"The Estate Planner" – July/August 2014

more+
less-

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 Insurance Proceeds From Estate Tax

- Estate Planning Red Flag – Your Spouse’s Estate Didn’t Make The Portability Election

- Excerpt from Net Gain For Taxpayers – Tax Court Approves Net Gift Strategy:

A net gift is a technique that potentially allows you to reduce your effective gift tax rate from 40% to 28.6%. It requires the donee to agree to pay the gift tax as a condition of receiving the gift. This reduces the gift’s value for gift tax purposes.

Please see full newsletter below for more information.

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


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.

© Shumaker, Loop & Kendrick, LLP | Attorney Advertising

Written by:

more+
less-

Shumaker, Loop & Kendrick, LLP 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...
×
×