News & Analysis as of September 20, 2024

Surviving Spouse

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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 -

Disclaiming to Save Taxes

Rivkin Radler LLP on 11/6/2023

It’s not enough for the founder of a closely held business to have successfully established the business. The business has to grow, not only to increase profits, but also to make it more competitive and to diversify its...more

Divorcing the Wealthy is Often a Matter of “Trusts”

Fox Rothschild LLP on 7/27/2023

I received a call recently from a colleague looking to refer a client for a divorce. Our firm had done estate planning for the client and spouse, thus we were not eligible to represent either party in a marital break up as...more

Income Tax Cost Basis Planning

McNees Wallace & Nurick LLC on 11/27/2013

Prior to the recent and significant increases in the federal estate tax exemption amount, many clients engaged in planning the purpose of which was to ensure the use of both spouses’ exemption amount through the use of a...more

Florida Homestead Planning and Irrevocable Trusts

BakerHostetler on 9/30/2013

Florida law prohibits the devise of a homestead if the owner is survived by a minor child or children. For purposes of this prohibition, the term “devise” extends to both gifts under a will and transfers by way of a revocable...more

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Estate Planning › Irrevocable Trusts › Surviving Spouse

Disclaiming to Save Taxes

Divorcing the Wealthy is Often a Matter of “Trusts”

Income Tax Cost Basis Planning

Florida Homestead Planning and Irrevocable Trusts

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