News & Analysis as of September 24, 2024

Estate Tax

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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 -

Estate Planning and Business Transition Considerations for Year-End Preparations

Schwabe, Williamson & Wyatt PC on 9/29/2023

As we enter the homestretch of 2023, it’s the perfect time to reexamine plans and action items. There are plenty of items to address, and it’s best to do so sooner rather than later. When you review year-end estate planning...more

To Give or Not to Give: Considerations for Year-End Gifting

Cohen Seglias Pallas Greenhall & Furman PC on 1/14/2021

Presented by Cohen Seglias attorney Whitney Patience O'Reilly on December 15, 2020. As we approach the end of the year, individuals face decisions about whether or not to gift money and the potential ramifications for any...more

To Do: Year-End Gifting – Check (or not)

BCLP on 12/22/2020

With the end of the year approaching, we thought now would be a good time to re-post and update our annual blog entry on gifting. For 2021, the annual exclusion gift amount will remain the same as 2020’s at $15,000, but...more

[Webinar] To Give or Not to Give: Considerations for Year-End Gifting - December 15th, 12:00 pm - 12:30 pm ET

Cohen Seglias Pallas Greenhall & Furman PC on 12/8/2020

As we approach the end of the year, individuals face decisions about whether or not to gift money and the potential ramifications for any gifts they make now or in the future. Join Whitney O’Reilly in this interactive webinar...more

Maximizing End-of-Year Charitable Giving

Bowditch & Dewey on 11/25/2020

As the holiday season approaches, people are thinking about giving to charitable organizations. As a donor, you can be both philanthropic and tax-efficient in your charitable giving. Estate Planning - One way to give is...more

Personal Planning Strategies - October 2020

Proskauer Rose LLP on 10/7/2020

Top Ten Estate Planning Recommendations before the End of 2020 - If you have not already been inundated with invitations to webinars, articles and newsletters regarding the estate planning you should consider doing before...more

Estate Planning Considerations For Year End 2020

Goodwin on 9/30/2020

As the 2020 United States election and the end of the year approach, you may wish to consider making changes to your estate plan and/or making gifts to transfer assets to younger generations now. ...more

Insight on Estate Planning - Year End 2019: IDGT: This trust is supposed to “fail”

Adler Pollock & Sheehan P.C. on 12/5/2019

Trusts come in all shapes and sizes. However, from an income tax perspective, there are basically two types: grantor trusts and nongrantor trusts. An intentionally defective grantor trust (IDGT) has the best attributes of...more

2019 Year-End Private Wealth Advisory

Katten Muchin Rosenman LLP on 11/26/2019

In 2019, the Tax Cuts and Jobs Act (the Act) and its resulting tax reform continued to dominate the planning landscape. As outlined in our 2018 Year-End Estate Planning Advisory, the Act made significant changes to individual...more

To Do: Year-End Gifting. Check (or not)

BCLP on 12/21/2018

With the end of the year approaching, we thought now would be a good time to re-post and update our annual blog entry on gifting. For 2019, the annual exclusion gift amount will remain the same as 2018’s at $15,000, but...more

2018 Year-End Estate Planning Update

Verrill on 12/4/2018

Federal Transfer Taxes - The Internal Revenue Service has announced the annual inflation adjustments for the 2019 tax year... Federal unified gift and estate tax exclusion increasing to $11,400,000: As of January 1,...more

Insight on Estate Planning - Yearend 2018

Adler Pollock & Sheehan P.C. on 12/3/2018

In This Issue: - Don’t be afraid of probate - Smart estate planning begins with protecting your assets - Thinking long term: Don’t overlook long-term care planning - ESTATE PLANNING PITFALL: You’re not making direct...more

Unified Credit for Estates & Annual Exclusions for Gifts Increased for 2018

Tucker Arensberg, P.C. on 10/20/2017

The IRS announced that the Unified Credit for Estates and Annual Exclusion for Gifts will be higher in 2018. Unified Credit Against Estate Tax. For an estate of any decedent dying in calendar year 2018, the basic...more

2016 Year-End Trusts & Estates Update

Patterson Belknap Webb & Tyler LLP on 12/19/2016

As 2016 comes to a close, we would like to share with you a number of recent developments affecting trust and estate planning that may be of interest: Final regulations restricting valuation discounts unlikely to be...more

2013 Year-End Estate Planning Advisory

Katten Muchin Rosenman LLP on 11/29/2013

In this issue - - Federal Estate, GST and Gift Tax Rates - Annual Gift Tax Exclusion - Federal Income Tax Rates - President’s Budget Proposal for Fiscal Year 2014 - Important Planning...more

DID YOU KNOW? News You Need Now From Perkins Coie's Family Office Services Group

Perkins Coie on 10/25/2013

Welcome to the Family Office Services Group's new update series "Did You Know?" It is an easy-to-read, timely and brief focus on legal issues and developments facing you and Family Offices throughout the year. ...more

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