Lisa Stern

Lisa Stern

Proskauer Rose LLP

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Wealth Management Update

September Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts - The September § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs...more

9/5/2014

Wealth Management Update - August 2014

August Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts - The August § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and...more

7/24/2014 - 501(c)(3) AFR Beneficiaries Bernie Madoff Charitable Trusts Clark v. Rameker Consumer Bankruptcy Creditors Exemptions Form 1023 EZ Grantor Trusts Inherited IRA Interest Rates Intra-Family Loans Non-Profits

Wealth Management Update - May 2014

May Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts - The May § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and...more

5/8/2014 - AFR Grantor Trusts Intentionally Defective Grantor Trusts Intra-Family Loans Professional Liability Split-Interest Charitable Trusts Tax Liability Trustees

Wealth Management Update - April 2014

April Interest Rates Hold Steady for GRATs, Sales to Defective Grantor Trusts, and Intra-Family Loans. The April applicable federal rate ("AFR") for use with estate planning techniques such as CRTs, CLTs, QPRTs and...more

4/9/2014 - Estate Planning Estate Tax

Personal Planning Strategies - April, 2014

New York Significantly Changes its Estate Tax – No Decrease in Estate Tax for the Wealthy - The New York State legislature has passed, and New York Governor Andrew M. Cuomo has signed, the Executive Budget for...more

4/3/2014 - Estate Tax

Wealth Management Update - March 2014

March Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts The March § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and...more

3/14/2014 - Estate Planning Grantor Trusts Intra-Family Loans Loans Trusts

Wealth Management Update - January 2014

January Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts - The January § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs...more

1/8/2014 - Estate Planning Family Members Grantor Trusts Loans

Wealth Management Update - December 2013

The December § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 2.0%, which is unchanged from last month. The December applicable federal rate ("AFR") for use with a sale to a defective...more

12/13/2013 - AFR Annuities Beneficiaries Charitable Lead Annuity Trust Choice-of-Law Estate Planning Fiduciary Duty Good Faith Grantor Retained Annuity Trust Intentionally Defective Grantor Trusts Intra-Family Loans IRS Self-Canceling Installment Note Supplemental Needs Trust Trust Protector Actions Trustees

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