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This page is a archive of recent entries written by lsaret in March 2009.

lsaret: February 2009 is the previous archive.

lsaret: April 2009 is the next archive.

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lsaret: March 2009 Archives

How To "HEET" Up An Estate Plan

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By Julius H. Giarmarco, Esq.Under IRC Sections 2503(e) (concerning gift taxes) and 2611(b)(1) (concerning generation skipping transfer ("GST") taxes) (hereafter the "IRC exclusion provisions") all "qualified transfers" for tuition or medical expenses are excluded from both gift and GST taxes...

Continue reading "How To "HEET" Up An Estate Plan"

By Barry Rabkin, Senior Research Analyst, Financial Insights, an IDC CompanyI live in the small town of Hopkinton, Massachusetts. There are about 13,000 of us except for the one day during the year when the population swells to about 100,000....

Continue reading "Getting From Here to There During These Troubled Financial Times: A Modest Discussion of Retirement Challenges By An Insurance Industry Analyst"

By Martin M. ShenkmanSummary: Economic volatility can be a boon and bust for your estate plan, and in particular for the trust funded on your death (whether under your will or a revocable trust). So if you're not sure if...

Continue reading "The Practical Planner: Goldilocks Trusts Save the Day"

By Patricia M. Annino, Thomas D. Davidow, Ed.D, George Burns, Esq.It seems that every day another major financial institution crashes with little warning to the public, high net worth families and/or business owners. This financially unstable climate raises the question:...

Continue reading " With the Continuous Collapse of Major Financial Institutions, Should a Trusted Advisor Become a Trustee?"

By: Martin M. Shenkman, Esq. and Ira S. Herman, MS, CPA IntroductionEstate planning for retirement assets is vital to address for almost everyone. The topic is broad and complex so that this article will only address a handful of issues...

Continue reading "IRAs And Retirement Plans Traps and Planning Tips"

By Robert L. Moshman, Esq.You know that tax that we used to impose on estates? The one that we repealed in 2001 but which we kept imposing for nine years? The same tax that no one really believed would be...

Continue reading "The Estate Analyst: "H.R. 436 Retains Estate Tax""

By Robert L. Moshman, Esq.  I'm gonna sit right down and write myself a letter. And make believe it came from you.I'm gonna write words oh so sweet They're gonna knock me off my feet A lotta kisses on the...

Continue reading "The Estate Analyst: "Nevada-nizing Asset Protection""

By Jeffrey "Jeff" RubingerOn December 22, 2008, the IRS issued proposed regulations (the Proposed Regulations) (REG-113462-08) under Regulation Section 1.881-3 that "clarify" that the term "person" includes an entity that is disregarded as an entity separate from its single owner...

Continue reading "Proposed Conduit Financing Regulations Treat Disregarded Entities as Regarded Entities"

By Steven B. Nesmith Esq., partner and member of Holland and Knight's Financial Recovery National TARP team.Administration Believes the Housing Plan Could Help Up to Nine Million PeopleThe Obama administration recently announced a new plan to make it easier for...

Continue reading "White House Announces Homeowner Affordability and Stability Plan to Prevent Housing Foreclosures"