Trusts › Estate Tax

Insight on Estate Planning - February/March 2013: Estate Planning Pitfall - Transferring home ownership to your children

Many people mistakenly believe they can transfer their home to their children while retaining the right to continue living in it for the rest of their life, and remove a substantial portion of the home’s value from their...more

Termination of Credit Shelter Trusts

As discussed in a previous article, due to higher estate tax exemption, certain trusts previously established for purposes of avoiding estate taxes under the estate plan of a predeceased spouse may no longer be necessary in...more