Search
Searching Content indexed under Wills/ Intestacy/ Estate Planning by Albert Gortz ordered by Published Date Descending.
Links to Result pages
 
1 2  
>>Next
 
Title
Country
Organisation
Author
Date
1
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
2
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
3
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
4
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
5
Wealth Management Update - May 2018
These same rates are used in connection with sales to defective grantor trusts.
United States
28 Jun 2018
6
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
7
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
8
Wealth Management Update - December 2017
These same rates are used in connection with sales to defective grantor trusts.
United States
13 Dec 2017
9
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
10
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
11
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
12
Wealth Management Update (May 2017)
The May § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 2.4%, down 0.2% from April.
United States
9 May 2017
13
Personal Planning Strategies - December 2016
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
9 Dec 2016
14
Wealth Management Update - October 2016
The October Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 1.6%, up 0.2% from September.
United States
3 Oct 2016
15
Wealth Management Update - September 2016
Clients also should continue to consider refinancing existing intra-family loans.
United States
1 Sep 2016
16
Personal Planning Strategies - August 2016
Low interest rates can create wealth transfer opportunities. For various wealth transfer techniques, the IRS assumes that a certain minimum interest rate is in effect, known as the applicable federal rate...
United States
2 Aug 2016
17
Wealth Management Update - July 2016
The July § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 1.8%, which has remained constant since March.
United States
29 Jun 2016
18
Wealth Management Update - June 2016
The June § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 1.8%, which has remained constant since March.
United States
2 Jun 2016
19
Wealth Management Update - February 2016
On January 29, 2016, the IRS promulgated the final version of the new Form 8971 and its accompanying instructions.
United States
9 Feb 2016
20
Personal Planning Strategies - December 2015
Tax Exemption Inflation Increases for 2016
United States
11 Dec 2015
Links to Result pages
 
1 2  
>>Next