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Estate Planning › Gift Tax › Tax Code

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
Adler Pollock & Sheehan P.C.

Estate Planning Pitfall: You Didn’t Retitle Assets to be Included in a Trust

Adler Pollock & Sheehan P.C. on

There are numerous benefits of using trusts in your estate plan. For example, trusts can maximize the tax code provisions shielding assets from gift and estate taxes, protect assets from the clutches of creditors or...more

Adler Pollock & Sheehan P.C.

Does Your Estate Plan Account For Generation-Skipping Transfer Tax?

Adler Pollock & Sheehan P.C. on

Does your estate plan call for making gifts to your grandchildren or other loved ones more than one generation below you? Or, perhaps to nonrelatives more than 37½ years younger than you?...more

Moritt Hock & Hamroff LLP

Estate & Gift Tax Update: Build Back Better Act

Moritt Hock & Hamroff LLP on

On September 13, the House Ways and Means Committee released a proposed plan to pay for the $3.5 trillion Build Back Better Act (the “Act”). The proposed legislation contains a variety of changes across the tax code, but the...more

Kramer Levin Naftalis & Frankel LLP

Trust and Estate Planning 2017 Year End Update

Kramer Levin Naftalis & Frankel LLP on

As we approach the end of the year, we thought you would find it useful to have the following summary of recent developments and updates that may affect your trust and estate planning....more

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