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Some attorneys are working feverishly to get clients’ assets into a specialized trust before proposed federal legislation eliminates the provisions that have made it so popular as a means of significantly reducing taxes.
In May 1976, radio broadcaster Paul Harvey began a series of five-minute vignettes entitled The Rest of the Story. It was so popular that it continued until his death in 2009 a span of 33 years! He would recite what everyone and then (after a...
Choosing among various charitable-giving options can be a challenging proposition for your clients. The most common options are creating a private foundation (PF), contributing to a donor-advised fund (DAF) or making an outright donation. If your...
Estate planning in the context of second marriages is increasingly common and necessary in the evolving world in which we practice. Estate-planning techniques that are effective for spouses in first marriages may be unsuited when applied to...
In the ongoing family limited partnership (FLP) battle between taxpayers and the Internal Revenue Service, taxpayers have been able to achieve some significant victories over the past two years in the Tax Court, particularly in the face of IRS...
