Grantor Trusts › Gift-Tax Exemption › Year-End Tax Planning

The Dynasty Annuity — Multi-Generational Tax Deferral for High-Net-Worth Families

Originally published in Tax Management Estates, Gifts, and Trusts Journal, x, 11/08/2012. OVERVIEW - The current tax environment suffers from a lot of economic and political uncertainty. The general consensus...more

Windows of Opportunity: Year-End Gift Planning Opportunities for 2012

Although the end of the year is several months away, it is time to think about taking advantage of the generous tax savings that may be available for 2012 only. The 2010 Tax Act made significant changes to the estate,...more

Trusts & Estates Law Alert -- June 2012

Historic Estate & Gift Tax Savings Opportunities Almost Gone We are half way through 2012 and the generous tax legislation that went into effect on January 1, 2011, is scheduled to sunset on December 31, 2012, if...more