William Swindle

William Swindle

Shumaker, Loop & Kendrick, LLP

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Latest Publications


"The Estate Planner" – July/August 2014

In this issue: - Net Gain For Taxpayers – Tax Court Approves Net Gift Strategy - Estate Planning For The Young And Affluent – How To Hedge Your Bets - Wealth Preserver – Use An ILIT To Shield Life...more

7/2/2014 - Gift Tax Life Insurance Net Gift Portability Tax Court Trusts Valuation

"The Estate Planner" – May/June 2014

In this issue: - Valuing LLC Interests: How To Lose In Tax Court - Should You Keep Your Trust A Secret? - Effort – A “Stretch IRA” Can Maximize Your IRA’s Benefits - Estate Planning Red Flag – You...more

5/9/2014 - Asset Valuations Estate Planning Estate Tax IRA Jointly-Owned Property Limited Liability Companies Real Estate Investments Tax Court Transfer of Title Trusts Valuation

"The Estate Planner" – March/April 2014

In this issue: - Private Annuities Can Offer Big Tax Savings - 5 Tips For Donating Artwork - A Successful Family Business Requires Strong Governance - Estate Planning Red Flag – You Haven’t Planned...more

3/3/2014 - Estate Planning Estate Tax

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