What’s a clawback ? and should you be worried about it?
By temporarily doubling the gift and estate tax exemption amount, the Tax Cuts and Jobs Act created an historic opportunity for affluent families to shelter wealth...more
10/4/2019
/ Art Collections ,
Clawbacks ,
Disabled Children ,
Elder Care ,
Elder Issues ,
Estate Planning ,
Estate Tax ,
Estate-Tax Exemption ,
Fine Art ,
Gift Tax ,
Gift-Tax Exemption ,
IRS ,
Proposed Regulation ,
Tax Cuts and Jobs Act ,
Tax Planning
Is silence golden?
The good and the bad of keeping your trust a secret -
It’s common for parents to set aside money or other assets in trust for their children or grandchildren. At the same time, many parents agonize...more
8/13/2019
/ Asset Management ,
Beneficiaries ,
Capital Gains ,
Elder Care ,
Elder Issues ,
Estate Planning ,
Estate Tax ,
Inheritance ,
Qualified Opportunity Funds ,
Trust Administration ,
Trusts
Below is a brief glance of what you'll find in the July/August 2019 issue of The Estate Planner.
SLATs offer an estate planning safety net -
Can multiple trusts be used to maximize the pass-through deduction? -...more
Shumaker is pleased to present the May/June 2019 issue of The Estate Planner.
In it we discuss:
- How can you mend a broken trust? Try decanting
- Now may be the time to forgive intrafamily loans
-...more
The Florida Fiduciary Access to Digital Assets Act (the “Act”) took effect as of July 1, 2016. The digital world is growing at an exponential rate. The Act provides much needed guidance for digital asset owners of how they...more