Wills, Trusts, & Estate Planning | JD Supra Legal News, Updates, Analysis, & Information

Handler Thayer Family Office Alert - The Commodity Futures Trading Commission Rescinds a Common Family Office Exemption

by Thomas J. Handler, J.D., P.C. on 5/17/2012

The recent implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act (the “Dodd-Frank Act”) requirements has significantly changed the Commodity Exchange Act (the “CEA”). As a result of these changes,...more

Handler Thayer Family Office Alert - The Commodity Futures Trading Commission Rescinds a Common Family Office Exemption

by Christine McKillip on 5/17/2012

The recent implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act (the “Dodd-Frank Act”) requirements has significantly changed the Commodity Exchange Act (the “CEA”). As a result of these changes,...more

Procrastination on Estate Planning Can Land A Small Business in Probate Court

by Frank Brunetti on 5/14/2012

Procrastination on Estate Planning Can Land A Small Business in Probate Court By Frank L. Brunetti on May 14th, 2012 Many business owners hope that the companies they have built will outlive them and help build a...more

Wealth Management Update - May 2012

by Proskauer Rose LLP on 5/3/2012

A monthly report for wealth management professionals. In This Issue: - May Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts...1 - Wandry v....more

Too Few Small Businesses Are Implementing Succession Plans

by Joseph Donegan on 5/2/2012

Too Few Small Businesses Are Implementing Succession Plans By Joseph M. Donegan on May 2nd, 2012 Despite scheduled changes to estate and tax law in 2013, new data shows that not enough small businesses are enacting...more

Too Few Small Businesses Are Implementing Succession Plans

by Joseph Donegan on 5/2/2012

Too Few Small Businesses Are Implementing Succession Plans By Joseph M. Donegan Despite scheduled changes to estate and tax law in 2013, new data shows that not enough small businesses are enacting succession planning...more

Minimize Estate Tax on Foreign Assets

by Sanford Millar on 4/30/2012

A recent U.S. Tax Court case provides a road map to minimize estate tax liability. In Wandry v. Commissioner the Tax Court held that a gift of an interest in a closely held business that was defined by dollar amount rather...more

Will a Family Limited Partnership Protect Your Assets?

by Janet Brewer on 4/30/2012

I have written before about a few ways someone in the Bay Area can protect his or her assets [link: http://www.calprobate.com/services/asset-protection/] from creditors. I want to expand here a bit on the idea of a family...more

Tax Changes in 2013 Spark More Concise Business Succession Planning

by Frank Brunetti on 4/30/2012

Tax Changes in 2013 Spark More Concise Business Succession Planning By Frank L. Brunetti Uncertainty surrounding possible changes to estate and gift tax law in 2013 is prompting many business owners to reevaluate...more

The Story of the Cow, the Pipeline and MacDonald (regarding the Taxpayer’s Victory involving subsection 84(2) and the GAAR)

by Moodys LLP Tax Advisors on 4/27/2012

Well, it has been quite a week.....first we have a story about a runaway cow that walks up to the drive-through window at a McDonalds restaurant in Brush, Colorado . That's pretty funny stuff, but the story of the very...more