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Dawn S. Markowitz

Dawn S. Markowitz

Legal Editor, Trusts & Estates

Dawn S. Markowitz is a legal editor at Trusts & Estates magazine. Prior to working at T&E, she was a legal editor at The National Law Journal and at the Institute for Continuing Legal Education. She was formerly a commercial litigator at Shea & Gould and Ashinoff, Ross & Korff, both in New York. She is licensed to practice law in New York.

Latest from Dawn S. Markowitz

IRS
Estate Planning
Beneficiaries’ Actions Don’t Cause Inclusion in Their Gross EstatesBeneficiaries’ Actions Don’t Cause Inclusion in Their Gross Estates
byDawn S. Markowitz
Oct 11, 2016
8 Min Read
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Estate Planning
Who’s Liable for Unpaid Estate Taxes?Who’s Liable for Unpaid Estate Taxes?
byDawn S. Markowitz
Sep 15, 2016
12 Min Read

All from Dawn S. Markowitz

IRS Issues Harsh Ruling Against Surviving Spouse Seeking to Roll Over Part of Son’s Inherited IRA
Retirement
IRS Issues Harsh Ruling Against Surviving Spouse Seeking to Roll Over Part of Son’s Inherited IRA
IRS Issues Harsh Ruling Against Surviving Spouse Seeking to Roll Over Part of Son’s Inherited IRA
Jun 6, 2016
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3 Min Read
byDawn S. Markowitz, Legal Editor
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Estate Planning
IRS Rules on Gift Tax Issues Regarding Irrevocable Trust
IRS Rules on Gift Tax Issues Regarding Irrevocable Trust
Mar 29, 2016
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10 Min Read
byDawn S. Markowitz, Legal Editor
Notice of Federal Tax Lien Filing Upheld Against Estate
Estate Planning
Notice of Federal Tax Lien Filing Upheld Against Estate
Notice of Federal Tax Lien Filing Upheld Against Estate
Mar 11, 2016
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11 Min Read
byDawn S. Markowitz, Legal Editor
Hobby Lobby cofounders David and Barbara Green
Philanthropy
Deduction for Charitable Contribution and Additional Refund Allowed
Deduction for Charitable Contribution and Additional Refund Allowed
Feb 17, 2016
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4 Min Read
byDawn S. Markowitz, Legal Editor
social-security1.jpg
Retirement
Maximize Social Security Benefits . . . Before It’s Too Late
Maximize Social Security Benefits . . . Before It’s Too Late
Feb 16, 2016
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7 Min Read
byDawn S. Markowitz, Legal Editor
Gun Trust is a “Trust” for Federal Tax Purposes
Estate Planning
Gun Trust is a “Trust” for Federal Tax Purposes
Gun Trust is a “Trust” for Federal Tax Purposes
Jan 8, 2016
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3 Min Read
byDawn S. Markowitz, Legal Editor
Gross Valuation Misstatement Penalties Upheld
Philanthropy
Gross Valuation Misstatement Penalties Upheld
Gross Valuation Misstatement Penalties Upheld
Dec 10, 2015
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5 Min Read
byDawn S. Markowitz, Legal Editor
tax refund check
Estate Planning
Income Tax Refunds Constitute Property
Income Tax Refunds Constitute Property
Nov 25, 2015
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4 Min Read
byDawn S. Markowitz, Legal Editor
Security Awareness for Taxpayers
High Net Worth
Security Awareness for Taxpayers
Security Awareness for Taxpayers
Nov 20, 2015
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1 Min Read
byDawn S. Markowitz, Legal Editor
will
Estate Planning
No Estate Inclusion Due to Court Reformations to a Trust
No Estate Inclusion Due to Court Reformations to a Trust
Nov 2, 2015
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5 Min Read
byDawn S. Markowitz, Legal Editor
Sumner Redstone
Estate Planning
Estate Not Liable for Gift Tax
Estate Not Liable for Gift Tax
Oct 28, 2015
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12 Min Read
byDawn S. Markowitz, Legal Editor
Disclaiming Trust Distributions
Estate Planning
Disclaiming Trust Distributions
Disclaiming Trust Distributions
Oct 6, 2015
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6 Min Read
byDawn S. Markowitz, Legal Editor
Donees, Executor, Trustee Liable For Unpaid Taxes
Estate Planning
Donees, Executor, Trustee Liable For Unpaid Taxes
Donees, Executor, Trustee Liable For Unpaid Taxes
Aug 26, 2015
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12 Min Read
byDawn S. Markowitz, Legal Editor
It’s Settled
Estate Planning
It’s Settled
It’s Settled
Jul 27, 2015
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9 Min Read
byDawn S. Markowitz, Legal Editor
The Equal Dignity for Married Taxpayers Act of 2015
Estate Planning
The Equal Dignity for Married Taxpayers Act of 2015
The Equal Dignity for Married Taxpayers Act of 2015
Jul 20, 2015
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2 Min Read
byDawn S. Markowitz, Legal Editor
No PLRs Forthcoming on Certain Basis Adjustments in Grantor Trusts
Estate Planning
No PLRs Forthcoming on Certain Basis Adjustments in Grantor Trusts
No PLRs Forthcoming on Certain Basis Adjustments in Grantor Trusts
Jun 16, 2015
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1 Min Read
byDawn S. Markowitz, Legal Editor
Irrevocable Gift Splitting and GST Tax Decisions
Estate Planning
Irrevocable Gift Splitting and GST Tax Decisions
Irrevocable Gift Splitting and GST Tax Decisions
Jun 9, 2015
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10 Min Read
byDawn S. Markowitz, Legal Editor
Losing an IRA’s Tax-Exempt Status
Retirement
Losing an IRA’s Tax-Exempt Status
Losing an IRA’s Tax-Exempt Status
Jun 1, 2015
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7 Min Read
byDawn S. Markowitz, Legal Editor
Supreme Court Revives Employees’ 401(k) Suit Against ERISA Fiduciary
Retirement
Supreme Court Revives Employees’ 401(k) Suit Against ERISA Fiduciary
Supreme Court Revives Employees’ 401(k) Suit Against ERISA Fiduciary
May 18, 2015
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6 Min Read
byDawn S. Markowitz, Legal Editor
Settlement Agreement Distributions Retain GST Tax-Exempt Status
Estate Planning
Settlement Agreement Distributions Retain GST Tax-Exempt Status
Settlement Agreement Distributions Retain GST Tax-Exempt Status
May 12, 2015
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7 Min Read
byDawn S. Markowitz, Legal Editor
IRA
Retirement
IRA Distributions Includible in Gross Income
IRA Distributions Includible in Gross Income
Apr 29, 2015
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3 Min Read
byDawn S. Markowitz, Legal Editor
Charitable Donation Wasn’t Substantiated
Philanthropy
Charitable Donation Wasn’t Substantiated
Charitable Donation Wasn’t Substantiated
Apr 9, 2015
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5 Min Read
byDawn S. Markowitz, Legal Editor
GST Tax Exemption Preserved in Sale of Farm
Estate Planning
GST Tax Exemption Preserved in Sale of Farm
GST Tax Exemption Preserved in Sale of Farm
Mar 4, 2015
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6 Min Read
byDawn S. Markowitz, Legal Editor
“Complete” vs. “Incomplete” for Federal Gift Tax Purposes
Estate Planning
“Complete” vs. “Incomplete” for Federal Gift Tax Purposes
“Complete” vs. “Incomplete” for Federal Gift Tax Purposes
Feb 19, 2015
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8 Min Read
byDawn S. Markowitz, Legal Editor
Trusts & Estates Mourns Douglas Moore
Real Estate
Trusts & Estates Mourns Douglas Moore
Trusts & Estates Mourns Douglas Moore
Feb 12, 2015
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1 Min Read
+1
bySusan R. Lipp - Moderator, Dawn S. Markowitzand 1 more
Trustee’s Actions Regarding Beneficiary IRAs
Retirement
Trustee’s Actions Regarding Beneficiary IRAs
Trustee’s Actions Regarding Beneficiary IRAs
Jan 22, 2015
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5 Min Read
byDawn S. Markowitz, Legal Editor
Tax Court’s Valuation is “Clear Error”
High Net Worth
Tax Court’s Valuation is “Clear Error”
Tax Court’s Valuation is “Clear Error”
Dec 9, 2014
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3 Min Read
byDawn S. Markowitz, Legal Editor
Trust Consolidation
Estate Planning
Trust Consolidation
Trust Consolidation
Dec 1, 2014
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4 Min Read
byDawn S. Markowitz, Legal Editor
Fraudulent Conveyance Claim Upheld
Wealth Planning
Fraudulent Conveyance Claim Upheld
Fraudulent Conveyance Claim Upheld
Nov 13, 2014
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5 Min Read
byDawn S. Markowitz, Legal Editor
Testamentary Power of Appointment
Estate Planning
Testamentary Power of Appointment
Testamentary Power of Appointment
Nov 3, 2014
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2 Min Read
byDawn S. Markowitz, Legal Editor
State Court Trust Reformation
Estate Planning
State Court Trust Reformation
State Court Trust Reformation
Oct 22, 2014
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5 Min Read
byDawn S. Markowitz, Legal Editor
Firm Walny Legal Group LLCCity MilwaukeeAge 38
Industry News & Trends
Wealth Advisors with Heart: Eido Walny
Wealth Advisors with Heart: Eido Walny
Sep 30, 2014
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2 Min Read
byDawn S. Markowitz, Legal Editor
Firm Wakefield Asset ManagementCity Englewood ColoAge 41
Industry News & Trends
Wealth Advisors with Heart: Shane Phillips
Wealth Advisors with Heart: Shane Phillips
Sep 30, 2014
|
3 Min Read
byDawn S. Markowitz, Legal Editor

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