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Category: Estate Planning: In General
Nest Egg Trusts
June 2015
A new arrow becoming popular in the quiver of the overall estate or financial plan designed for wealthier clients is the establishment of an offshore asset protection trust (or “APT”), commonly referred to as a “nest...
Jeff Baskies – Will the Federal Estate Tax Be Repealed? – Steve Leimberg’s Estate Planning Newsletter (PDF)
January 2015
“Spanish author George Santayana wrote: ‘Those who cannot remember the past, are condemned to repeat it.’ And so we see the past repeat with celebrity estate plans as highlighted by the public debate about James...
Taking a Closer Look at Our Living Will Forms (PDF)
January 2012
On December 17 the President signed the “The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010” (“The Tax Relief Act”). Importantly, the Tax Relief Act adopts a $5 Million Gift,...