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Searching Content indexed under Wealth Management by N. Todd Angkatavanich ordered by Published Date Descending.
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Mark To Market Freezes - Freeze Planning In An Estate Tax-Free Environment
In the wake of the 2016 Presidential election and the unexpected November Surprise election of Donald J. Trump, who has indicated an intention to repeal the 'death tax,' the estate planning community is trying to digest exactly what a repeal of the estate tax would look like, ..
UK
19 Nov 2016
2
Tax Court Decision Clarifies Treatment of Intergenerational Split-Dollar Life Insurance Arrangement
Taxpayers and tax planners scored a big win in the April 13, 2016, Tax Court decision Morrissette v. Commissioner (146 T.C. No.11). The decision clarified the treatment of an intergenerational split-dollar life insurance arrangement, removing doubts regarding a planning strategy which some practitioners found too risky due to the uncertainty of treatment.
UK
24 May 2016
3
Market Turmoil Creates Planning Opportunities
An individual creates a GRAT by transferring assets into an irrevocable trust and retains the right to an annuity payment from the trust for a specific period of years.
UK
18 Feb 2016
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