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Newsletter
January 2024 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts
REG-142338-07 – Proposed Regulations Related to Donor Advised Funds
Eileen Gonzalez et al v. Luis O. Chiong et al (Sep. 19, 2023)
IR-2023-185 (Oct 5, 2023)
New York Public Health Law amended to permit remote witnesses for health care proxies (Nov 17, 2023)
Small Business Succession Planning Act Introduced (Oct 12, 2023)
January 2024
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Newsletter
Estate, Gift and GST Tax Update
Gift Tax Update
New York Estate Planning Update
Connecticut Estate Planning Update
Massachusetts Estate Planning Update
New Jersey Estate Planning Update
Make Sure That You Take Your IRA Required Minimum Distributions by December 31, 2023
Understanding the Inflation Adjustments to the Estate, Gift and Generation-Skipping Transfer Exemption Amounts
November 2023
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Newsletter
Estate, Gift and GST Tax Update
What This Means for Your Current Will, Revocable Trust and Estate Plan
Gift Tax Update
Exploit the Gift Tax Annual Exclusion Amount
2022 Gift Tax Returns
New York Basic Exclusion Amount to Increase in 2023
Connecticut Estate Planning Update
New Jersey Estate Tax Was Eliminated on January 1, 2018
Make Sure That You Take Your IRA Required Minimum Distributions by December 31, 2022
Understanding the Inflation Adjustments to the Estate, Gift and Generation-Skipping Exemption Amounts
November 2022
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Newsletter
With Recent Court Decision, Out-of-State Owners of New York Houses Can Breathe Easier
IRS Extends Deadline for Making Portability Election
Rising Interest Rates Have Important Estate-Planning Implications
July 2022
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Newsletter
The June Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 3.6%, an increase from the May rate of 3.0%
IRS Proposes Limits on Large Gifts from Future Estates
International Estate Planning and Brussels IV
June 2022
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Newsletter
Estate, Gift and GST Tax Update: What This Means for Your Current Will, Revocable Trust and Estate Plan
Gift Tax Update
New Jersey Estate Tax Was Eliminated on January 1, 2018
New York Basic Exclusion Amount to Increase in 2022
Connecticut Estate Planning Update
Make Sure That You Take Your IRA Required Minimum Distributions by December 31, 2021
December 2021
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Newsletter
Act Now Before the Window of Opportunity Closes
October 2021
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Newsletter
Last Call for SLATs, GRATs, and the Use of the Enhanced Gift Tax Exemption?
September 2021
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Newsletter
Consider Reviewing and Updating Previously Executed LLC Agreements and Partnership Agreements
Estate, Gift and GST Tax Update: What This Means for Your Current Will, Revocable Trust and Estate Plan
Gift Tax Update
New Jersey Estate Tax Was Eliminated on January 1, 2018
New York Raises Basic Exclusion Amount to $5,930,000
Connecticut Estate Planning Update
California's Proposition 19
January 2021
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Newsletter
Top Ten Estate Planning Recommendations before the End of 2020
Spousal Lifetime Access Trusts – ("SLATS")
October 2020