Estate and Elder Law

Recent Posts

McNees Wallace & Nurick LLC: Tax-Advantage Charitable Giving
Posted on 18 May 2012 by McNees Wallace & Nurick LLC

By David M. Watts, Jr. If you are charitably inclined, there are tax-advantaged ways to make a gift to a favorite charity while enjoying the income from that gift for your lifetime. Many educational and charitable organizations offer plans that combine... Read More

Williams Mullen: Wealth Transfer Planning in 2012: Perfect Storm of Opportunity
Posted on 24 Apr 2012 by Williams Mullen

BY: FARHAD AGHDAMI 2012 may present the single greatest opportunity for wealth transfer planning in recent memory. A $5.12 million gift tax exemption, combined with low interest rates and historically low valuations for many asset classes, creates... Read More

Morrison & Foerster LLP: Making Gifts Using Defined Value Clauses: Not Necessarily Void as Against Public Policy
Posted on 21 Aug 2012 by Morrison and Foerster LLP

By Danielle T. Zaragoza, Esq ., Morrison & Foerster LLP Given the relatively large federal gift tax applicable exclusion amount available for taxable gifts in 2011 and 2012, many clients have made or are considering making significant gifts... Read More

Morrison & Foerster LLP: Gift Tax Planning Opportunities: The Window Is Closing
Posted on 24 Apr 2012 by Morrison and Foerster LLP

By Genevieve M. Moore & Richard S. Kinyon , Morrison & Foerster LLP As reported in this space over the last several months, there has been unprecedented upheaval in the federal transfer tax world in the last few years. One element of this... Read More

Properly Reporting Gifts
Posted on 8 Jun 2012 by John Dedon

As 2013 approaches, there will be a flurry of activity by wealthy individuals seeking to take advantage of a gift tax exemption of $5,120,000, that will decrease to only $1 million in 2013. Taxpayers often gift closely held business interests or real... Read More

Morrison & Foerster LLP: Gift Tax Planning Opportunities: The Window Is Closing
Posted on 24 Apr 2012 by Morrison and Foerster LLP

By Genevieve M. Moore & Richard S. Kinyon , Morrison & Foerster LLP As reported in this space over the last several months, there has been unprecedented upheaval in the federal transfer tax world in the last few years. One element of this was... Read More

Williams Mullen: Wealth Transfer Planning in 2012: Perfect Storm of Opportunity
Posted on 24 Apr 2012 by Williams Mullen

BY: FARHAD AGHDAMI 2012 may present the single greatest opportunity for wealth transfer planning in recent memory. A $5.12 million gift tax exemption, combined with low interest rates and historically low valuations for many asset classes, creates an... Read More

McNees Wallace & Nurick LLC: Tax-Advantage Charitable Giving
Posted on 18 May 2012 by McNees Wallace & Nurick LLC

By David M. Watts, Jr. If you are charitably inclined, there are tax-advantaged ways to make a gift to a favorite charity while enjoying the income from that gift for your lifetime. Many educational and charitable organizations offer plans that combine... Read More

The John Edwards Case - What About Gift Taxes?
Posted on 14 May 2012 by Gregory Herman-Giddens

Yesterday [May 8th] I blogged about North Carolina's controversial Amendment One, which ended up passing by a large margin. I also have some thoughts about another matter in the headlines - the John Edwards trial. I have not been following the case... Read More

Power to Substitute & End of Year Planning
Posted on 4 Oct 2012 by David R. Schoenhaar

By: David R. Schoenhaar, Esq.* If you are currently planning for clients to use the historically high gift tax exemption amount before the end of the year, you are becoming acutely aware that time is running out. Whether it is the appraisal companies... Read More

Properly Reporting Gifts
Posted on 8 Jun 2012 by John Dedon

As 2013 approaches, there will be a flurry of activity by wealthy individuals seeking to take advantage of a gift tax exemption of $5,120,000, that will decrease to only $1 million in 2013. Taxpayers often gift closely held business interests or real... Read More

The John Edwards Case - What About Gift Taxes?
Posted on 14 May 2012 by Gregory Herman-Giddens

Yesterday [May 8th] I blogged about North Carolina's controversial Amendment One, which ended up passing by a large margin. I also have some thoughts about another matter in the headlines - the John Edwards trial. I have not been following the case... Read More

Morrison & Foerster LLP: Making Gifts Using Defined Value Clauses: Not Necessarily Void as Against Public Policy
Posted on 3 Sep 2012 by Morrison and Foerster LLP

By Danielle T. Zaragoza, Esq ., Morrison & Foerster LLP Given the relatively large federal gift tax applicable exclusion amount available for taxable gifts in 2011 and 2012, many clients have made or are considering making significant gifts... Read More