Latest Publications


IRS Proposes Regulations to Limit Strategy to Avoid Estate Tax

The IRS has issued a notice of proposed regulations to limit the valuation discounts individuals have been afforded when they engage in certain types of intra-family transfers involving their family owned corporation or...more

Plan Ahead to Avoid or Minimize US Estate Tax

If you are not a US resident or a US citizen and are considering buying assets in the US, there are ways to avoid or minimize US estate tax on those assets. ...more

New Gun Trusts Laws Take Effect July 13, 2016

Firearms such as short-barreled rifle or shotguns, silencers or suppressors, and machine guns (i.e., Title II firearms) are regulated by the federal government as to their purchase, transfer and manufacture. ...more

2/10/2016  /  Firearms , Gun Laws

Florida Supreme Court Settles Probate Creditor Claim Conflict

On October 1, 2015 the Florida Supreme Court held in Jones v. Golden that if a creditor of a probate estate is reasonably ascertainable and they never received a copy of the notice to creditors from the personal...more

Think Twice Before Adding Your Child to Your Bank Account

Adding a responsible adult child to mom’s bank account to give the child access to funds to pay bills and expenses for mom as she gets older seems harmless enough, right? After all, mom really needs the help and the account...more

New Florida Statute Permits UTMA Accounts To Age 25

A Uniform Transfers to Minors Act (UTMA) account is a custodial account established for the benefit of a minor. The property in an UTMA account belongs to the minor but is controlled by a custodian until the UTMA account...more

8/31/2015  /  UTMA

New Florida Guardianship Law Takes Effect July 1, 2015

Florida will have a new Guardianship Law effective July 1, 2015. A couple of the more interesting portions include: If a person initiates a judicial proceeding to determine an individual’s incapacity the Power of...more

Estate Planning for Non-U.S. Citizens

In This Presentation: - Basic Rules - Determination of Residency for Estate Tax purposes - Tax Rules - Estate and Gift Tax Treaties - Asset Situs Rules - Taxation of Life Insurance...more

What happens to your online digital accounts at death?

More online digital companies are providing users the ability to control what happens to their accounts after death. For example, Facebook now allows you to name a “legacy contact” to manage your Facebook page after...more

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