A recent decision out of New Jersey Estate of Stevenson v. Director, Division of Taxation1 illustrates a novel issue arising under the decoupled estate tax systems adopted by many states: the potential imposition of state death taxes on federal...
Congress is considering a law that would kill the family limited partnership as an estate-planning strategy. But there are less draconian ways to eliminate perceived abuses
Wall Street types might be wise to eat their own cooking. For more, go to VonAldo.com, the new blog by David A. Geracioti, Registered Rep. editor-in-chief.
As estate-planning attorneys, we often find ourselves forced to act as family counselors for our clients despite our lack of formal training for this role
You'd think that with interest rates at historic lows, assets highly undervalued and the prospect of a permanent estate tax, we estate planners would be deep in tax-planning sessions with clients
It seems counterintuitive, but qualified personal residence trusts (QPRTs) can make a lot of sense now. QPRTs are generally not considered effective in a low interest rate environment.
