach a deal resulting in the American Taxpayer Relief Act of 2012 (“2012 Act”). The 2012 Act makes the estate and gift tax laws “permanent,”...more

1/11/2013 - American Taxpayer Relief Act Estate Tax Fiscal Cliff Gift-Tax Exemption Grantor Retained Annuity Trust Portability Tax Rates

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