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Year-End Tax Planning › Estate Planning

Year-End Tax Planning refers to the process of structuring assets to ensure an individual or entity receives the most favorable tax treatment under the law. Some aspects of Year-End Tax Planning include... more +
Year-End Tax Planning refers to the process of structuring assets to ensure an individual or entity receives the most favorable tax treatment under the law. Some aspects of Year-End Tax Planning include strategies to maximize deductions, defer income to a future date, take advantage of current laws before they expire at year's end, and establish certain types of specialized trusts, to name a few.  less -
Schwabe, Williamson & Wyatt PC

Estate Planning and Business Transition Considerations for Year-End Preparations

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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

Stark & Stark

[Webinar] Year End Estate Planning - December 13th, 3:00 pm - 4:00 pm PST

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Robert F. Morris, Esq. will lead a discussion on important end of year estate planning topics, including: - End of year gifting including annual exclusion gifts; - Strategies for larger gifts; - Charitable gift...more

Stark & Stark

[Webinar] Year End Estate Planning - December 13th, 9:00 am - 10:00 am PST

Stark & Stark on

Robert F. Morris, Esq. will lead a discussion on important end of year estate planning topics, including: - End of year gifting including annual exclusion gifts; - Strategies for larger gifts; - Charitable gift...more

Gerald Nowotny - Law Office of Gerald R....

How Can I Tell You?

Gerald Nowotny - Law Office of Gerald R.... on

I am on the record stating that as far as musical taste is concerned, I am a "horn band" aficionado - Tower of Power, Chicago, Blood, Sweat and Tears. By default, I am not an aficionado of folk music and ballads. Having said...more

Schwabe, Williamson & Wyatt PC

Issues to Consider for Estate Planning and Business Transitions Before Year-End

Schwabe, Williamson & Wyatt PC on

With the end of the year just around the corner, it’s a good time to reassess plans and action-items. When reviewing your year-end estate planning or business transition concerns, there are several things to contemplate and...more

Schwabe, Williamson & Wyatt PC

Some Estate Planning and Business Transition Issues Not to Overlook Before 2021 Year-End

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As we enter the final quarter of 2021, there are many things still to do and plan for before the end of the year. There are also some timing considerations given proposed legislative changes and the lead time needed to...more

Cohen Seglias Pallas Greenhall & Furman PC

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

Cohen Seglias Pallas Greenhall & Furman PC on

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

BCLP

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

BCLP on

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

Schwabe, Williamson & Wyatt PC

Estate Planning and Business Transition Issues Not to Overlook Before the Year-End - Update

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Believe it or not, we are now in the final stretch of 2020. There are many things still to do and plan for before the end of the year. When reviewing your year-end estate planning or business transition concerns, there are...more

Cohen Seglias Pallas Greenhall & Furman PC

[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

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

Bowditch & Dewey

Maximizing End-of-Year Charitable Giving

Bowditch & Dewey on

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

Schwabe, Williamson & Wyatt PC

Estate Planning and Business Transition Issues Not to Overlook Before the Year-End

Schwabe, Williamson & Wyatt PC on

Believe it or not, we are now in the final stretch of 2020. There are many things still to do and plan for before the end of the year. When reviewing your year-end estate planning or business transition concerns, there are...more

Proskauer Rose LLP

Personal Planning Strategies - October 2020

Proskauer Rose LLP on

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

Goodwin

Estate Planning Considerations For Year End 2020

Goodwin on

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

Adler Pollock & Sheehan P.C.

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

Adler Pollock & Sheehan P.C. on

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

Adler Pollock & Sheehan P.C.

Insight on Estate Planning - Year End 2019

Adler Pollock & Sheehan P.C. on

We are pleased to present the Year End 2019 issue of Insight on Estate Planning We encourage you to read through it for ideas about ways you can minimize taxes on your estate and maximize its value for your loved ones. In...more

Katten Muchin Rosenman LLP

2019 Year-End Private Wealth Advisory

Katten Muchin Rosenman LLP on

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

BCLP

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

BCLP on

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

Verrill

2018 Year-End Estate Planning Update

Verrill on

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

Troutman Pepper

Private Clients Update - Volume 2018, Issue 1

Troutman Pepper on

Year-End Reminders For 2018, the estate, gift and generation-skipping transfer tax exemption is $11.18 million per person ($22.36 million for a married couple). ...more

Adler Pollock & Sheehan P.C.

Insight on Estate Planning - Yearend 2018

Adler Pollock & Sheehan P.C. on

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

Tucker Arensberg, P.C.

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

Tucker Arensberg, P.C. on

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

Patterson Belknap Webb & Tyler LLP

2016 Year-End Trusts & Estates Update

Patterson Belknap Webb & Tyler LLP on

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

Farrell Fritz, P.C.

Year End Gifting

Farrell Fritz, P.C. on

Each December I usually write about year-end gifting, as now is the time that many people think about gifting to loved ones, especially with the holidays upon us. In addition to making you, as well as the beneficiary of your...more

Brownstein Hyatt Farber Schreck

Personal Tax and Estate Planning Considerations for the End of 2016

Brownstein Hyatt Farber Schreck on

The end of the year is always a good time for our clients to look at their personal tax and estate planning situation and consider whether to take any action before Dec. 31. This year, with the Trump administration about to...more

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