News & Analysis as of

Year-End Tax Planning Estate-Tax Exemption

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 -
Cohen Seglias Pallas Greenhall & Furman PC

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

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

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

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

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

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

Proskauer Rose LLP

Personal Planning Strategies - December 2014

Proskauer Rose LLP on

2015 Estate, Gift and GST Tax Update: What This Means for Your Current Will, Revocable Trust and Estate Plan - As we previously reported, the American Taxpayer Relief Act of 2012 (the "Act") made the following...more

Katten Muchin Rosenman LLP

2014 Year-End Estate Planning Advisory

In 2014, we continued to experience a period of relative stasis in our federal transfer tax system and have been able to plan without expecting imminent significant changes to the system. Under the American Taxpayer Relief...more

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