Qualified Personal Residence Trust

News & Analysis as of

Protecting your real estate assets

When preparing an estate plan, asset protection for real estate is particularly challenging, because it’s the only asset that can’t be moved. Gifting it is one option, but this leaves the property exposed to creditors. This...more

A Review of the Qualified Personal Residence Trust (QPRT) in Estate Planning

At the end of the 20th century, real estate values were growing at phenomenal rates with no end in sight. By the end of 1999, the S&P 500 featured an astounding five-year average annual return of 28.56%. For the 2000...more

2012 Year-End Estate Planning Advisory

Now that the election is over, we anticipate having some guidance soon with respect to the numerous tax and planning issues that have been mired in uncertainty for the past two years. Many tax benefits are scheduled to...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

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

Estate Planner - July/August 2012

In This Issue: - Is your estate plan flexible? Estate tax law uncertainty requires options - No time like the present: With favorable estate tax and real estate environments, use a QPRT to give away your home -...more

Extraordinary Estate and Gift Tax Planning Window Might Close Before the End of the Year

The very favorable estate and gift tax planning environment that currently exists could be nearing an end. This Client Alert will have special interest to anyone who has a sizable estate and wants to minimize their family’s...more

Gift Tax Planning Opportunities: The Window is Closing

As our clients know from our prior alerts, the last few years have seen unprecedented changes in the federal tax on gifts and bequests. One element of this was the unexpected increase in the federal gift and estate tax...more

Gift & Estate Tax Exemptions from Tax Relief Act of 2010 Expiring 12/31/12 - Generation Skipping Transfer Tax (GST) - By Pat...

2012 Wealth Transfers - Trusts & Estates Law Alert The Sun Sets on 12/31/12 February 27, 2012 By: Meyer, Suozzi, English & Klein's Trusts, Wills and Estates Attorney Patricia Galteri Time flies The favorable...more

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