Insight on Estate Planning - Year End 2011


In This Issue:

- Home economics: A QPRT can help you save taxes

- Semantics matter: When using ascertainable standards, precise language is a must

- Leveraging the $5 million exemption: An installment sale to a defective trust is a powerful strategy

- Estate Planning Pitfall: You own assets jointly with others

Excerpt from Home Economics....

Planning for the disposition of your home can be a challenge. From a gift and estate tax perspective, the earlier you transfer an asset to your children or other beneficiaries, the lower the tax cost. But what if you want to continue living in your home indefinitely?

Please see full newsletter below for more information.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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