Tax Law

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Recent Posts

Using Gifts in Estate Planning
Posted on 28 Oct 2009 by Mark Jordan

Mark Jordan, Managing Partner at The Drew Law Firm, has launched a series of articles providing helpful information on estate planning through a question and answer format. Part I of the series follows. Q: Why are gifts useful in estate planning? A: Gifts... Read More

Estate Planning Idea: Would a GRAT Work for You?
Posted on 3 Jun 2009 by Richard A. Jamison

My wife and I run a small business. This may sound like a foolish thing to do but several years ago, we chose to do it. So now we work more hours each week than we did when we were with a major wirehouse, but we do it for us. We were prepared for this... Read More

How Old Was the Estate Tax When It Died?
Posted on 8 Jan 2010 by Joseph J. Thorndike

Over at the Huffington Post, Chris Kelly did a nice little send-up of the estate tax debacle. Taking his cue from the untimely death of baby-oil heiress Casey Johnson, Kelly points out that Johnson's fiance, Tila Tequila, will at least be spared a... Read More

What the Immediate Future Looks Like for the Estate Tax
Posted on 2 Jun 2009 by Patricia Tyler

For all those expecting or maybe just hoping to see a break in the estate tax in 2010, the likelihood of a zero estate tax is lessening every day. All evidence points to an extension of the estate tax at 2009 levels. President Obama’s FY2010 budget... Read More

A Dog's Life: The Helmsley Bequest (The Rest of the Story)
Posted on 18 Mar 2009 by Suzanne Solomon

Hold the gold plated Milk-bones : The trustees of The Leona M. and Harry B. Helmsley Charitable Trust have prevailed in their bid to block Leona Helmsley’s billion dollar bequest to dogs . At issue was Mrs. Helmsley’s 2004 mission statement... Read More

A Too Often Overlooked No Cost Estate Planning Step
Posted on 18 Jun 2009 by Richard A. Jamison

While pondering what esoteric and elegant bit of estate planning would make a useful tip, I was haunted by the thought, “Perhaps I am getting ahead of myself.” Discussion of an oft overlooked elementary estate planning component could be more... Read More

Death Watch on the Death Tax
Posted on 30 Nov 2009 by Christopher Bergin

Over the Thanksgiving holiday, I got into a discussion – a friendly discussion – with my brother-in-law about what he calls the death tax. He’s a forensic accountant, and he opposes what I call the estate tax because it taxes money that... Read More

Don't Die Yet, Grandpa!
Posted on 31 Dec 2009 by Christopher Bergin

According to a story in today's (December 30, 2009) Wall Street Journal , people are making life and death decisions based on the irresponsibility of Congress in allowing the estate tax, and the generation-skipping transfer tax, to expire for one... Read More

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  • Blog Post: A Dog's Life: The Helmsley Bequest (The Rest of the Story)

    Hold the gold plated Milk-bones : The trustees of The Leona M. and Harry B. Helmsley Charitable Trust have prevailed in their bid to block Leona Helmsley’s billion dollar bequest to dogs . At issue was Mrs. Helmsley’s 2004 mission statement executed in connection with the trust which directed...
  • Blog Post: What the Immediate Future Looks Like for the Estate Tax

    For all those expecting or maybe just hoping to see a break in the estate tax in 2010, the likelihood of a zero estate tax is lessening every day. All evidence points to an extension of the estate tax at 2009 levels. President Obama’s FY2010 budget assumes the estate tax will be kept at its current...
  • Blog Post: Estate Planning Idea: Would a GRAT Work for You?

    My wife and I run a small business. This may sound like a foolish thing to do but several years ago, we chose to do it. So now we work more hours each week than we did when we were with a major wirehouse, but we do it for us. We were prepared for this when we gave up our prior positions and I’m...
  • Blog Post: A Too Often Overlooked No Cost Estate Planning Step

    While pondering what esoteric and elegant bit of estate planning would make a useful tip, I was haunted by the thought, “Perhaps I am getting ahead of myself.” Discussion of an oft overlooked elementary estate planning component could be more valuable to many people. Permit me to explain...
  • Blog Post: Using Gifts in Estate Planning

    Mark Jordan, Managing Partner at The Drew Law Firm, has launched a series of articles providing helpful information on estate planning through a question and answer format. Part I of the series follows. Q: Why are gifts useful in estate planning? A: Gifts remove assets from your estate. Shrinking the...
  • Blog Post: Death Watch on the Death Tax

    Over the Thanksgiving holiday, I got into a discussion – a friendly discussion – with my brother-in-law about what he calls the death tax. He’s a forensic accountant, and he opposes what I call the estate tax because it taxes money that has already been taxed. Well, to me, that’s...
  • Blog Post: Don't Die Yet, Grandpa!

    According to a story in today's (December 30, 2009) Wall Street Journal , people are making life and death decisions based on the irresponsibility of Congress in allowing the estate tax, and the generation-skipping transfer tax, to expire for one year: 2010. This is the result of a 2001 law –...
  • Blog Post: How Old Was the Estate Tax When It Died?

    Over at the Huffington Post, Chris Kelly did a nice little send-up of the estate tax debacle. Taking his cue from the untimely death of baby-oil heiress Casey Johnson, Kelly points out that Johnson's fiance, Tila Tequila, will at least be spared a tax bill. ... Kelly's sarcasm -- directed...