News & Analysis as of September 23, 2024

Estate Planning › Intangible Property

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Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process. less -

Moving to the U.S.? Have You Planned for the Estate and Gift Taxes?

Rivkin Radler LLP on 8/23/2022

It is a fact that the phenomenon of human migration has been a major force in the history of the world. Indeed, among the themes that have remained constant during my years of practice, there are two that may be...more

Tangible vs. Intangible Assets in Estate Administration

Stark & Stark on 6/10/2022

Under a Last Will and Testament, a decedent disposes of both their tangible personal property as well as their intangible personal property. Questions might arise in the context of administering an Estate, however, as to...more

An S Corporation’s Sale of Real Property Following the Death of Its Shareholder

Rivkin Radler LLP on 5/31/2022

Don’t Do It- There are certain generally accepted “dos and don’ts” of which almost every investor is certainly aware. For example, do not put all your eggs in one basket; if an investment seems too good to be true, stay...more

Prince and Michael Jackson: Steps to Minimize Future Estate Tax on Unique, Hard to Value Assets

Bowditch & Dewey on 2/25/2022

The estate tax settlement for Prince’s estate and the 250-page U.S. Tax Court judgment in the Michael Jackson estate tax dispute show the challenges taxpayers or their estates can face when valuing intangible and unique...more

Planning for Retirement: How Attractive is Massachusetts for Estate Tax Planning?

Bowditch & Dewey on 10/5/2020

Massachusetts is already an unattractive state of residency from an estate tax planning perspective because of its low estate tax filing threshold of $1,000,000 per person. Once a person’s adjusted taxable estate is over $1M...more

Court Holds That Devise Of “Personal Property” In A Will Included Tangible And Intangible Property, Including Money In Bank...

Winstead PC on 3/12/2020

In In re Estate of Debra E. Hunt v. Arabia Vargas, a trial court granted summary judgment interpreting a will to devise a large share of the testatrix’s personal property to her life partner. No. 01-19-00216-CV, 2020 Tex....more

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