Philanthropy as a Family Affair: Using a Private Foundation to Achieve Your Charitable Goals
October 17, 2016
Trusts & Estates
Related: Susan Barrett Hecker
Clear Filter
Forming a Private Foundation in Florida
October 21, 2014
Trusts & Estates
Summary of New Estate, Gift and Generation-Skipping Transfer Tax Laws
February 1, 2011
Tax
After a decade of uncertainty, on December 17, 2010, Congress passed the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (the “Act”). The Act provides guidance to taxpayers for tax years 2010 through 2012 and presents planning opportunities during this period of time. Reminiscent of the past…
Have You Properly Funded Your Revocable Trust?
January 28, 2008
Trusts & Estates
You may have established a revocable trust for a variety of reasons – to maximize the use of both spouse’s estate tax exemption equivalents; to facilitate the management of assets during lifetime, particularly during any period of incapacity; and to avoid the necessity of probate. Following up to actually re-title…
Pension Protection Act of 2006 Brings Retirement Tax Breaks and New Restrictions on Charities
October 18, 2006
Tax
The Pension Protection Act of 2006, signed by President Bush on August 17, 2006, includes the following provisions that may be of interest to our estate planning clients: Direct Contributions of Individual Retirement Accounts to Charity During calendar years 2006 and 2007, a person age 70½ or older may make…