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#AssetProtection: #EstatePlanning Attorney to Use Time Travel in New Post-Mortem Planning Service

Wouldn’t it be nice to be able to go back and fix an estate plan before death or incapacity of the grantor? Protective Law Corporation will be very pleased to offer such post-mortem estate planning, and we will add it to our pricing sheet just as soon as the...

#AssetProtection: The Nine Types of Private Equity

You’re likely familiar with the basics of private equity investing: PE funds invest in private companies and other assets with the aim of later selling their stakes at a profit, typically after five to seven years. The term “private equity” encompasses a wide variety...

#AssetProtection: Urgent — A lot of families may soon get whipsawed on estate tax (PERFECT STORM)

Tell a friend, please — you may have seen me and other estate planning attorneys blogging recently on proposed changes to Section 2704 regulations taking effect at the end of this year. While these changes affect the kind of estate tax avoidance planning that we...

#AssetProtection: IRS Issues New Rev Proc 2016-49 Supporting Use of Clayton Election

Good news! The IRS just issued, moments ago, a new Revenue Procedure 2016-49, modifying Rev Proc 2001-48, removing a possible grey area in the use of the so-called Clayton election for flexible and comprehensive post-mortem (i.e., portability and reverse QTIP) tax...