News & Analysis as of September 19, 2024

Gift 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 -

Estate Planning and Business Transition Considerations for Year-End Preparations

Schwabe, Williamson & Wyatt PC on 9/29/2023

As we enter the homestretch of 2023, it’s the perfect time to reexamine plans and action items. There are plenty of items to address, and it’s best to do so sooner rather than later. When you review year-end estate planning...more

[Webinar] Year End Estate Planning - December 13th, 3:00 pm - 4:00 pm PST

Stark & Stark on 11/29/2022

Robert F. Morris, Esq. will lead a discussion on important end of year estate planning topics, including: - End of year gifting including annual exclusion gifts; - Strategies for larger gifts; - Charitable gift...more

[Webinar] Year End Estate Planning - December 13th, 9:00 am - 10:00 am PST

Stark & Stark on 11/29/2022

Issues to Consider for Estate Planning and Business Transitions Before Year-End

Schwabe, Williamson & Wyatt PC on 10/18/2022

With the end of the year just around the corner, it’s a good time to reassess plans and action-items. When reviewing your year-end estate planning or business transition concerns, there are several things to contemplate and...more

Some Estate Planning and Business Transition Issues Not to Overlook Before 2021 Year-End

Schwabe, Williamson & Wyatt PC on 9/27/2021

As we enter the final quarter of 2021, there are many things still to do and plan for before the end of the year. There are also some timing considerations given proposed legislative changes and the lead time needed to...more

To Give or Not to Give: Considerations for Year-End Gifting

Cohen Seglias Pallas Greenhall & Furman PC on 1/14/2021

Presented by Cohen Seglias attorney Whitney Patience O'Reilly on December 15, 2020. As we approach the end of the year, individuals face decisions about whether or not to gift money and the potential ramifications for any...more

To Do: Year-End Gifting – Check (or not)

BCLP on 12/22/2020

With the end of the year approaching, we thought now would be a good time to re-post and update our annual blog entry on gifting. For 2021, the annual exclusion gift amount will remain the same as 2020’s at $15,000, but...more

[Webinar] To Give or Not to Give: Considerations for Year-End Gifting - December 15th, 12:00 pm - 12:30 pm ET

Cohen Seglias Pallas Greenhall & Furman PC on 12/8/2020

As we approach the end of the year, individuals face decisions about whether or not to gift money and the potential ramifications for any gifts they make now or in the future. Join Whitney O’Reilly in this interactive webinar...more

Estate Planning and Business Transition Issues Not to Overlook Before the Year-End

Schwabe, Williamson & Wyatt PC on 10/7/2020

Believe it or not, we are now in the final stretch of 2020. There are many things still to do and plan for before the end of the year. When reviewing your year-end estate planning or business transition concerns, there are...more

Estate Planning Considerations For Year End 2020

Goodwin on 9/30/2020

As the 2020 United States election and the end of the year approach, you may wish to consider making changes to your estate plan and/or making gifts to transfer assets to younger generations now. ...more

To Do: Year-End Gifting. Check (or not)

BCLP on 12/21/2018

With the end of the year approaching, we thought now would be a good time to re-post and update our annual blog entry on gifting. For 2019, the annual exclusion gift amount will remain the same as 2018’s at $15,000, but...more

Insight on Estate Planning - Yearend 2018

Adler Pollock & Sheehan P.C. on 12/3/2018

In This Issue: - Don’t be afraid of probate - Smart estate planning begins with protecting your assets - Thinking long term: Don’t overlook long-term care planning - ESTATE PLANNING PITFALL: You’re not making direct...more

Unified Credit for Estates & Annual Exclusions for Gifts Increased for 2018

Tucker Arensberg, P.C. on 10/20/2017

The IRS announced that the Unified Credit for Estates and Annual Exclusion for Gifts will be higher in 2018. Unified Credit Against Estate Tax. For an estate of any decedent dying in calendar year 2018, the basic...more

2016 Year-End Trusts & Estates Update

Patterson Belknap Webb & Tyler LLP on 12/19/2016

As 2016 comes to a close, we would like to share with you a number of recent developments affecting trust and estate planning that may be of interest: Final regulations restricting valuation discounts unlikely to be...more

Year End Gifting

Farrell Fritz, P.C. on 12/13/2016

Each December I usually write about year-end gifting, as now is the time that many people think about gifting to loved ones, especially with the holidays upon us. In addition to making you, as well as the beneficiary of your...more

2013 Year-End Estate Planning Advisory

Katten Muchin Rosenman LLP on 11/29/2013

In this issue - - Federal Estate, GST and Gift Tax Rates - Annual Gift Tax Exclusion - Federal Income Tax Rates - President’s Budget Proposal for Fiscal Year 2014 - Important Planning...more

DID YOU KNOW? News You Need Now From Perkins Coie's Family Office Services Group

Perkins Coie on 10/25/2013

Welcome to the Family Office Services Group's new update series "Did You Know?" It is an easy-to-read, timely and brief focus on legal issues and developments facing you and Family Offices throughout the year. ...more

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