News & Analysis as of September 19, 2024

Estate Tax

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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 -

Planning for the Future: Estate and Tax Planning with Digital Assets

Holland & Knight LLP on 6/10/2022

Cryptocurrencies are becoming a larger component of investors' portfolios, especially for millennials and Generation Z, who collectively make up 94 percent of cryptocurrency buyers. While it may seemingly be too early for...more

Wealth Management Update - July 2020

Proskauer Rose LLP on 7/2/2020

July 2020 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intrafamily Loans and Split-Interest Charitable Trusts - The July Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs...more

Weathering the Storm: How to Get Your Affairs in Order

Ward and Smith, P.A. on 9/28/2018

I’m writing this in Wilmington, North Carolina at a time when many in this area still are struggling after Hurricane Florence. The weekend before the storm was bright and sunny. I would have rather gone to the beach, but...more

Plan Ahead to Avoid or Minimize US Estate Tax

Lowndes on 4/7/2016

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 Basis Reporting Requirements for Executors and Beneficiaries

Goulston & Storrs PC on 3/31/2016

Recent federal legislation adds fresh compliance burdens to an old concept in federal tax law: the step-up in tax basis of appreciated property at death. New reporting requirements will apply to estates required to file a...more

Estate planning for personal property: Why you should sweat the small stuff

Adler Pollock & Sheehan P.C. on 4/8/2015

When planning their estates, most people focus on major assets, such as business interests, real estate, investments and retirement plans. But it’s also important to “sweat the small stuff” — tangible personal property. This...more

Insight on Estate Planning - April/May 2015

Adler Pollock & Sheehan P.C. on 4/7/2015

In This Issue: - Estate planning for personal property: Why you should sweat the small stuff - How flexible is your estate plan? - Avoid state income taxes with an incomplete nongrantor trust - Estate...more

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