Estate and Elder Law

Recent Posts

Primary Tax Considerations in Planning for Succession to Family Homes
Posted on 9 Aug 2010 by Nancy G. Henderson

Estate planning for the succession to family properties requires careful consideration of a number of complicated, and sometimes conflicting, tax laws. In this Analysis, Nancy G. Henderson discusses primary tax considerations in estate planning for... Read More

Tax Court Memo 2010-104: A New IRS Tool for Valuing Gifts of Undivided Interests in Real Property
Posted on 21 Jun 2010 by Genevieve M. Moore, Esq.

A recent Tax Court decision has caught the attention of estate planners and appraisers because of its implications for gifts of undivided interests in real property. The case at issue is Ludwick v. Comm'r, T.C. Memo 2010-104 (May 10, 2010) . In... Read More

New Federal Tax Legislation Impacting Florida Estate Planning
Posted on 29 Apr 2010 by Marc Soss

The months of March and April 2010 have brought new tax legislation that increases Federal taxes on both high and lower income taxpayers. The following is a brief overview of the new tax provisions and potential future legislation which would adversely... Read More

Primary Tax Considerations in Planning for Succession to Family Homes
Posted on 9 Aug 2010 by Nancy G. Henderson

Estate planning for the succession to family properties requires careful consideration of a number of complicated, and sometimes conflicting, tax laws. In this Analysis, Nancy G. Henderson discusses primary tax considerations in estate planning for family... Read More

Tax Court Memo 2010-104: A New IRS Tool for Valuing Gifts of Undivided Interests in Real Property
Posted on 21 Jun 2010 by Genevieve M. Moore, Esq.

A recent Tax Court decision has caught the attention of estate planners and appraisers because of its implications for gifts of undivided interests in real property. The case at issue is Ludwick v. Comm'r, T.C. Memo 2010-104 (May 10, 2010) . In Ludwick... Read More