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This page is a archive of entries in the Estate Planning +Taxation category from December 2008.

Estate Planning +Taxation: October 2008 is the previous archive.

Estate Planning +Taxation: January 2009 is the next archive.

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Estate Planning +Taxation: December 2008 Archives

CRT Market Update: December 2008


Evan UnzelmanIn September, we authored Selling a CRT Income Interest, in which we described the growing market for income interests in Charitable Remainder Trusts (CRTs). The article discusses how to value CRTs, why income beneficiaries are selling, why buyers are...

Continue reading "CRT Market Update: December 2008"

George P. LevendisLevendis Law Group, PLLC Patrick M. SchoshinskiLevendis Law Group, PLLC  I. ESTATE PLANNING IN THE CURRENT ECONOMIC ENVIRONMENT  A. Fundamental Variables That Are In Significant Flux in the Current Economic Environment  • Interest Rates In GeneralAnnuity Discount Rate3.6% (Nov.)...

Continue reading "Estate Planning In Current Economic Environment / Future Tax Legislation"

By: Martin M. Shenkman, CPA, MBA, PFS, JDIntroductionGift planning is a potentially significant planning opportunity for many clients. Tax advantages can be substantial. The current economic difficulties can have substantial varying impact on gift planning for different clients, and for...

Continue reading "The Practical Planner: "Gift Planning During Economic Uncertainty""

By Robert L. Moshman, Esq.Whooosh! Another year has rushed by (except for the months when it dragged on, such as during an endless election, or when oil prices were heading toward $150 per barrel, or when staggering stock market losses...

Continue reading "The Estate Analyst: "The Year In Review, 2008""