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Searching Content indexed under Wealth & Asset Management by Albert Gortz ordered by Published Date Descending.
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1
Wealth Management Update - August 2019
Important federal interest rates continued to drop for August 2019.
United States
12 Aug 2019
2
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
3
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
4
Wealth Management Update - December 2018
Important federal interest rates continue to rise.
United States
10 Dec 2018
5
Wealth Management Update - November 2018
These same rates are used in connection with sales to defective grantor trusts.
United States
9 Nov 2018
6
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
7
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
8
Wealth Management Update - May 2018
These same rates are used in connection with sales to defective grantor trusts.
United States
28 Jun 2018
9
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
10
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
11
Wealth Management Update - June 2017
Wealth Management Update - June 2017 - Newsletter
United States
8 Jun 2017
12
Wealth Management Update - February 2017
The February § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 2.6%, up 0.2% from January.
United States
13 Feb 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 (March 2016)
March Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts
United States
30 Mar 2016
20
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
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