Insight on Estate Planning - April/May 2014

In This Issue:

- Boosting your estate planning power: How to “supercharge” a credit shelter trust

- ABCs of HSAs: Learn how an HSA can benefit your estate plan

- A family bank professionalizes intrafamily lending

- Estate Planning Pitfall: Your documents are hard to find

- Excerpt from Boosting your estate planning power: How to “supercharge” a credit shelter trust:

For years, the credit shelter trust has been a standard weapon in married couples’ estate planning arsenals. Today, however, a $5.34 million estate tax exemption amount combined with portability of exemptions between spouses means that traditional estate planning vehicles are less critical than they once were. Nevertheless, credit shelter trusts continue to offer significant benefits, particularly for high-net-worth taxpayers...

Please see full newsletter below for more information.

LOADING PDF: If there are any problems, click here to download the file.

Written by:

more+
less-

Adler Pollock & Sheehan P.C. on:

Reporters on Deadline

"My best business intelligence, in one easy email…"

Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra:

Sign up to create your digest using LinkedIn*

*With LinkedIn, you don't need to create a separate login to manage your free JD Supra account, and we can make suggestions based on your needs and interests. We will not post anything on LinkedIn in your name. Or, sign up using your email address.
×
Loading...
×
×