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1
Wealth Management Update - October 2019
October 2019 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts
United States
7 Oct 2019
2
Wealth Management Update - August 2019
Important federal interest rates continued to drop for August 2019.
United States
12 Aug 2019
3
Wealth Management Update - July 2019
The Supreme Court ruled unanimously on June 21, 2019, that a trust beneficiary's residence in a State, standing alone, is not sufficient for that State to impose income tax on that trust.
United States
12 Jul 2019
4
Wealth Management Update - April 2019
The April § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 3.0%, which is a decrease from the March rate of 3.2%.
United States
29 Apr 2019
5
Wealth Management Update - December 2018
Important federal interest rates continue to rise.
United States
10 Dec 2018
6
Personal Planning Strategies - December 2018
The estate and gift tax regimes have been permanent and unified since the passage of The American Taxpayer Relief Act of 2012 (the "2012 Act").
United States
29 Nov 2018
7
Wealth Management Update - November 2018
These same rates are used in connection with sales to defective grantor trusts.
United States
9 Nov 2018
8
Wealth Management Update - October 2018
The October § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 3.4%, down slightly from 3.44% in September.
United States
10 Oct 2018
9
Personal Planning Strategies
The Personal Planning Strategies Newsletter provides articles addressing the latest statutory changes and developments affecting retirement, estate, insurance and tax planning, as well as cutting-edge corporate, real estate and tax concepts.
United States
11 Sep 2018
10
Should I Stay Or Should I Go (To Florida) - A Guide On Changing Domicile: Tax, Estate Planning & Other Considerations
Every person has a domicile. This rarely-considered fact has far-reaching consequences, including where and how an individual is taxed.
United States
16 Aug 2018
11
Wealth Management Update July 2018
July Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-family Loans and Split Interest Charitable Trusts (Rev. Rul. 2018-16)
United States
11 Jul 2018
12
Wealth Management Update - May 2018
These same rates are used in connection with sales to defective grantor trusts.
United States
28 Jun 2018
13
Wealth Management Update - March 2018
The March § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 3.0%, up 0.2% from February.
United States
8 Mar 2018
14
The New Estate Tax Law – Here Today, Gone Tomorrow
On December 22, 2017, the Tax Cuts and Jobs Act (the "Act") was signed into law. The Act implements a variety of significant tax reforms. Pertinent to estate, gift ...
United States
21 Feb 2018
15
Wealth Management Update - December 2017
These same rates are used in connection with sales to defective grantor trusts.
United States
13 Dec 2017
16
Personal Planning Strategies - December 2017
It should be noted that while the estate tax exemption is portable among spouses at death, the GST tax exemption is not portable.
United States
17 Nov 2017
17
Wealth Management Update – November 2017
The November § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 2.4%, up from 2.2% in October.
United States
1 Nov 2017
18
Wealth Management Update - September 2017
The September § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 2.4%, the same as in August.
United States
5 Sep 2017
19
Wealth Management Update - August 2017
The August § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 2.4%, up slightly from 2.2% in July.
United States
1 Aug 2017
20
Wealth Management Update - June 2017
Wealth Management Update - June 2017 - Newsletter
United States
8 Jun 2017
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