News & Analysis as of

Still Clear as Mud: The Election’s Impact on Estate and Gift Tax Policy

Just two days ago, Barack Obama was re-elected as President. In addition, the Republican Party retained control of the House of Representatives, while the Democratic Party retained control of the Senate....more

You “Built” It, So Don’t Lose It! Estate Tax Laws to Change Dramatically on December 31, 2012

At the end of 2010, Congress passed, and President Obama signed into law, significant changes in the estate, gift and generation-skipping transfer (“GST”) tax regime. The 2010 tax legislation extended the so-called “Bush Tax...more

Time is Running Out on Historic Estate Planning Opportunity

THE OPPORTUNITY: On December 17, 2010, Congress and President Obama set the exemption from gift tax at $5 million (adjusted by cost-of-living factors; for 2012, the exemption amount is $5.12 million). This exemption had never...more

2012 Year-End Income, Estate & Gift Tax Planning

With 2012 drawing to a close, many Americans may see the end of “Bush-era” income tax cuts as well as significant estate and gift tax reductions, the loss of which will dramatically affect their tax liability in 2013 and...more

Take Advantage of Current Estate Planning Opportunities

The last three years have witnessed substantial changes in federal estate and gift tax laws and more changes are undoubtedly coming. Such changes offer a number of opportunities for clients to achieve their estate planning...more

Estate Planning 2012 - What Changes Should Be Made to Your Estate Plan?

With the uncertainty in the Estate Tax and Gift Tax Laws, coupled with an election cycle, many people are faced with the decision of what approach is best for both their estate plan and tax savings strategies in 2012. There...more

2012 Wealth Transfer Tax Laws: The Window of Opportunity is Rapidly Closing

The window of opportunity to take advantage of the currently applicable wealth transfer tax laws is rapidly closing, and once shut, it is possible that we may never see such generous estate planning opportunities again. ...more

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