Insight on Estate Planning - October/November 2014

Adler Pollock & Sheehan P.C.
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In This Newsletter:

- The Crummey trust: Still relevant after all these years

- Now’s the time for a charitable lead trust

- Good intentions: Don’t let asset transfers run afoul of the law

- Estate Planning Pitfall: Watch out for IRA traps

- Excerpt from The Crummey trust: Still relevant after all these years:

Traditionally, trusts used in estate planning contain “Crummey” withdrawal powers to ensure that contributions qualify for the annual gift tax exclusion. Today, the exclusion allows you to give up to $14,000 per year ($28,000 for married couples) to any number of recipients....

Please see full Newsletter below for more information.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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