June 15, 2022 •
Estate Planning Grantor retained annuity trusts, intentionally defective grantor trusts, spousal lifetime access trusts, oh my! If you overhear two estate planning attorneys at a coffee shop, it would not be unreasonable to think that all clients have estate plans filled with trusts.
Read MoreJune 23, 2021 •
Estate Planning Right now, gifts to trusts can take advantage of high tax exemptions and remove future appreciation of assets from taxable estates. One example available to spouses is making a gift to a trust that allows for a qualified terminable interest property (QTIP) election.
Read MoreJune 1, 2021 •
Estate Planning These spousal trusts are garnering attention as estate and gift tax exemptions are poised for overhaul.
Read MoreJanuary 29, 2021 •
Estate Planning Early in 2021, you should communicate with your advisers and review several items about your 2020 planning, if that planning is to have any likelihood of succeeding.
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