Estate and Elder Law

Recent Posts

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

Gifting in 2011
Posted on 4 Jan 2011 by David R. Schoenhaar

The legislation signed by President Obama on December 17, 2010 extending the Bush tax cuts includes provisions that significantly change the Federal estate, gift and generation-skipping transfer ("GST") tax regimes. Specifically, the new... Read More