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#AssetProtection: Risks and Opportunities for Your Clients Under President-Elect Trump

As always, flexibility is key: Recommend cautious optimism. The elimination of the estate tax in particular is likely to be welcome news to your higher net worth clients, but the proposal may be subject to opposition or compromise in Congress. This compromise could...

#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...

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